• How to lock Records AND all Subpanels (especially creating Relationships) for Records with a special Status?

    Hello Developers, We would like to implement the following: Suppose we have a data set that has a custom field called 'Status'. If the status “B” is selected in this field, then the data record should no longer be able to be changed. This can apparently…
  • Login is not working (When more than 1 UI server) while updating OS from CentOS 7 to Amazon Linux 2023 for SugarCRM 12.0.5

    Hello Team, We are using SugarCRM 12.0.5 Enterprise Edition on our on-premise AWS environment with Cent OS7. We are running with 2 UI and 2 API and 1 Scheduler instance on lower environment. When we are trying to upgrade OS from CentOS 7 to Amazon Linux…
  • Scheduled reports .pdf need to password protect the full pdf?

    Hi, Created some scheduled reports (hourly) that will be send to external email addresses using a workaround. (set up a rule in MS exchange to distribute this report to external email addresses) this works fine. But here's my question: These reports…
  • HTTP: 500 Internal Server Error Invalid subscription json data

    Dear Team, I have Upgraded our sugar CRM 11.0.6 to 12.0.3 & we are Getting CRM after login screen ( HTTP: 500 Internal Server Error Invalid subscription json data ) Please help what can i do for this issue
  • Account_name Rest API call on Contacts module

    Hi, We observed there was an additional rest api call( ( /rest/v11_16/Contacts/<SugarCRMUUIDForRelatedPatronID>?erased_fields=true&fields=account_name ) added on contacts module load after SugarCRM Upgrade from v8.0.0 Ent to v12.0.2 which we didn't…
  • Does anyone encountered logout issue immediately after the login if you refresh the page?

    Anyone encounter and issue if you refresh the page or access records in new tab it logout the user? Happens in all users. Already configured the recommended configuration in php.ini about session directives. Also applied config from below https://support…
  • Link a Lead record to a Project record using logic hook

    I have created a one-to-many relationship between Project and Lead records. (called 'project_leads_1' in Studio) I would like it so that when a new Lead record is created that meets certain criteria (last name = '@Incoming Email Sales Lead'), the Lead…
  • SugarBPM: Start Event Relationship Change not working via REST?

    Hello, I would like to implement a process that starts when a new ticket is attached to a lead. The relationship change event also works when I link a ticket to the lead via the UI. However, we also have a REST interface running that does just that…
  • how to extend OutboundEmailConfiguration into custom folder?

    Hello, When we sudo login with users it create 1 duplicate record outbound_email entry. So when we check email listing it will show multiple recipients. I want to customize core module OutboundEmailConfiguration but It is not working when I extend…
  • What is the use of erased_fields=true in REST API ?

    Hi, We are using rest api to get the records from any module , We see there is parameter used in that ?erased_fields=true , What does that mean ? For ex : we are using the api : / rest/v11_20/M03_Work_Product?erased_fields=true&view=list&order_by…
  • Change Meeting/Call Reminder Template to include Description value?

    What variable am i to use to add the meeting 'description' to the template? My change looked like this: <!-- BEGIN: MeetingReminder_Subject --> Meeting Reminder - {MEETING_SUBJECT} <!-- END: MeetingSpecial_Subject --> <!-- BEGIN: MeetingReminder --> Title…
  • Replacing nusoap and curl using NTLM auth for sugar 12.0.3

    Hi, We are upgrading a customer from 11.x to sugar 13, but in 12.0.3 Nusoap has been removed. The customer is also using NTLM authentication for their soap connection. I am having troubles finding documentation covering this scenario. I have found that…
  • Add module name as prefix in audit logs

    Hello, How to add module name as prefix thru which field is updated in source name instead of logic hook in audit logs. Please check screenshot. Thanks in advance, Kavita
  • How to create a Related Field that automatically takes the value of another field and uses that to query the related Module?

    For example, i have this table of data in Module 1: Module 1 Main Field Related Field example 1 example 1 (linked to item in related module) example 2 example 2 (linked to item in related module) Module 2 …
  • Change Meeting/Call Reminder Template to include Description value?

    What variable am i to use to add the meeting 'description' to the template? My change looked like this: <!-- BEGIN: MeetingReminder_Subject --> Meeting Reminder - {MEETING_SUBJECT} <!-- END: MeetingSpecial_Subject --> <!-- BEGIN: MeetingReminder --> Title…
  • metadata/public?type_filter=&platform=base&module_dependencies=1 - 500 Internal Error

    I am getting 500 Internal Server Error in metadata/public?type_filter=&platform=base&module_dependencies=1 API and page unable to load. SugarCRM login page is keeps on loading.But no errors in php & sugar logs.
  • Struggling to undertand which label to use within the (e.g., https://google.com/maps?q={primary account address})

    Include a Map Link to Account Location Including an Action Button that links to a specific map location (e.g., google.com/maps address}) can provide your Sales team with directions to the account's location in one click. Tried utilising it as it is…
  • Updating Teams on an Account through API

    I have been trying to update the Team an Account is assigned to through the API but it doesn't seem to update. Has anyone tried to do this?
  • How to make a Relationship between Users and Roles , Teams Modules

    Hi, I need to create relationship between Users -> Roles and Users -> Teams modules. Itry with using sugar studio but the relationship target module ( Roles and Teams ) is not listed. I must create relationships one to many with the core role module…
  • Error Upgrade SugarCRM Enterprise from 11.0.3 to 12.0.0

    Good Day! Hello Everyone, I am asking anyone from the community who encounters errors during the upgrade of their SugarCRM Enterprise, both in silent upgrade and wizard upgrade, for help. SilentUpgrade Error: Wizard Upgrade Error Wizard…
  • Sugar 12.3 Process Email Templates populating a dynamic table

    Has anyone been able to create a Email Template where you are populating a dynamic table that might have a single records or multiple records? I am working on a Quote approval letter to be sent to the customer.
  • alternative to downloaded the backup with uploads for non-IDM enabled instances

    Hello All, Could anyone please help with downloading a backup for non-IDM enabled instances, please? When we go to Admin > Sugar Cloud Insights it throws error "Forbidden Request" and it become difficult to ask sugar support for daily backups. …
  • 500 Server Error SugarEnterprise v12.3.0 - Cannot load DB manager

    Hello Everyone! I would like to ask just in case anyone encounters the error that I am encountering right now. I requested a SugarCRM Enterprise 12.3.0 backup from the cloud, and I want to install it locally for development purposes. I restore the…
  • It is possible to add mail automation upon creating a Case in SugarCRM?

    Good Day! Hello Everyone, I just wanted to ask if it is possible to add an email automation upon creating cases. This email notification should work if the support team creates a case record in SugarCRM, or if the customer sends an email to the…
  • Issue at the moment of install a new local with the last version

    Hello Everyone! I would like to know if someone have had problem at the moment of install a new local instance with the last version. At the init of the last week I requested a backup of an instance that I working on my company, but after of complete…
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