How to load a relate field into another field

Hi Everyone,

We currently have a relate field and would like to have the value selected in this field appear in another field on the same module. To my knowledge, it is not possible via studio and a calculated field. Has anyone had any luck loading a relate field to another field? Please note this is not a relationship field either.

Fields:
1. Relate field to users module from opportunities
2. Text field on opportunities module.

Sugar version 10.0.2

Thanks!

Parents
  • Forgive me, but I would question the underlying requirement, what is the basic reason behind the request?

    It looks like you are taking the name, or user_name, of the related User and putting it in a Text field, is that correct?

    What will you do with that text field that you can't do with the Relate field?


    FrancescaS

  • Hi - The main reason that you can create a workflow based on a text field and not a relate field. The goal was to auto generate an email when the text field changes which is not available using the standard workflow tool in the professional version.

  • In that situation I would do a logic hook that looks to see if the relate field has changed, and if so triggers your workflow. It's a simple process of comparing the field content before and after the changes are made. 

    I have not played with Workflows in Professional, we only had a couple when it was communicated, quite some time ago, that workflow would go away from Professional version so I converted those few to logic hooks, but I am guessing there is a way to use workflow, perhaps by checking the relate field's ID rather than the field itself, and you can find that name in the vardefs in your cache file.

    Best of luck.

    Francesca

Reply
  • In that situation I would do a logic hook that looks to see if the relate field has changed, and if so triggers your workflow. It's a simple process of comparing the field content before and after the changes are made. 

    I have not played with Workflows in Professional, we only had a couple when it was communicated, quite some time ago, that workflow would go away from Professional version so I converted those few to logic hooks, but I am guessing there is a way to use workflow, perhaps by checking the relate field's ID rather than the field itself, and you can find that name in the vardefs in your cache file.

    Best of luck.

    Francesca

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