• How to add Record ID field for duplicate check while import records

    Hi All, I want to add Record ID field for duplicate check while importing a list of records. Thanks & Regards, Sundar
  • How to extend the record view to always display a specific pane between the HeaderPane and the Record/TabPanels pane ?

    Hello, I want to know what is the best way to create a custom pane that should be between the HeaderPane and the RecordPane. This pane will hosted some fields that should be always visible for the current record, even when the user navigate through…
  • I want to have alert notification on logic hook.

    I have gone through many questions and posts but i didn't find the solution for sugar 10.3 (Enterprise Edition) class save_customer { /* *$bean : *$event : *$arguments : */ function save_customer($bean, $event, $arguments) { //Check If Customer ID…
  • Enable record creation but disable subsequent editing

    Hi, I'm looking to allow for a custom module record to be create-able - but to disable any subsequent editing (either inline, via subpanels, edit button, etc). I'm using sugarcloud, currently at version 10.3.0. Whether admin users' editing rights…
  • How to get a field auto populate from another module's (from subpanel view) field on create view?

    I need to get a field from a module and set the value of this field on the name field when I'm creating a new record. For example, in a custom module, we have a field called "work product", when we are creating a new record in subpanel module we want…
  • Anyone had tried to implement "Least Busy" assignment disturb method on BPM?

    Hi, Have any of your SugarCRM experts tried to use the " Least Busy" method from Inbound Email to create a case in BPM? We are currently using BPM (Advanced Workflow) in our 10.2 Enterprise Cloud instance to assign any new case coming from Email. But…
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  • Copy Opportunity Record with all related linked RLI

    I want to copy opportunity record with linked RLI. same as quotes and QLI. when we copying any Quotes record all related RLI is also gets copied. I want to do same functionality for opportunity module.
  • Best practice for trigger a process definition after a long period of time.

    Hello, I hope you are all well. I have a request from my business to update a field on the contact record after 120 days, simple enough, so I thought. My first thought was to create a Process Definition to look for the event and wait 120 days. But I had…
  • Field need to be required for new record created from mention date

    I have created a new field in one of the module and that field needs to be required for created after any set date (i.e. 2020-10-20), that should not be required for old records. I am using the below formula to achieve this but somehow the formula is…
  • Refreshing subpanel from record.js shows no data on collapsed subpanel as well

    Hi, I am working on customization, in which i have to refresh the subpanel on record view. I am doing this to refresh the subpanel on record update. initialize : function (options) { this . model . on ( 'data:sync:complete' , this . refreshHistorySubpanel…
  • How to get Inactive Users via api call from outside sugar.

    Hi, I am trying to find a user in sugar via user_name field and that user is inactive. While making api call via postman i am not getting that inactive user detail. http://<localhost>/rest/v11/Users/?filter[0][user_name]=Test Is there any param available…
  • Print files from list view of Module and Subpanel

    How to add print file button in Action menu of record.? When the user selects records in the list view (module) or is viewing the records in the subpanel, clicking on the Print Files button will cause the files in those records to mass print. (Makes…
  • Calculating Revenue Line Item Likely Field Based On Other Field Values

    I was wondering if you can point me in the right direction for what I’m trying to do here… When a Revenue Line Item (RLI) record is created (either during Opportunity creation or otherwise), we want to set the RLI Likely field to a value equal to the…
  • Search filter in sugar url / link

    Hi, I have a webform pre-populate with a phone number. All i need to open a sugar contact module detail / list view that match this phone number. So i need to generate a link that filter my contact module with this phone number. I know old version support…
  • Readonly is not working for dropdown field data condition

    For readonly field based on condition i followed this guide https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Architecture/Sugar_Logic/Dependenc… and replicate the same code for dropdown field, its now working. Based…
  • Using desktop Sugar Offline?

    Hi there, We're investigating a specific use case in which our customer's sales force goes to his client's offices and is regularly unable to connect to any network (cellular/wifi...). On site, they need to show sales stats ("you've sold that much of…
  • want to insert into another module's Table.

    Hi Team, I have added a custom button on custom entity next to SAVE and CANCEL. On the click of custom button i want to pick some value from the FORM and want to insert into another module's Table. What is right way to achieve it. Thanks in advance. Regards…
  • Extending the moduleapi endpoint does not work

    if you put this in custom/clients/base/api/CustomModuleApi.php <?php if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point'); require_once("clients/base/api/ModuleApi.php"); class CustomModuleApi extends ModuleApi { public function registerApiRest…
  • Are SugarBPM processes triggered before or after logic hooks?

    Hello All, I have a question about how the triggering of SugarBPM processes compares to the triggering of logic hooks. We have three before_save logic hooks in the Opportunities module that are indexed to run in a specific order. I'm considering replacing…
  • Is it possible to add custom Dashlets to the main page of the Portal?

    Hello, When logging into the Portal in 10.0.1, we are presented with the Nav Bar, Search w/ Case Deflection, and 3 Dashlets: "All Open Cases", "Recently Resolved Cases", and "Knowledge Base Categories & Published Articles". Is it possible to add a custom…
  • How to convert all SugarCRM dashlet to sucrose?

    The NVD3, D3v3, and Jit chart libraries were deprecated in Sugar 7.10 and were completely removed from the product in Sugar 10. To accommodate with 10.0 version we need to use sucrose libraries. Can any one share a sample KB document how to convert a…
  • Split/Balance the tables on multiple databases

    Dear all, I want to know if there is a proper way to split Sugar database between 2 separated database : one for some confidential data (so 3 or 4 specifics tables) and keep the main sugar one for the other tables. I know that this "option" exists for…
  • Custom API error message

    Hello to everybody, We need to control that some fields of type text only has numeric values (not ask why...) at both UI and API request level so when a regular user creates/edit a record and save it a popup tell them that they enter non numeric values…
  • How to control access on dashlets

    Hi, for a specific use case we would like to be able to control the access to dashlets. Currently , as far as I know, there is no way of configuring this. So any user can select the dashlet and we need to implement logic in de controller of that dashlet…
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