API filter by phone number

RE: API filter by phone number

sophie sun — Tue, 01 Jun 2021 09:37:31 GMT

Hi Anastasiia,

Thank you so much!

It works fine for me! It turns out the validation will show once I click 'save' button!

RE: API filter by phone number

sophie sun — Tue, 01 Jun 2021 08:26:10 GMT

Hi Anastasiia,

I tried with ctrl+shift+R, it still doesn't work.

What else can I do please?

RE: API filter by phone number

Anastasiia Gubanovych — Tue, 01 Jun 2021 07:41:35 GMT

Hi Sophie,

Scripts on the client side are cached in a browser, so after applying new scripts it's needed to clean your browser cache to see the changes (or just try to reload the page not from the cache, like ctrl+shift+R).☺

RE: API filter by phone number

sophie sun — Tue, 01 Jun 2021 00:49:26 GMT

Hi Anastasiia,

Thanks for your reply!

I just download your zip file and upload via 'module loader' and then do the 'Quick Repaire and Rebuild'. But When I try to create a new Contacts, the validation doesn't work.

Could you please share how the steps after download your package?

Thank you so much!

RE: API filter by phone number

Anastasiia Gubanovych — Fri, 28 May 2021 16:13:15 GMT

Hi Sophie,

I agree with Jeroen reply that the easiest way is to export all Contacts (e.g. create Rows & Columns Report with Contact ID and Phone Number and export it), then to clean up phones using Excel and then using out-of-the-box import to import updated file (Sugar will update Contacts by ID if you select 'Create new records and update existing records' in Import wizard).

Once data is cleaned up, to prevent such scenario in the future it is nice to have a check on Phone fields that an entered value contains only + and numbers. For this task you could code as mentioned or try out Logic Builder configuration tool.

Here is an example of such validation:

And of course the result in the interface:

...and a zip package to try validation on your instance:)

sugarclub.sugarcrm.com/.../z20210601_5F00_flowchart_5F00_lb60b614ad12af40_5F00_26596112.zip

RE: API filter by phone number

sophie sun — Fri, 28 May 2021 02:47:25 GMT

Hi Andre,

sorry about so many messages...

just two more thing to check,

1. what’s this language is? What else I can use except ifElse?

2. If I use a quite long nested ifElse, will it affect my instance’s performance? I have 30K records.

Million thanks!

RE: API filter by phone number

sophie sun — Fri, 28 May 2021 02:03:54 GMT

Hi Andre,

I just found the 'recalculate' action.

But one more help, please:

Because our phone number format is really inconsistent, it has space , '-', etc. It's really dirty.

I know I can just nest the ifElse,

but I just want to know, is regular expression possible?

Could you please share a sample?

Thank you very much!

RE: API filter by phone number

sophie sun — Fri, 28 May 2021 01:07:14 GMT

Hi Andre,

It works!

Thank you so much!

Just one thing, how can I update the history records for the custom field via action recalculating?

When I choose the records in Contacts list view, there's no 'recalculate' in the action.

Thanks!

RE: API filter by phone number

sophie sun — Thu, 27 May 2021 23:20:56 GMT

Hi Dmytro,

Thank you for your reply.

First, I'm trying to filter the module 'Contacts' and it has 30K records. I want to get id when the phone number field matches.

So I guess the third option is not suitable.

As to the first option, when you're saying 'it is preventive', do you mean it's forbidden to do so ?

And how can I do the second option, please?

Thanks a lot!

RE: API filter by phone number

Dmytro Chupylka — Thu, 27 May 2021 21:25:50 GMT

Hello Sophie,

Sorry for the delay with the response.
Could you specify first if you are trying to filter users or contact?

Actually, I see 3 types of efforts that could help with the challenge:

1) to set up phone validation logic, preventing users from entering non-formatted phones

2) to format entered phone automatically - each time the user profile is saved - according to the preconfigured logic

3) to set up a custom endpoint for the external call, so that users keep their phones formatted in Sugar as they want, but get them formatted on the fly for search purposes when the endpoint is called

The first option is preventive, the second is supportive, and the third is "to configure for me" - due to a relatively high computing load, the last wouldn't work if you have dozens of thousands of records (like Contacts) but should work for hundreds (like the number of Users)

Which of 3 would better work for your circumstances?

