Upsert^® BPM Essentials

SugarCRM Plug-in by Upsert, LLC

CRM administrators covet configurable, dependable tools that automate critical workflows within their business. Whether the use case is simple or complex, SugarBPM meets those needs in many ways. To make an already powerful tool even better, Upsert^® BPM Essentials was developed to empower administrators with the additional features we found most requested in our work with Sugar customers.

Key Benefits

Understand the End-to-End Automation Flow

The Record Process Management dashlet gives admins a detailed view of all processes initiated on the record in focus and grants the ability to perform the same actions that would otherwise need to be completed through the Process Management screen. With this powerful dashlet, you can see the entire lifecycle of processes triggered on a record so you can ensure the automations are achieving your business requirements.

Manage Processes Efficiently

With our Related SugarBPM Assets and Triggered Processes dashlets, you are a single click away from the most critical information for maintaining and monitoring your process definitions!

The Related SugarBPM Assets dashlet shows you any email templates and business rules you are leveraging in the definition. The dashlet works both ways too! If you add it to the view for your process email templates and business rules, you can quickly identify all the processes currently using that element.

The Triggered Processes dashlet offers you an overview of any open and completed processes for a specific definition. This view is critical for confirming automations are completing as expected once you have introduced or updated a process in SugarBPM.

Improved User Experience for Administrators

We augmented each SugarBPM module with additional search capabilities so you can locate the information that matters with precision and efficiency. When searching completed processes, you can now filter by the date the process triggered, the associated process definition, and more!

Upsert^® BPM Essentials adds a Mass Action menu to the Process Management screen. Mass re-assign a new process user, re-execute a batch of failed processes, or cancel processes still in progress in a bulk action instead of one-by-one.

Increase the Power of Your Automations

We added some frequently requested options as custom process actions to put more no-code solutions in the hands of your Sugar administrators!

Add Comment Log Entries

A new SugarBPM action type, Comment Log Entry, makes it possible to automatically add Comment Log entries to the target module record or to a related module record as part of the running process. Pertinent information like the details about the action performed or any other comment chosen by the admin can be logged for other users to easily review.

Inherit Parent Assignee & Preferred Agent Routing

When creating a related record, it's natural to want to assign the new record to the same user that is assigned to the parent record. We introduced a new BPM action to achieve this, then we went a step further to add backup user assignments. Leveraging Sugar's Shifts and Shift Exceptions modules, you can decide how to route the record assignment should your designated user not be available. Re-route the record to a specified fallback user or to a team queue so that your processes are covered when someone is out of the office.

Inherit Parent Team Memberships

Our newest release introduces the same concept for teams that we had previously implemented for user assignments. Now you can choose whether to replace or append teams of the current record with the teams from a parent record. Keep your data organized and in order with this new change and never have to worry whether the person creating the record remembered to include all the right teams.

Copy One Dropdown Value to Another

You can now dynamically copy the selected value from one dropdown field to another using our BPM action. Copy the field's value to another dropdown field in the same module, or to a related module as long as the fields utilize the same dropdown list.

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System Requirements

Upsert^® BPM Essentials is compatible with:

• Sugar Sell, Serve, and Enterprise products
• Versions 13.0 and higher
• Hosted in SugarCloud or on-site