1. ©2010 SugarCRM Inc. All rights reserved. Orchestrate Your Business with Sugar Workflow Chris Raffle Partner Support Supervisor 4/20/2010 1

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. 3 Overview of Workflows Workflows trigger when a module record is saved and one or more conditions are met When triggered, workflows can… Automate processes within the application Email notifications

4. Workflow Basics 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 4

5. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 5 How Workflows Are Triggered Individual record saves in Sugar Mass updates in Sugar Records created/updated from the portal Records created/updated through SOAP or REST Records created/updated via workflow

6. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 6 Types of Workflows On Save New and/or existing records Time Elapsed New and existing records Customizable time parameters tselect_type_dom dropdown list

7. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 7 Workflow Conditions – Time Elapsed When a field in the target module changes to or from a specified value Field does not change for a specified amount of time

8. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 8 Workflow Conditions – On Save When a field in the target module changes to or from a specified value When the target module changes When a field on the target module changes When 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. 9 Workflow Actions Email notifications Can 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. 10 Workflow Actions Update records in the target module or a related module Cascading updates Create new records related to the target module or related to the related module.

11. Email Alert Templates 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 11

12. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 12 Email Alert Templates Add dynamic field variables to workflow template Variables can contain past or present values for fields Variables can also be populated from related modules Specify a ‘From’ name and email address Unlike normal email templates, cannot contain attachments

13. Common Workflow Tips 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 13

14. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 14 Workflow Tips New records from portal should always be a time elapsed workflow Relationships are not set on initial save Workflows can fire off of records modified by any workflow Utilize ‘Workflow Sequence’ to ensure your workflows fire in the desired order

15. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 15 Workflow Tips Proper setup for time elapsed workflows Make sure the scheduler is active Make sure the cron job is running on the server Set to ‘New and Existing Records’

16. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 16 Workflow Tips For 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. 17 Live Demo

18. 4/20/2010 ©2010 SugarCRM Inc. All rights reserved. 18 Questions?