{"id":5658,"date":"2016-01-24T08:30:00","date_gmt":"2016-01-24T08:30:00","guid":{"rendered":"https:\/\/tst-blog.myenterprise.in\/?p=5658"},"modified":"2025-01-14T09:10:22","modified_gmt":"2025-01-14T09:10:22","slug":"sugarcrm-process-author-demystified-sugarcrm-7-6-review","status":"publish","type":"post","link":"https:\/\/www.bhea.com\/blog\/sugarcrm-process-author-demystified-sugarcrm-7-6-review\/","title":{"rendered":"SugarCRM Process Author Demystified &#8211; SugarCRM 7.6 Review"},"content":{"rendered":"<p class=\"has-drop-cap is-cnvs-dropcap-bg-light\">SugarCRM has been trying hard to show differentiation between <a href=\"https:\/\/www.bhea.com\/products\/sugarcrm\/professional-edition\/\" data-type=\"link\" data-id=\"https:\/\/stg-blog.bhea.com\/\">SugarCRM Professional Edition<\/a> and the <a href=\"https:\/\/www.bhea.com\/products\/sugarcrm\/enterprise-edition\/\" data-type=\"link\" data-id=\"https:\/\/stg-blog.bhea.com\/\">Enterprise Edition<\/a> for quite sometime. The price difference of 25 USD Per User Per Month between SugarCRM Professional (that costs you 40 USD per user per Month) and Enterprise (that costs you 65 USD per use per month) needs to be justified. Process Author that has been made part of 7.6 release might become the key differentiator that justifies the price difference.<\/p>\n\n\n<hr class=\"wp-block-separator has-text-color has-gray-200-color has-alpha-channel-opacity has-gray-200-background-color has-background is-style-cnvs-separator-double\"\/>\n\n\n\n<h3 id=\"what-is-sugarcrm-process-author\" class=\"wp-block-heading\">What is SugarCRM Process Author?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Skipping the jargon for now, let\u2019s dive right into how <strong>Sugar Process Author <\/strong>can empower you to<strong> create powerful workflows.<\/strong> <strong>If you have a team 20 sales people <\/strong>and they are all<strong> distributed across 3 to 4 geographies like US, Singapore, India and Europe.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And let us say your website generates quite a few leads regularly. If the leads are too many and manually distributing them is difficult, you can add the customer city as one of the fields in the website form. You can <strong>use Process Author to create a list of the cities<\/strong> where each of your offices are located in Singapore, the US, India, and Europe. <\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1725414909567\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-bhea-blog.png\" alt=\"A visual illustration SugarCRM Process Author Demystified\n\" class=\"wp-image-7784 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-bhea-blog.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-bhea-blog-300x225.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-bhea-blog-768x576.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-bhea-blog-380x285.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-bhea-blog-550x413.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-bhea-blog-600x450.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-bhea-blog-760x570.png 760w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">Based on the city the <strong>website visitor <\/strong>belongs you can automatically allocate the <strong>lead<\/strong> to the corresponding <strong>team and a specific sales person<\/strong> responsible for that <strong>region<\/strong>.<\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">After you allocate a lead, you can create a couple of acknowledgment email templates. Then, you can automatically send an email to both the lead and the assigned sales executive. Some of the business processes that you can automate using Sugar Process Author are Quote and Invoice Approvals, Quote Discount Approvals, Lead Routing, Customer Support Case Routing, Automated Reminders and Automated Escalations.<\/p>\n\n\n\n<h3 id=\"what-does-process-author-of-sugar-enterprise-include\" class=\"wp-block-heading\">What Does Process Author of Sugar Enterprise Include?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Process Author suite features an extensive set of modules that help in creating and managing fully functioning workflows without touching the code.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"824\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-1024x824.png\" alt=\"SugarCRM Process Author Dashboard\n\" class=\"wp-image-7781\" style=\"width:600px\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-1024x824.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-300x241.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-768x618.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-380x306.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-550x442.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-800x644.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-600x483.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog-760x611.