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Orchestrate Your Business With Sugar Workflow Sugar Con 2010

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The document discusses workflows in SugarCRM. Workflows can automate processes and send email notifications when certain conditions are met, such as when a record is saved or a field is updated. There are two types of workflows: on save workflows that trigger when a record is created or updated, and time elapsed workflows that trigger after a period of time. Workflows can perform actions like updating records, creating new records, and sending customized email alerts with dynamic field variables. The document provides tips for proper workflow setup and conditions.

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©2010 SugarCRM Inc. All rights reserved.Orchestrate Your Business with Sugar WorkflowChris RafflePartner Support Supervisor4/20/20101
What Can Workflows Do For You?4/20/2010©2010 SugarCRM Inc. All rights reserved.2
4/20/2010©2010 SugarCRM Inc. All rights reserved.3Overview of WorkflowsWorkflows trigger when a module record is saved and one or more conditions are metWhen triggered, workflows can…Automate processes within the applicationEmail notifications
Workflow Basics4/20/2010©2010 SugarCRM Inc. All rights reserved.4
4/20/2010©2010 SugarCRM Inc. All rights reserved.5How Workflows Are TriggeredIndividual record saves in SugarMass updates in SugarRecords created/updated from the portalRecords created/updated through SOAP or RESTRecords created/updated via workflow
4/20/2010©2010 SugarCRM Inc. All rights reserved.6Types of WorkflowsOn SaveNew and/or existing recordsTime ElapsedNew and existing recordsCustomizable time parameterstselect_type_dom dropdown list
4/20/2010©2010 SugarCRM Inc. All rights reserved.7Workflow Conditions – Time ElapsedWhen a field in the target module changes to or from a specified valueField does not change for a specified amount of time 
4/20/2010©2010 SugarCRM Inc. All rights reserved.8Workflow Conditions – On SaveWhen a field in the target module changes to or from a specified valueWhen the target module changesWhen a field on the target module changesWhen a field in the target module contains a specified value When the target module changes and a field in a related module contains a specified value 
4/20/2010©2010 SugarCRM Inc. All rights reserved.9Workflow ActionsEmail notificationsCan be sent to users, accounts, contacts, leads and much more!Create custom workflow email templates with dynamic variables
4/20/2010©2010 SugarCRM Inc. All rights reserved.10Workflow ActionsUpdate records in the target module or a related moduleCascading updatesCreate new records related to the target module or related to the related module.
Email Alert Templates4/20/2010©2010 SugarCRM Inc. All rights reserved.11
4/20/2010©2010 SugarCRM Inc. All rights reserved.12Email Alert TemplatesAdd dynamic field variables to workflow templateVariables can contain past or present values for fieldsVariables can also be populated from related modulesSpecify a ‘From’ name and email addressUnlike normal email templates, cannot contain attachments
Common Workflow Tips4/20/2010©2010 SugarCRM Inc. All rights reserved.13
4/20/2010©2010 SugarCRM Inc. All rights reserved.14Workflow TipsNew records from portal should always be a time elapsed workflowRelationships are not set on initial saveWorkflows can fire off of records modified by any workflowUtilize ‘Workflow Sequence’ to ensure your workflows fire in the desired order
4/20/2010©2010 SugarCRM Inc. All rights reserved.15Workflow TipsProper setup for time elapsed workflowsMake sure the scheduler is activeMake sure the cron job is running on the serverSet to ‘New and Existing Records’
4/20/2010©2010 SugarCRM Inc. All rights reserved.16Workflow TipsFor SugarCRM users to receive email alerts, notifications must be enabled for the system AND the user“Advanced Search” – A great and often overlooked tool
4/20/2010©2010 SugarCRM Inc. All rights reserved.17Live Demo
4/20/2010©2010 SugarCRM Inc. All rights reserved.18Questions?

More Related Content

Orchestrate Your Business With Sugar Workflow Sugar Con 2010

  • 1. ©2010 SugarCRM Inc. All rights reserved.Orchestrate Your Business with Sugar WorkflowChris RafflePartner Support Supervisor4/20/20101
  • 2. What Can Workflows Do For You?4/20/2010©2010 SugarCRM Inc. All rights reserved.2
  • 3. 4/20/2010©2010 SugarCRM Inc. All rights reserved.3Overview of WorkflowsWorkflows trigger when a module record is saved and one or more conditions are metWhen triggered, workflows can…Automate processes within the applicationEmail notifications
  • 4. Workflow Basics4/20/2010©2010 SugarCRM Inc. All rights reserved.4
  • 5. 4/20/2010©2010 SugarCRM Inc. All rights reserved.5How Workflows Are TriggeredIndividual record saves in SugarMass updates in SugarRecords created/updated from the portalRecords created/updated through SOAP or RESTRecords created/updated via workflow
  • 6. 4/20/2010©2010 SugarCRM Inc. All rights reserved.6Types of WorkflowsOn SaveNew and/or existing recordsTime ElapsedNew and existing recordsCustomizable time parameterstselect_type_dom dropdown list
  • 7. 4/20/2010©2010 SugarCRM Inc. All rights reserved.7Workflow Conditions – Time ElapsedWhen a field in the target module changes to or from a specified valueField does not change for a specified amount of time 
  • 8. 4/20/2010©2010 SugarCRM Inc. All rights reserved.8Workflow Conditions – On SaveWhen a field in the target module changes to or from a specified valueWhen the target module changesWhen a field on the target module changesWhen a field in the target module contains a specified value When the target module changes and a field in a related module contains a specified value 
  • 9. 4/20/2010©2010 SugarCRM Inc. All rights reserved.9Workflow ActionsEmail notificationsCan be sent to users, accounts, contacts, leads and much more!Create custom workflow email templates with dynamic variables
  • 10. 4/20/2010©2010 SugarCRM Inc. All rights reserved.10Workflow ActionsUpdate records in the target module or a related moduleCascading updatesCreate new records related to the target module or related to the related module.
  • 11. Email Alert Templates4/20/2010©2010 SugarCRM Inc. All rights reserved.11
  • 12. 4/20/2010©2010 SugarCRM Inc. All rights reserved.12Email Alert TemplatesAdd dynamic field variables to workflow templateVariables can contain past or present values for fieldsVariables can also be populated from related modulesSpecify a ‘From’ name and email addressUnlike normal email templates, cannot contain attachments
  • 13. Common Workflow Tips4/20/2010©2010 SugarCRM Inc. All rights reserved.13
  • 14. 4/20/2010©2010 SugarCRM Inc. All rights reserved.14Workflow TipsNew records from portal should always be a time elapsed workflowRelationships are not set on initial saveWorkflows can fire off of records modified by any workflowUtilize ‘Workflow Sequence’ to ensure your workflows fire in the desired order
  • 15. 4/20/2010©2010 SugarCRM Inc. All rights reserved.15Workflow TipsProper setup for time elapsed workflowsMake sure the scheduler is activeMake sure the cron job is running on the serverSet to ‘New and Existing Records’
  • 16. 4/20/2010©2010 SugarCRM Inc. All rights reserved.16Workflow TipsFor SugarCRM users to receive email alerts, notifications must be enabled for the system AND the user“Advanced Search” – A great and often overlooked tool
  • 17. 4/20/2010©2010 SugarCRM Inc. All rights reserved.17Live Demo
  • 18. 4/20/2010©2010 SugarCRM Inc. All rights reserved.18Questions?