Show Assigned User's Data in Accounts Module

Sugar 7.2 Pro, just started working on it
i want to get data for a specific Employee from Employees Module and show it in record view of Accounts Module but not in studio
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  • Hi Mubbi,

    The employees module is a subset of the Users module, which explains why you cannot see it in Studio. This is explained in our Employees vs Users knowledge base article and our Employee Records section of the administration guide

    To pull information from the users module into an account, I would recommend creating a field with a Calculated Value in the Accounts module in Studio. When creating the calculation, you can use the "Related Field" option to pull data from the Users module, based on which relationship (assigned user, created user, etc). You can see an example below of a way to pull the assigned user's title into the account:


    In addition to the links to our Administration guide above, you may also want to review our Knowledge Base article, Sugar Logic Walkthrough - Related Module Formulas, for more information.

    I hope this helps!
    Alex
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  • Hi Mubbi,

    The employees module is a subset of the Users module, which explains why you cannot see it in Studio. This is explained in our Employees vs Users knowledge base article and our Employee Records section of the administration guide

    To pull information from the users module into an account, I would recommend creating a field with a Calculated Value in the Accounts module in Studio. When creating the calculation, you can use the "Related Field" option to pull data from the Users module, based on which relationship (assigned user, created user, etc). You can see an example below of a way to pull the assigned user's title into the account:


    In addition to the links to our Administration guide above, you may also want to review our Knowledge Base article, Sugar Logic Walkthrough - Related Module Formulas, for more information.

    I hope this helps!
    Alex
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