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WorkFlow Manager Enterprise

SKU:00000003

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AlineaSol Workflow Manager is a CRM Module that provides the tools to set-up automated Work Flow Processes within your CRM. The module comes with a graphical interface that will allow users, who understand the basics of your CRM system, to create their own automated processes. The system can though be extended with your own code if you have basic knowledge of PHP.

Functionally, AlineaSol WFM offers the possibility to execute certain tasks when events occur wirhin your CRM. A basic example would be to send a notification email to a group of users when e.g. a new deal has been won. However, AlineaSol WFM supports considerably more complex scenarios.

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FeatureCommunityEnterprise

Control creation and modification

of SugarCRM objects

Trigger processes on scheduled events
Define own Workflows
Variable Editor app 
Global variables 
Atomic sub-processes 
Access to external Databases 
Access to Workflow Library 
Access to Workflow based Modules 

AlineaSol Workflow Manager is a CRM Module that provides the tools to set-up automated Work Flow Processes within your CRM. The module comes with a graphical interface that will allow users, who understand the basics of your CRM system, to create their own automated processes. The system can though be extended with your own code if you have basic knowledge of PHP.

Functionally, AlineaSol WFM offers the possibility to execute certain tasks when events occur wirhin your CRM. A basic example would be to send a notification email to a group of users when e.g. a new deal has been won. However, AlineaSol WFM supports considerably more complex scenarios.

With AlineaSol WFM you can define your own workflows in order to trigger actions based on sugarcrm events. You can control the creation and modification of sugarcrm objects. Also, you can trigger processes based on scheduled events. Scheduled processes can regularly scan your sugarcrm-database and based on certain rules that you can define, take action.

The enterprise version extends the standard Work Flow with  capabilities like atomic subprocesses, global variables that can be used between WFM instances, access to external databases and it also includes access to our Work Flow library where you will be able to find reusable examples of typical business processes that you might want to automate.

 

Enterprise Edition main features:

  • Control creation and modification of sugar objects: 
  • Trigger processes on scheduled events: 
  • Create new sugarcrm objects on events:  
  • Send dynamic emails: By inserting WFM variables in a email template.
  • Variable Editor app: Enterprise includes an interface that will simplify the use of your own user-defined variables.
  • Login/Logout record (basic app included): Enterprise WFM will keep a record of login/logouts to your sugarCRM installation.  
  • Access to external Databases: If your overall solution dependes not only on sugar, you will want to use their information too. Enterprise allows to acceed to external DBs with the proper sugar_configs.

Requirements:

  • Compatible with SugarCRM 6.X, SugarCRM Profesional 7.5 and SuiteCRM.
  • MySQL Database required
  • Requires installation of the free module AlineaSol Common Base.

Installation:

First time install:

Follow standard way to load a module in SugarCRM

  • Login as SugarCRM admin user.
  • Go to "Admin" and there select "Module Loader".
  • on your computer, search AlineaSol Common Base Enterprise in the AlineaSol WorkFlow Manager Enterprise pack, and upload. 
  • When it is uploaded, click "install"
  • Now, repeat steps 3 and 4 for AlineaSol WorkFlow Manager.

Installation from Community version:

  • Login as SugarCRM admin user.
  • Go to "Admin" and there select "Module Loader".
  • Uninstall AlineaSol Common Base Community.
  • Uninstall AlineaSol WorkFlow Manager Community, keeping database.
  • Follow steps 3,4 and 5 from First Time Install.

Install new version:

  • Uninstall older version of AlineaSol WorkFlow Manager, keeping database.
  • Follow step 5 from First Time Install. (Reinstalling Common Base is not required)

Patches:

  • Sugar CRM 6.4.1: FIX: Module selfReferencing bug version 6. Download
  • Sugar CRM 6.5.x: FIX: Module selfReferencing bug version 4. Download
  • Sugar CRM 7.5: FIX: Module selfReferencing bug version 1. Download

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