• Validation of a field durning import

    I have a question regarding data import. While importing data into a field, we can designate the field as required during import. However, we also have a specific requirement that goes beyond mere necessity. The field must not only be mandatory but also…
  • I was asked to create a report of all our SugarCRM reports and the number of times they have been accessed. Is this data even available with the Tracker module?

    We user SugarCRM Sell hosted in the cloud. When I perform a custom query like this: select * from tracker t where action = 'detailView' and module_name = 'Reports' order by date_modified desc The data exported just seems to be the date_modified…
  • Grant access to certain portions of administation

    We have certain users we would like to grant access to a certain admin portion. We would like to grant them access to User Management Role Management Schedulers Thoughts on how to limit our production environment?
  • Grant access to Schedulers via Role or ACL?

    We would like to grant a user access to Schedulers without granting them access to All of the administration. Thoughts? This doesn't seem to work. (function (app) { app.events.on("app:sync:complete", function () { if (app.user.get('type') != 'admin…
  • How to leverage MySQL Views as a module?

    We have a subset of data that is summarized as a view. We would like to have a Module view this data. Overall this works fine except when we perform a QRR. Sugar things that there is an issue with the table. It's a view. Thoughts on how to have Sugar…
  • Publish/Subscribe Events with Sugar?

    We are working on an event-driven architecture that leverages Publish/Subscribe. Is there any method to customize Sugar to be a subscriber to events? If so, how do you configure Sugar? If not, what is the best method to create a PHP-based subscriber…
  • 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…
  • Initial Filter with hardcoded value

    I have setup some initial filters based upon https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Architecture/Filters/index.html The screen looks correct but... When the drawer opens, we do not want the user…
  • Assigning Customer Service Cases to Different Users via the Sugar Portal

    Hello everyone, I would like to ask for your assistance regarding a prospect. The prospect is a customer of a supermarket chain, and their use case involves creating customer service cases. The customer service team needs to have the ability to create…
  • Dynamically Hiding Subpanels Based on Record Values not working in Sugar 13

    I have followed the instructions at https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Cookbook/Dynamically_Hiding_Subpanels_Based_on_Record_Values/#Related which has worked in previous version of Sugar. However, in…
  • Help with ExternalResourceClient with multipart/form-data?

    I need some help with ExternalResourceClient with multipart/form-data? I tried following the examples at https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Integration/ExternalResourceClient/ but they don't handle multiipart…
  • Sugar 13 Enterprise On-site with Elastic Search 8.4.3 (Windows)

    Hi. We have resently upgraded our Sugar test environment to version 13. We have also attempted to install and run the Windows service for ES 8.4.3 (Elastic Search) but are unable to test the connection via Sugar Administration and perform the required…
  • Has anybody developed an Audit Log Dashlet

    Currently in order to view the Audit Log the user must select "View Audit Log" from the Edit menu on a Record View. We would like to see the Audit Log in a List View as a Dashlet on the right-hand side of the Record view. Has anybody already developed…