0
©2010 SugarCRM Inc. All rights reserved.<br />Orchestrate Your Business with Sugar Workflow<br />Chris Raffle<br />Partner...
What Can Workflows Do For You?<br />4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />2<br />
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />3<br />Overview of Workflows<br />Workflows trigger when a mo...
Workflow Basics<br />4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />How Workflows Are Triggered<br />Individual record sav...
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />6<br />Types of Workflows<br />On Save<br />New and/or existi...
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />Workflow Conditions – Time Elapsed<br />When a field i...
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />8<br />Workflow Conditions – On Save<br />When a field in the...
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />9<br />Workflow Actions<br />Email notifications<br />Can be ...
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />Workflow Actions<br />Update records in the target mo...
Email Alert Templates<br />4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />12<br />Email Alert Templates<br />Add dynamic field variable...
Common Workflow Tips<br />4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />13<br />
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />14<br />Workflow Tips<br />New records from portal should alw...
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />15<br />Workflow Tips<br />Proper setup for time elapsed work...
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />16<br />Workflow Tips<br />For SugarCRM users to receive emai...
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />17<br />Live Demo<br />
4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />18<br />Questions?<br />
Upcoming SlideShare
Loading in...5
×

Orchestrate Your Business With Sugar Workflow Sugar Con 2010

1,032

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
1,032
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
13
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Transcript of "Orchestrate Your Business With Sugar Workflow Sugar Con 2010"

  1. 1. ©2010 SugarCRM Inc. All rights reserved.<br />Orchestrate Your Business with Sugar Workflow<br />Chris Raffle<br />Partner Support Supervisor<br />4/20/2010<br />1<br />
  2. 2. What Can Workflows Do For You?<br />4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />2<br />
  3. 3. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />3<br />Overview of Workflows<br />Workflows trigger when a module record is saved and one or more conditions are met<br />When triggered, workflows can…<br />Automate processes within the application<br />Email notifications<br />
  4. 4. Workflow Basics<br />4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />
  5. 5. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />How Workflows Are Triggered<br />Individual record saves in Sugar<br />Mass updates in Sugar<br />Records created/updated from the portal<br />Records created/updated through SOAP or REST<br />Records created/updated via workflow<br />
  6. 6. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />6<br />Types of Workflows<br />On Save<br />New and/or existing records<br />Time Elapsed<br />New and existing records<br />Customizable time parameters<br />tselect_type_dom dropdown list<br />
  7. 7. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />Workflow Conditions – Time Elapsed<br />When a field in the target module changes to or from a specified value<br />Field does not change for a specified amount of time <br />
  8. 8. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />8<br />Workflow Conditions – On Save<br />When a field in the target module changes to or from a specified value<br />When the target module changes<br />When a field on the target module changes<br />When a field in the target module contains a specified value <br />When the target module changes and a field in a related module contains a specified value <br />
  9. 9. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />9<br />Workflow Actions<br />Email notifications<br />Can be sent to users, accounts, contacts, leads and much more!<br />Create custom workflow email templates with dynamic variables<br />
  10. 10. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />Workflow Actions<br />Update records in the target module or a related module<br />Cascading updates<br />Create new records related to the target module or related to the related module.<br />
  11. 11. Email Alert Templates<br />4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />
  12. 12. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />12<br />Email Alert Templates<br />Add dynamic field variables to workflow template<br />Variables can contain past or present values for fields<br />Variables can also be populated from related modules<br />Specify a ‘From’ name and email address<br />Unlike normal email templates, cannot contain attachments<br />
  13. 13. Common Workflow Tips<br />4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />13<br />
  14. 14. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />14<br />Workflow Tips<br />New records from portal should always be a time elapsed workflow<br />Relationships are not set on initial save<br />Workflows can fire off of records modified by any workflow<br />Utilize ‘Workflow Sequence’ to ensure your workflows fire in the desired order<br />
  15. 15. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />15<br />Workflow Tips<br />Proper setup for time elapsed workflows<br />Make sure the scheduler is active<br />Make sure the cron job is running on the server<br />Set to ‘New and Existing Records’<br />
  16. 16. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />16<br />Workflow Tips<br />For SugarCRM users to receive email alerts, notifications must be enabled for the system AND the user<br />“Advanced Search” – A great and often overlooked tool<br />
  17. 17. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />17<br />Live Demo<br />
  18. 18. 4/20/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />18<br />Questions?<br />
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×