RE: API filter by phone number

André Lopes — Wed, 26 May 2021 14:48:48 GMT

No external tool needed for accomplishing such formatting. SugarLogic formula is able to do the job.

Create one custom field for each phone field and set a sugarLogic formula this way:

ifElse(
equal(subStr($phone_mobile,0,1),"+"),
strReplace(" ","",$phone_mobile,false),
concat("+",strReplace(" ","",$phone_mobile,false))
)

Regards

RE: API filter by phone number

Rolustech Support — Wed, 26 May 2021 07:33:11 GMT

Hi,

You can do so by extending the filter API endpoint and then processing the results based on your own needs. Here's an example of how to extend endpoints:

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Integration/Web_Services/REST_API/Extending_Endpoints/

You can also contact us at support@rolustech.com to discuss your issue with our SugarCRM experts.

RE: API filter by phone number

sophie sun — Tue, 25 May 2021 15:39:09 GMT

Thanks a lot! I’ll try it!

RE: API filter by phone number

Sanchez Jorge Luis — Tue, 25 May 2021 15:21:52 GMT

I leave one example made in Postman:

RE: API filter by phone number

sophie sun — Tue, 25 May 2021 15:00:48 GMT

Hi Sanchez,

Thank you very much for your reply!

It seems the global search is relevant.

But for my case, could you please suggest how to organize the search expression?

I still couldn’t imagine it...

Thank you very much!

RE: API filter by phone number

Sanchez Jorge Luis — Tue, 25 May 2021 14:46:07 GMT

One possible solution is that do it with GlobalSearchAPI, the unique requirement is that your fields into Contacts are aviable for Search (by studio)

I leave the following documentation:

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Integration/Web_Services/REST_API/Endpoints/globalsearch_GET/

https://support.sugarcrm.com/Documentation/Sugar_Versions/10.0/Pro/Administration_Guide/System/#Search

https://support.sugarcrm.com/Documentation/Sugar_Versions/10.0/Serve/Administration_Guide/Developer_Tools/Studio/#Field_Options

I hope help you

Cheers!

RE: API filter by phone number

sophie sun — Tue, 25 May 2021 14:08:20 GMT

Jeroen,

one more piece information: Our instance is cloud instance and I just have the administrator role... so I don’t where to change the php file... Is there a way for an administrator to set the field validation, please? Thank you very much!

RE: API filter by phone number

sophie sun — Tue, 25 May 2021 14:03:46 GMT

Thank you very much, Jeroen!

I have about 30K contacts to be updated.

Do you know if I can update the phone number via importing a cab file?

RE: API filter by phone number

Jeroen Somhorst — Tue, 25 May 2021 13:41:49 GMT

I would try to see if you can make the format in sugar more consistent. The easiest way, I think, is to do a export of the data and to correct the data in the CSV File that is exported and upload it again. In Excel it is much easier to correct errors. Next you would need to add a validation to the phone number fields that force people to fill in the correct format (based in country etc..). How to add validation can be found here: support.sugarcrm.com/.../

RE: API filter by phone number

sophie sun — Tue, 25 May 2021 13:00:45 GMT

Hi Dmytro,

Thanks a lot for your reply.

Do you have any sample about logic builder please?
I’m totally new to sugar...

The number format in sugar system is inconsistent since it’s typed by every single individual.

I just want to make the phone number have a consistent format so that I can filter better.

Thanks a lot!

RE: API filter by phone number

Dmytro Chupylka — Tue, 25 May 2021 09:37:07 GMT

Hello Sophie,

You can use Logic Builder to define your own endpoint and configure pre-processing in Sugar with no-code, so that the custom endpoint provides you an expected answer (list of user ids , I reckon)
Would you like to have an example posted here?