I am trying to link documents from the cases module to to the opportunity module via a logic hook and looking for a code snippet to help.
I am trying to link documents from the cases module to to the opportunity module via a logic hook and looking for a code snippet to help.
Hi Brian Hanks
It is not the only option to make direct custom coding for Sugar if you need custom logic hooks in Sugar
Logic hooks could be designed visually with Logic Builder for Sugar - just explain the logic and get ready-to-use upgrade safe Sugar extension - zip to upload via Module Loader
Below is the example - on new Opp created for the Account, relate all the Documents for all the Cases registered against Account to the newly created Opp.
To read the logic sequence, just follow the white line.
The ready-to-use zip that implements the logic hook is attached below, you may use it
Cheers,
Dmytro
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Hi Brian Hanks
It is not the only option to make direct custom coding for Sugar if you need custom logic hooks in Sugar
Logic hooks could be designed visually with Logic Builder for Sugar - just explain the logic and get ready-to-use upgrade safe Sugar extension - zip to upload via Module Loader
Below is the example - on new Opp created for the Account, relate all the Documents for all the Cases registered against Account to the newly created Opp.
To read the logic sequence, just follow the white line.
The ready-to-use zip that implements the logic hook is attached below, you may use it
Cheers,
Dmytro
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