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-author-dashboard-bhea-blog.png 1028w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h3 id=\"process-definitions-module\" class=\"wp-block-heading\">Process Definitions Module <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A process definition defines the steps involved in the business process as a series of activities that get triggered based on the activities. The activities that are part of the process definition are called the participating activities.<\/p>\n\n\n\n<div class=\"wp-block-cover alignfull is-light has-parallax is-cnvs-vert-align-middle wp-elements-d0d58f0befd311cebc016d700ac8b00c\" style=\"min-height:240px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-0 has-background-dim\"><\/span><div class=\"wp-block-cover__image-background wp-image-7017 has-parallax\" style=\"background-position:50% 50%;background-image:url(https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/08\/call-to-action-bg-image.png)\"><\/div><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<h2 id=\"boost-your-business-with-sugarcrm\" class=\"wp-block-heading has-text-align-center has-black-color has-text-color has-link-color wp-elements-ec86f80bf428915f78532b2cdf159e5c\" style=\"font-size:29px\">Boost Your Business with SugarCRM!<\/h2>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">A platform that simplifies attracting, tracking, and retaining happy customers<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"http:\/\/bhea.com\/contact-us\/\">Contact Us for a Quick Demo<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h3 id=\"process-module\" class=\"wp-block-heading\">Process Module<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A Process is a running instance of the <strong>Process Definition<\/strong>. Upon encountering a status that <strong>triggers the Quotes Discount Approval Process Definition<\/strong>, a <strong>quote <\/strong>automatically prompts the <strong>creation of a new process instance.<\/strong><\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1728965942499\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-processes-module-bhea-blog.png\" alt=\"A visual illustration of Processes Module in SugarCRM Process Author Demystified\" class=\"wp-image-7783 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-processes-module-bhea-blog.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-processes-module-bhea-blog-300x225.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-processes-module-bhea-blog-768x576.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-processes-module-bhea-blog-380x285.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-processes-module-bhea-blog-550x413.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-processes-module-bhea-blog-600x450.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-processes-module-bhea-blog-760x570.png 760w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">If there are <strong>10 quotes<\/strong> that are created by different users and all of them need the approval, as long as the <strong>approval is not completed<\/strong>, a <strong>unique process is available in this module.<\/strong><\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Based on who needs to see that process, Process are visible to the corresponding users.<\/p>\n\n\n\n<h3 id=\"processes-view\" class=\"wp-block-heading\">Processes View<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">All these processes are viewed in Processes List View, Processes Dashlet and Process Management Page. The dash let gives an indication for the approver, how many quotes are to be approved by him.<\/p>\n\n\n\n<h3 id=\"process-business-rules-module\" class=\"wp-block-heading\">Process Business Rules Module <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Based on the data available in the related modules, a business process rule automatically defines conditions and outcomes for the process. Upon seeing Singapore listed as a lead\u2019s city, the rule promptly assigns them to the local team. For any other leads, it assigns them to the overseas sales team.<\/p>\n\n\n\n<h3 id=\"process-email-templates-module\" class=\"wp-block-heading\">Process Email Templates Module<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When a process business rule needs to send a message to a user or actor, it triggers the use of a Process Email Template. Although Sugar provides a standard email template module, only templates built within the Process Email Template module are compatible with process definitions.<\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-200-background-color has-background cnvs-block-core-media-text-1728966038633\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-email-template-bhea-blog.png\" alt=\"A visual illustration of email in SugarCRM Process Author Demystified\" class=\"wp-image-7785 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-email-template-bhea-blog.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-email-template-bhea-blog-300x225.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-email-template-bhea-blog-768x576.