Upsert® BPM Essentials

by Upsert, LLC

Extend SugarBPM with custom actions and improve the admin experience with enhanced SugarBPM module views and dashlets.

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Release Notes

Release Notes

Version Description
1.0.0
  • Initial release of BPM Essentials for SugarCRM
2.0.0
  • Add Comment Log Entry Action: When designing a process, admin users can create an action to create a comment log entry on the current or a related record
  • Records Process Management Dashlet: Admin users can view any completed and pending processes related to a specific record when adding this dashlet to the record view
  • Process Management Mass Actions: Admin users can perform mass actions (e.g. cancel, reassign, etc.) from the process management list view
  • Updated Configuration and Licensing Modules
  • Updated Support for Sugar 12.0
3.0.0
  • Inherit Teams Action: When designing a process, admin users can create an action to either replace or append the teams of a parent record to the current record
  • Related SugarBPM Assets Dashlet: Admin users can dynamically view related process business rules, definitions, and email templates when added to a record view of one of those modules to aid in design and maintenance of SugarBPM
3.1.0
  • Improved Assign User With Backup Action: When using the Assign User With Backup Action, admin users can now select to assign records based on a Dynamic Grandparent relationship.
4.0.0
  • Improved Contextual Record Process Management Dashlet: The Record Process Management dashlet now supports being added to all dashboards and intelligence panes to provide contextual information
  • BPM Email Failure Tracking: The Record Process Management dashlet now shows contextual email failures originating from process definitions
  • Update Dropdowns in Related Modules: A new BPM action, Update Related Record Dropdown, is now available to push updates to related modules using the same dropdown lists as the target module.
4.1.0
  • Email Any Users Related to Records: A new action, Send Message to Custom User Relationship, supports sending BPM email alerts to any users associated to a record by relationships or relate fields.
Saving Comment Saving Comment...
  • SugarCRM Editions
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Compatible Versions

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