Issue with saving standard fields in SugarCRM

Hi Ada Napierala,

Both the Sales Status and Service Duration fields have their values determined by the related revenue line item records. It looks like you are not using the default dropdown list for the Sales Status field (sales_status_dom) so that may be contributing to the issue. The field is designed to be placed into the appropriate status based on the following:

- If at least one RLI is still in an "open" status (i.e. not 'Closed Won' or 'Closed Lost'), then Sales Status is 'In Progress'
- If at least one RLI is in 'Closed Won' status and all RLIs are in a closed status, then Sales Status is 'Closed Won'
- If all RLIs are in 'Closed Lost' status, then Sales Status is 'Closed Lost'

You can use your own dropdown list for this field if you want, but (1) the database values of the dropdown list would need to match the original list, and (2) I'm not sure what value that would offer given the inherent functionality with setting the field value automatically. If you are looking for a status field to be manually set by users, I recommend creating your own custom dropdown field and hiding this field from view. 

The Service Duration has similar functionality in that it rolls up the service duration of any related RLIs. The RLI with the longest duration takes priority when setting this field value. It looks like there may be a bug with this field in 12.3:

- It only shows a value for me if I click in the field to edit it
- Unlike other RLI rollup fields, the field is immediately editable (i.e. I don't need to click the box to update all related RLIs in order to make a change in the field)

If you're seeing similar, I recommend filing a case with Sugar Support to address that aspect. However, similar to Sales Status, if you want a field that is fully controllable by your users and not dependent on RLIs, I recommend considering a standalone custom field.

Chris

Hi Ada Napierala,

Both the Sales Status and Service Duration fields have their values determined by the related revenue line item records. It looks like you are not using the default dropdown list for the Sales Status field (sales_status_dom) so that may be contributing to the issue. The field is designed to be placed into the appropriate status based on the following:

- If at least one RLI is still in an "open" status (i.e. not 'Closed Won' or 'Closed Lost'), then Sales Status is 'In Progress'
- If at least one RLI is in 'Closed Won' status and all RLIs are in a closed status, then Sales Status is 'Closed Won'
- If all RLIs are in 'Closed Lost' status, then Sales Status is 'Closed Lost'

You can use your own dropdown list for this field if you want, but (1) the database values of the dropdown list would need to match the original list, and (2) I'm not sure what value that would offer given the inherent functionality with setting the field value automatically. If you are looking for a status field to be manually set by users, I recommend creating your own custom dropdown field and hiding this field from view. 

The Service Duration has similar functionality in that it rolls up the service duration of any related RLIs. The RLI with the longest duration takes priority when setting this field value. It looks like there may be a bug with this field in 12.3:

- It only shows a value for me if I click in the field to edit it
- Unlike other RLI rollup fields, the field is immediately editable (i.e. I don't need to click the box to update all related RLIs in order to make a change in the field)

If you're seeing similar, I recommend filing a case with Sugar Support to address that aspect. However, similar to Sales Status, if you want a field that is fully controllable by your users and not dependent on RLIs, I recommend considering a standalone custom field.

Chris