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-email-template-bhea-blog-380x285.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-email-template-bhea-blog-550x413.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-email-template-bhea-blog-600x450.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/sugarcrm-process-email-template-bhea-blog-760x570.png 760w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n\n<p class=\"wp-block-paragraph\">A lot of workflow automation can happen with the <strong>process author modules<\/strong>. To know more about <strong>Process Author please click <\/strong><a data-type=\"link\" data-id=\"https:\/\/support.sugarcrm.com\/documentation\/sugar_versions\/12.0\/ent\/administration_guide\/sugarbpm\/#SugarBPM_Modules\" href=\"https:\/\/support.sugarcrm.com\/documentation\/sugar_versions\/12.0\/ent\/administration_guide\/sugarbpm\/#SugarBPM_Modules\">SugarCRM Administrator Guide.<\/a><\/p>\n\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Bhea is SugarCRM Elite Partner<\/strong> with close to a <strong>decade experience<\/strong> in <a data-type=\"link\" data-id=\"https:\/\/www.bhea.com\/crm-solutions\/sugarcrm-services\/turnkey-crm-implementation\" href=\"https:\/\/www.bhea.com\/crm-solutions\/sugarcrm-services\/turnkey-crm-implementation\">SugarCRM Implementation<\/a>. You can contact us for any <a data-type=\"link\" data-id=\"https:\/\/www.bhea.com\/crm-solutions\/sugarcrm-services\" href=\"https:\/\/www.bhea.com\/crm-solutions\/sugarcrm-services\">SugarCRM related Services<\/a> like<strong> Installation, Customisation, Development, Deployment and Training.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Our executives<\/strong> can train you on<strong> SugarCRM Process Author<\/strong> or define a<strong> few workflows for you.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Let our expertise empower your success.<\/strong> <a data-type=\"link\" data-id=\"https:\/\/www.bhea.com\/contact-us\" href=\"https:\/\/www.bhea.com\/contact-us\">Contact us<\/a> now, and a<strong> Business Executive will be in touch from one of our offices in Singapore, New York, or Bangalore.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"SugarCRM has been trying hard to show differentiation between SugarCRM Professional Edition and the Enterprise Edition for quite&hellip;\n","protected":false},"author":5,"featured_media":7374,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"two_page_speed":[],"csco_singular_sidebar":"","csco_page_header_type":"","csco_appearance_masonry":"","csco_page_load_nextpost":"","csco_post_video_location":[],"csco_post_video_location_hash":"","csco_post_video_url":"","csco_post_video_bg_start_time":0,"csco_post_video_bg_end_time":0,"footnotes":""},"categories":[42],"tags":[103,104,105,106],"class_list":["post-5658","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sugarcrm-tips-and-tricks","tag-sugar-advanced-workflow-automation","tag-sugar-process-author","tag-sugar-workflow-automation","tag-sugarcrm-process-author","cs-entry","cs-video-wrap"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What&#039;s new in SugarCRM 7.6 | Process Author Demystified<\/title>\n<meta name=\"description\" content=\"Sugar Process Author is a business process management(BPM) tool that allows you to create your workflows from a cool visual editor.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bhea.com\/blog\/sugarcrm-process-author-demystified-sugarcrm-7-6-review\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What&#039;s new in SugarCRM 7.6 | Process Author Demystified\" \/>\n<meta property=\"og:description\" content=\"Sugar Process Author is a business process management(BPM) tool that allows you to create your workflows from a cool visual editor.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.bhea.com\/blog\/sugarcrm-process-author-demystified-sugarcrm-7-6-review\/\" \/>\n<meta property=\"og:site_name\" content=\"Bhea Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/bheatech\" \/>\n<meta property=\"article:published_time\" content=\"2016-01-24T08:30:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-14T09:10:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/08\/bhea-sugarcrm-demystified-review.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1273\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Ram Kumar L K\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@bheacrm\" \/>\n<meta name=\"twitter:site\" content=\"@bheacrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Ram Kumar L K\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.bhea.com\/blog\/sugarcrm-process-author-demystified-sugarcrm-7-6-review\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.bhea.com\/blog\/sugarcrm-process-author-demystified-sugarcrm-7-6-review\/\"},\"author\":{\"name\":\"Ram Kumar L K\",\"@id\":\"https:\/\/bhea.com\/blog\/#\/schema\/person\/a9912878fb495e904e0528de93601505\"},\"headline\":\"SugarCRM Process Author Demystified &#8211; 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