Thread Details
  • State Not Answered
  • Replies 4 replies
  • Subscribers 374 subscribers
  • Views 95 views
  • Users 0 members are here
Forum Actions
Related

Create record and prefill data.

Marco Wolf

Is it possible in Sugar (default, without customizations) to create a record and prefill data?

The use case is logging a call from a VOIP integration. They want to open the create view of calls, prefill with data and have the user save it. Or cancel (in which case nothing is ever saved to the DB).

Parents
  • 0

    Hi   ,

    You can define default value for any fields of your record ; but there won't be any easy way to cancel the suggestion before DB saved instead of cleaning manually the prefilled fields.

    Currently, I am using the ACTION BUTTON to preset specific field on demand WITHOUT automatic saving ; in your case, the call will be created with default value and the user, by clicking on the action button, can received prefilled value for several fields. You can also create another button to reset the field to core default value (but of course, if the user cancel the save after clicking on the button, no updated data will be pushed to DB).

    It is interesting to prefill call scenario depending on the caller request etc.

    I hope it helps. Of course, dev solution is possible but you asked without.

    Fred

  • 0 in reply to Frédéric Rinaldi

    Could you elaborate on ACTION BUTTON implementation. Do you have some more information about that?

  • 0 in reply to Marco Wolf

    ActionButton is a field type that allows end user to process an action when clicking on the button.

    For your use case, you should

    • create a new ACTION BUTTON field for call module
    • configure your button and add an UPDATE RECORD action
      • disable the AUTO CREATE option
      • autofill the expected default value using the SET FIELD VALUE(s) option (could be manual setup or calculated with Sugar logic)
    • put your button on display using the options in the LAYOUT CONFIGURATION (right part of the screen) section

    support.sugarcrm.com/.../

Reply
  • 0 in reply to Marco Wolf

    ActionButton is a field type that allows end user to process an action when clicking on the button.

    For your use case, you should

    • create a new ACTION BUTTON field for call module
    • configure your button and add an UPDATE RECORD action
      • disable the AUTO CREATE option
      • autofill the expected default value using the SET FIELD VALUE(s) option (could be manual setup or calculated with Sugar logic)
    • put your button on display using the options in the LAYOUT CONFIGURATION (right part of the screen) section

    support.sugarcrm.com/.../

Children
No Data