Turning Interactions into Profits
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FREQUENTLY ASKED QUESTIONS/ GENERAL INFORMATION
I am unable to install Process Manager.
Check your max upload size. Open php.ini and set the max_upload size to a size greater than 10 meg.
Make sure you have permission in the /cache folder. This folder will need write privileges. The folder is located off the SugarCRM install.
Does Process Manager support the cancel event on custom fields?
Process Manager 5.2 does not support this feature. Custom fields are only supported as filter fields for create or modify, not cancel. Process Manager 5.5 will support the custom field cancel event.
Will Process Manager send an email address with opt-out set? What about both opt-out and invalid?
Process Manager only checks for opt-out flag. If the opt-out check box is checked in SugarCRM, then PM will not send the e-mail.
How do I setup a drip campaign in Process Manager?
Process Manager is an event driven workflow engine, thus you can create a process on the create or modify of an object. This process would allow you to send an email or schedule a call/task to run at a specific time in the future - such as one week from create/modify - two weeks from create/modify - three weeks from create/modify - etc.
All future tasks are based on the create or modification of an object in SugarCRM. Process Manager cannot query the SugarCRM database and find specific objects that qualify for an email or call. SierraCRMs' Marketing Manager can do this type of drip Campaign.
Can Process Manager be triggered to run a process on create/modify from SugarCRM's soap interface?
Process Manager 5.5 uses SugarCRM logic hooks. Specifically, the logi hooks for after_save and after_delete. When an object in SugarCRM is saved - either the initial creation or modification of an existing object, the SugarBean in SugarCRM is responsible for calling the after_save logic hook. If SugarCRM's Soap Interface calls the save function in SugarCRM SugarBean.php - then Process Manager will run.
Why does Process Manager stop working after SugarCRM upgrade?
Process Manager runs by making a modification to the main php file SugarBean.php. When you upgrade SugarCRM from one version to the next, you will be replacing your existing SugarBean.php with an updated SugarBean.php. When this happens, all hooks to SugarBean to support Process Manaager will be overwritten. Therefore, you will need to add back the hooks for Process Manager. SugarCRM has created a very simple loadable module that does just this task. Down load the following zip file into SugarCRM via the Module Loader in the Admin section. This loadable module will check to see if the hooks for Process Manager are present, and if not then they will be added.
Down Load File: UpdatePMSugarBean.zip
Why am I getting sql errors when running Process Manager?
Process Manager has been updated to fix a SugarFeeds bug. Please see the update on the project on SugarForge that explains the bug and the fix. Paid customers can contact us and we will send a patch with instructions.
Can a process run more than once against a Sugar object?
Process Manager is designed to only run once against a sugar object. For example - suppose you have a process on MODIFY of a lead where lead source = partner. When you change the lead source to partner, the process will run and an entry is made into a table called the process manager completed process table. Then if you go back and change the lead source to ABC and then change back to partner, Process Manager will not run a second time against that same lead because it has already been run once.
What is the latest release and how will I know it will work on my copy of SugarOS?
I am unable to install Process Manager.
Check your max upload size. Open php.ini and set the max_upload size to a size greater than 10 meg.
Make sure you have permission in the /cache folder. This folder will need write privileges. The folder is located off the SugarCRM install.
Does Process Manager support the cancel event on custom fields?
Process Manager 5.2 does not support this feature. Custom fields are only supported as filter fields for create or modify, not cancel. Process Manager 5.5 will support the custom field cancel event.
Will Process Manager send an email address with opt-out set? What about both opt-out and invalid?
Process Manager only checks for opt-out flag. If the opt-out check box is checked in SugarCRM, then PM will not send the e-mail.
How do I setup a drip campaign in Process Manager?
Process Manager is an event driven workflow engine, thus you can create a process on the create or modify of an object. This process would allow you to send an email or schedule a call/task to run at a specific time in the future - such as one week from create/modify - two weeks from create/modify - three weeks from create/modify - etc.
All future tasks are based on the create or modification of an object in SugarCRM. Process Manager cannot query the SugarCRM database and find specific objects that qualify for an email or call. SierraCRMs' Marketing Manager can do this type of drip Campaign.
Can Process Manager be triggered to run a process on create/modify from SugarCRM's soap interface?
Process Manager 5.5 uses SugarCRM logic hooks. Specifically, the logi hooks for after_save and after_delete. When an object in SugarCRM is saved - either the initial creation or modification of an existing object, the SugarBean in SugarCRM is responsible for calling the after_save logic hook. If SugarCRM's Soap Interface calls the save function in SugarCRM SugarBean.php - then Process Manager will run.
Why does Process Manager stop working after SugarCRM upgrade?
Process Manager runs by making a modification to the main php file SugarBean.php. When you upgrade SugarCRM from one version to the next, you will be replacing your existing SugarBean.php with an updated SugarBean.php. When this happens, all hooks to SugarBean to support Process Manaager will be overwritten. Therefore, you will need to add back the hooks for Process Manager. SugarCRM has created a very simple loadable module that does just this task. Down load the following zip file into SugarCRM via the Module Loader in the Admin section. This loadable module will check to see if the hooks for Process Manager are present, and if not then they will be added.
Down Load File: UpdatePMSugarBean.zip
Why am I getting sql errors when running Process Manager?
Process Manager has been updated to fix a SugarFeeds bug. Please see the update on the project on SugarForge that explains the bug and the fix. Paid customers can contact us and we will send a patch with instructions.
Can a process run more than once against a Sugar object?
Process Manager is designed to only run once against a sugar object. For example - suppose you have a process on MODIFY of a lead where lead source = partner. When you change the lead source to partner, the process will run and an entry is made into a table called the process manager completed process table. Then if you go back and change the lead source to ABC and then change back to partner, Process Manager will not run a second time against that same lead because it has already been run once.
What is the latest release and how will I know it will work on my copy of SugarOS?
Check out our SIERRACRMBLOG page for the latest release notes on our software.
Does Process Manager and Marketing Manager work with the latest copy of Sugar OS? SierraCRM will release patched versions of software to address issues and bugs. These patches are supported with your purchased copy for one year. If you discover a problem with your software, please contact our support group. Major enhancements and new features to our products will be released as a new version and sold separately.
Please check forums and our SIERRACRMBLOG for information on the latest release notes or information on new products.
How do you handle Maintenance and Support for Upgrades?
