Setting Field Based On Another Field

RE: Setting Field Based On Another Field

Dmytro Chupylka — Tue, 15 Jun 2021 08:33:23 GMT

actually, there is a very good example in the OOTB package of Process Definitions to learn from

https://support.sugarcrm.com/Knowledge_Base/SugarBPM/Process_Definition_Setup_Case_Follow-Up_Date_Management/

RE: Setting Field Based On Another Field

Romney Lai — Tue, 15 Jun 2021 08:12:26 GMT

Learnt something new - have to play around with this a bit more. Thanks.

RE: Setting Field Based On Another Field

Vince Outlaw — Mon, 14 Jun 2021 18:51:10 GMT

Thank you all for the replies!

RE: Setting Field Based On Another Field

Dmytro Chupylka — Mon, 14 Jun 2021 08:08:58 GMT

that should set area westcoast category without gateway

like this sets RLI Type on RLI Lead Source Change:

And that is how it works:
sugarclub.sugarcrm.com/.../3731.br.mp4

RE: Setting Field Based On Another Field

Romney Lai — Mon, 14 Jun 2021 00:53:29 GMT

If I read the screenshot correctly, you call the business rule to return a value but the process does not actually use the value to set a field?

Based upon the value return from the rule, you will need a gateway of some sort and then do further actions. Have a look at this as an example - support.sugarcrm.com/.../

RE: Setting Field Based On Another Field

Dmytro Chupylka — Sat, 12 Jun 2021 17:42:14 GMT

Despite the Process Definition in this case performs as an algorithm rather than a workflow, it provides the maximum visual configurability and maintainability for Sugar Admin in comparison to the code - even in the case of such a simple business rule criterion and very simple operation.

IMHO, it is a very reasonable option for setting editable field values automatically on data save - to employ SugarBPM included in the subscription.

RE: Setting Field Based On Another Field

Francesca Shiekh — Sat, 12 Jun 2021 13:07:02 GMT

I haven't tried it, but you could probably get away with using a dependent dropdown with only one possible value in the second dropdown 🤔

if you exclude the blank option it should fill the value out as soon as you choose the option in the first dropdown.

support.sugarcrm.com/.../

RE: Setting Field Based On Another Field

Sanchez Jorge Luis — Fri, 11 Jun 2021 22:24:10 GMT

You can work with one formula by studio.
See this page

https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Calculated_Field__Adding_Empty_Fields/

https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/

Kind Regards