Viewing Record Audit Logs
- SugarBPM
- BWC UI
- Rest API
- SOAP or v4_1 and older REST API
- CLI
- Cron Job
- Logic Hook
- Sugar Workflow
- User
- Web to Lead
- Installer
Viewing Personal Information
- From : The logged-in user's outgoing default email account
- Date : The date the message is being sent
- To : The primary email address of the originating record (if available)
- Subject : The name of the originating record
- Body : "Here is the file you requested (You can change this text)"
- Attachment : The PDF file created from the originating record The file's name will appear as "Email Attachment : {originating_record_name}_{template_name}.pdf"; for example, "Email Attachment : Acme_25_units_Customer_invoice.pdf".
- The file's name will appear as "Email Attachment : {originating_record_name}_{template_name}.pdf"; for example, "Email Attachment : Acme_25_units_Customer_invoice.pdf".
- Teams : The logged-in user's default team(s)
- Assigned To : The Sugar user assigned to the email record
- Related To : The originating record and its module
Documents List View
- Select This Page : Selects all records shown on the current page of document results.
- Select All : Selects all records in the current search results across all pages of document results.
- Deselect All : Deselects all records that are currently selected.
Documents Detail View
- To view the details of a related record, click the record's name in the subpanel or choose "View" from the Actions menu on the far right of the record's row to open it in record view.
- To relate an existing record to the document, choose "Select" from the subpanel's Action menu, then locate and select the desired record.
- To relate a new record to the document, choose "Create" from the subpanel's Action menu, then complete the record view layout and click "Save".
- To delete the document's relationship to a record, choose "unlink" from the Actions menu on the far right of a record's row. This removes the relationship but does not delete the record itself.
- To collapse or expand the subpanel, click the double arrow to the left of the subpanel's name.
- To move the subpanel to a new location on the detail view, drag and drop the subpanel's header.
Installing Sugar Market
- Navigate to Settings > Solutions
- Select Import
- Once the pop up appears, select Choose File and select the Sugar Market Bundle downloaded in Step 1.
- Click Next
- On the following screen, under Post Import Actions, ensure "Enable any SDK Message processing steps included in the solution" is checked, then click Import
- After a short progress bar, you should be directed to the success screen
Configuring the Microsoft Dynamics Connector
- Username : The Microsoft CRM CRM username we will user to authenticate via your web services
- Domain : If necessary, the domain is located before the backslash (\) when logging in
- Password : The password for above user
Uninstalling Sugar Market
- Navigate to Settings > Solutions. Click the Sugar Market solution, and then select Delete.
- Confirm uninstall of solution. After selecting Delete in step 1, a confirmation prompt will appear. Select OK to continue with the removal process.
- Verify Uninstall Complete. The uninstall process will take at least a few minutes, but may take much longer, depending on the amount of marketing data that has been pushed up to the custom entities within the bundle.
Process Definition Fields
- Process Definitions dashlet:
- Process Definitions module tab menu:
- Process Definitions list view:
Process Definitions List View Dashlets
- Process Definitions dashlet:
- Process Definitions module tab menu:
- Process Definitions list view:
Creating Process Definitions
- Process Definitions dashlet:
- Process Definitions module tab menu:
- Process Definitions list view: