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The Advanced Workflow suite, previously known as “Process Author,” features a toolbox of modules that provide the ability to easily create digital forms and map out fully functioning workflows. The functionality resides within the Sugar application and requires no prior programming experience.

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Sugar Administrators can streamline common business processes by managing approvals, sales processes, call triaging, and more with Advanced Workflow.

A business process is a set of logically related tasks that are performed in order to achieve a specific organizational goal. It presents all of the tasks that must be completed in a simplified and streamlined format.

Process definitions define the steps in automated business processes and control the flow of work that is allocated during running processes in Sugar. Process definitions are created by a Sugar administrator and consist of a network of activities and their relationships, criteria to indicate the start and end of the process, and information about the individual activities (e.g., participants) contained within the business process.

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Advanced Workflow Training

FayeBSG offers a six-hour, two-day training course to get you up to speed on thinking, building, and constructing Advanced Workflows in Sugar.
Training will encompass business analysis skills, working with Advanced Workflow, building out workflows, and working with the dashboard.
Our training is provided online and is conducted by Sugar Certified trainers.
Upon completion of our Advanced Workflow training, you'll have all the tools necessary to help your organization get up to speed on using Sugar's Advance Workflows.

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