Upsert® BPM Essentials

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.

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SugarCRM Editions
Sugar Enterprise
Sugar Sell
Sugar Serve

Compatible Versions

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