Anyone using workflow?

[slafferty]

Moving from SF.com to Sugar -- and I am really new to SUGAR.

SF has pretty simple high level automation to generate automatic email to leads, but it was powerful because it included the concept of AND as well as OR in the rule evaluation. I think it also had a nesting function, can't remember to be honest but it had the AND OR for sure. Sugar seems to just have lists of simple conditions. We need to do something a little more complicated like

In this case LEAD SOURCE is a variable that gets passed in on the creation of the lead

if LEAD = new

AND LEAD SOURCE = (one of 15 sources)
AND OTHER_FIELD = TRUE
ACTION (send email from a template.
ELSE
ACTION
OR LEAD SOURCE = (another of 15 sources)
ACTION
OR ...

with a default action at the bottom.

Also automatic follow-up emails based on aging. I just don't see an easy way to do it in the SUGAR WF wizard -- am I missing something or is this a coding task?

Thanks.

[andydreisch]

slafferty, the rule-action combination you state here appear to be right in line with Workflow.

The first rule, which contains multiple qualifiers, may best be accomplished using a Workflow extension in SugarExchange located here.

For sure it seems as if multiple event-action workflow pairs will need to be created but these can be executed in sequence.

Unfortunately from a timing standpoint we just completed a 3-hour lab session on Workflow offered through Sugar University. Maybe the next one!

Andy

[dtokeefe]

slafferty,

You can create custom conditions and actions for Workflow. See this thread for some hints:

http://www.sugarcrm.com/forums/showt...light=workflow

Cheers.

David