Populate Cases Module dropdown with API call

Dear All,

I am a developer totally new to sugar crm, so apologies if this doesn't make sense.

I have a cases module with dropdown fields added to a panel. I want to fill these fields by reading from an external rest api get endpoint during data entry, say if /search/id responds with {name: "client"}, I would like to update the name field to client as the data entry proceeds. My questions are:

- Can this be done from the module builder or the studio of the crm instance?

- If not, should this be done from the code of the deployed instance?

- Could someone kindly point me to the documentation I would follow to develop this?

Parents
  • Welcome to Sugar Community, !

    In order to populate Case's fields from an external API you need to create custom code. The strategy on implementing such a feature depends on where exactly you want to populate those fields.

    If you want to populate in the layout (create/record view) then you need to create a custom endpoint for Cases which will fetch data from that external API.

    If you want to populate on saving the Case record then you need to create a LogicHook before_save.

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
Reply
  • Welcome to Sugar Community, !

    In order to populate Case's fields from an external API you need to create custom code. The strategy on implementing such a feature depends on where exactly you want to populate those fields.

    If you want to populate in the layout (create/record view) then you need to create a custom endpoint for Cases which will fetch data from that external API.

    If you want to populate on saving the Case record then you need to create a LogicHook before_save.

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
Children
  • Thank you @Andre Lopes, for the instance of sugar crm I am working with, I have admin credentials and I am able to play around with things in the admin section. Do you know if there a way to access the /custom directory from the admin interface?