Thread Details
  • State Suggested Answer
  • Replies 4 replies
  • Answers 1 answer
  • Subscribers 368 subscribers
  • Views 4178 views
  • Users 0 members are here
Forum Actions

Action Button

Olivia Forde

I have created an Action Button on Leads that creates a new record in a Custom Module. The relationship between the Lead and the custom module is 1:1 so once a record is created in the new module the button should then be hidden, the record created can be edited but it should not overwrite with a new record

  • 0 Sugar Employee Badge

    Hello  , 

    I was performing a quick test and you can hide the action button after creating the records if you set it as dependent and add the following formula. Just replace $bbb_custommodule_lead with the name of your related custom module. 

    ifElse(greaterThan(count($bbb_custommodule_leads),0) ,false,true)

    Let me know if this works for you. 

    Cheers, 

    André 

  • 0 in reply to Andre Serrazina

    Hi Andre

    It wont allow the formula 

    ifElse(greaterThan(count(related($leads_disc1_discovery_1, "name"),0),false,true))

    Error is

    Invalid formula: Cannot read properties of undefined (reading 'returnType')

  • 0 in reply to Andre Serrazina

    This works but in the opposite way to what I want - I want to hide if below is true

    (doBothExist(related($leads_disc1_discovery_1, "name") ,related($leads_disc1_discovery_1, "date_entered")))

  • 0 in reply to Olivia Forde

    This works equal(related($leads_disc1_discovery_1, "name"),"") 

    Thanks Andre for the steer