Sugar CRM

Connectivity errors from SugarCRM to Smart Flows

Problem: Sugar users began to report connection errors to the Smart Flows server. When the user clicks the Smart Flows button in Sugar, an error message, "The Smart Flows server cannot be reached, please contact your Smart Flows administrator" is displayed.

Sugar Error Cannot Connect to Server

The user is accessing Smart Flows through the integration with Sugar CRM and attempting to initiate a Smart Flow from the Sugar interface.

Solution: Sugar CRM require administrators to explicitly define external sources in the Content Security Policy. If the Smart Flows URL is not included, the browser blocks the requests sent to the server. Follow the steps below:

1. On the Project Console, select the Control Panel option.
2. Click the Connectors button.

Project Console’s Control Panel showing the Connectors button highlighted

3. Select the Sugar connector row.
4. Click the Configure button.

connector-sugar-CRM

The Edit connector window displays.

5. In the Password field, type in your password.

Connectors List view: Sugar

6. Click the Next button.

The Edit connector customize packages window displays.

7. Scroll to the bottom of the window and click the Next button.

The Edit connector Install your Smart Flow Sugar package window displays.

Edit connector customize packages window

8. Click the Next button.

The Edit connector Create/configure Sugar connection record automatically window is displayed.

9. You can either deselect the option "I want to install/update the Sugar App" or leave it selected.
10. Click the Next button.

The Edit connector Configure the Content Security Policy window is displayed.

11. Click the copy button for Smart Flows Base URL.

The system copies the URL for your Smart Flows instance to your clipboard

12. Click Link to Content Security Policy Settings.

The login page for SugarCRM displays in a new tab.

13. Log in to your Sugar instance.

SugarCRM login

14. In your organization's Sugar instance, navigate to the Content Policy and Settings tab.

The Basic tab displays.

15. Click the Advanced tab.

Basic Tab in SugarCEM

When copying the Smart Flows instance URL, ensure you copy from the HTTPS through the first /

16. In the script-src, field, copy and paste the URL for your Smart Flows instance.
17. Click the blue Save button in the top right.

A save confirmation displays. The system returns to the Administration page in Sugar.

18. In Smart Flows, click the Next button.

The Edit connector Connected window displays.

Configure the Content Security Policy

19. Click the Finish button.

The Edit connector Connected window no longer displays. The update of your Sugar connector is complete.

The flow is not prompting any questions

Problem: User is not being prompted for any input when running a flow.

Solution: In SugarCRM, update the fly-out behavior to prompt user for input to ensure all input steps are attempted.

1. Navigate to User > Admin.

2. Find Smart Flows and select Smart Flow Configuration.

3. Select active Smart Flows configuration.
4. Change Flyout behaviour to Prompt user for input.
5. Select Save.