How to add related module custom field to a dashlet column and filter

Hello! 

We have a custom module Transactions which has relation to Accounts module custom field funded_c.

How to show that field in the Transactions dashlet with possibility to filter?

Searched a lot, but no similar cases found. Help!

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  • Dear Mikhail
    To get the possibility to use custom fields in search, these fields should be added to the filtering fields for a particular module.

    To do this please, do the following:

    • Open Studio (you should have been Admin)
    • Choose your target module (Transaction) I use Cases as an example.

    • Open Layouts / Search
    • Click Search
    • Move filed funded_c from column "Hidden" to "Default"

    • Save and deploy changes
    • Reload Sugar (Ctrl+F5)

    After that, you can use funded_c in filters.


    I hope this helps you. 
    If you need more help, let me know.

    Regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • Basically the problem was not add the field to layout. Was a not clear how define the field. And how to filter by it's value. Bool has two value true and false, Not sure how to setup layout to make it possible

      

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  • Basically the problem was not add the field to layout. Was a not clear how define the field. And how to filter by it's value. Bool has two value true and false, Not sure how to setup layout to make it possible

      

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