How to trigger workflow from Sugar Workflow Plugin

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Hi Experts

I am interested in converting manual business processes to automated workflows in sugar.

I want to trigger workflow from the sugar workflow plugin.

Is it possible?

How can I do it please guide.

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Best Answer by Alice R Jones
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Answered By 0 points N/A #165094

How to trigger workflow from Sugar Workflow Plugin

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Hi Grant,

I am not very sure in working overflows but had passed by a brilliant software to help you do this.

You can get it through this link, https://sugarcrm.github.io/SugarCE-Add-ons/

I also sited a place to get simple and easy tutorials to get you up and running.

Here's the link, https://support.office.com/en-us/article/Create-a-workflow-f6a92a4b-c919-40d7-9728-2e79c524764c?CorrelationId=0bb80e40-8b69-4638-a183-5bc1afe162c7&ui=en-US&rs=en-US&ad=US&ocmsassetID=HA010100591

All the best!

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Answered By 0 points N/A #165095

How to trigger workflow from Sugar Workflow Plugin

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Basically workflows are features that are found in the commercial versions of Sugar, help you to ensure that the business processes are followed and enable you to automate the repetitive task easily. Whenever a workflow is triggered, in order for evaluation by other workflows the target record is received.

In order to trigger a workflow must have one condition. Triggers are of two kinds:

  • Immediately upon saving the record
  • After a specified amount of time has elapsed from when the record was saved

To setup the Workflow follows the details steps provided in the File attached.

Hope this helps!

Alice

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