Process Manager has long been the only Workflow module available for the Community Edition of SugarCRM. But it wasn't Open Source and most of our clients found it unintuitive and unwieldly. So we decided to build the ultimate Workflow engine for Community Edition and here it is. Advanced OpenWorkflow 1.0. We have a roadmap of further enhancements and expect this to be the de-facto Workflow engine for Community Edition now and in the future. Our SugarCRM extensions work is the result of continuous innovation, deep understanding of the SugarCRM framework and highly talented architects and developers.

1. Advanced OpenWorkflow 1.0
and Process Manager
Professional compared
Feature Process Manager
Professional
Advanced
OpenWorkflow
1.0
Licence Proprietary Open Source (AGPL)
Cost $900 $Free
Open Source ✘ ✔
Add relationship to object ✘ ✔
Dynamic comparisons ✘ ✔
Compare multiple drop down values ✘ ✔
Simple user interface ✘ ✔
Whole process visible in one screen ✘ ✔
Integration with SecuritySuite ✘ ✔

2. Feature Process Manager
Professional
Advanced
OpenWorkflow
1.0
Send email to any valid related record ✘ ✔
Use related objects as variable data for Email template ✘ ✔
Community Support Forum ✘ ✔
Process status module and subpanel ✘ ✔
Support of Custom Modules ✔ ✔
Send Email to Anybody ✔ ✔
Trigger Process on Create or Modify of any module ✔ ✔
Run Process at any time of the day, week, month, year ✔ ✔
Route Objects on Create or Modify to Users or Round Robin
to group of Users
✔ ✔
Check if object date fields are due today, in the future or
past when running a create or modify process
✔ ✔
Modify an objects fields as a process task ✔ ✔
Time Delayed Processes ✔ ✔
Cancel Process ✔ ✔
Cancel Process Filter Field ✔ ✔
Assign Task to non Owner ✔ ✔

3. Feature Process Manager
Professional
Advanced
OpenWorkflow
1.0
Escalate Task when not complete ✔ ✔
Escalate Call when not complete ✔ ✔
Schedule Task upon Completion of Previous Task ✔ ✔
Automatically Schedule Meetings ✔ ✔
Multiple Filter Operators (more than Equals/Does Not
Equal)
✔ ✔
Pre loaded processes 10 ✘
Process Filter Fields 5 Unlimited
Simple UI for Creating Processes ✔ ✔
Create/Modify Contact Process ✔ ✔
Create/Modify Account Process ✔ ✔
Create/Modify Opportunity
Process
✔ ✔
Create/Modify Case Process ✔ ✔
Create/Modify Bug Process ✔ ✔
Create/Modify Projects Process ✔ ✔

4. Feature Process Manager
Professional
Advanced
OpenWorkflow
1.0
Create/Modify Lead Process ✔ ✔
Support of Custom Scripts ✔ ✔
Assign Task to Owner ✔ ✔
ABOUT SALESAGILITY
With the exception of SugarCRM themselves, no other SugarCRM consultancy globally develops and releases as much Open Source code to the
Community Edition of SugarCRM as SalesAgility.
We're one of a handful of companies globally that have vast experience and knowledge of the SugarCRM Community Edition ecosystem and
how to extend it to meet and exceed the functionality of Professional and other paid-for, proprietary editions of SugarCRM. SalesAgility is a
globally respected and recognised resource for consultancy and software development for SugarCRM Community Edition.
E-Mail: info@salesagility.com
Web: http://www.salesagility.com
London: 53 Chandos Place, Covent Garden, London WC2N 4HS || Phone: +44 (0)203 5151 499
Manchester: 4th Floor, 59 Piccadilly, Manchester M1 2AQ || Phone: +44 (0)161 9876 499
Stirling: 4 Albert Place, Stirling FK8 2QL || Phone: +44 (0)1786 585 499