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
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
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
1.0.0
  • Initial release of BPM Essentials for SugarCRM
Saving Comment Saving Comment...
  • SugarCRM Editions
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Compatible Versions

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