• Cases: Assign Follow-Up Cases to parent cases assigned user depending on shift availability

    Hi, I'm looking for a solution: There is a case and the assignment is performed via the Round Robin process depending on the shifts module. Our customers have the possibility to create a follow-up case. This will be subordinated to the previous case…

  • Can't assign a lead to a user via API on creation

    Hi all, I'm looking for a little help with the SugarCRM API. I'm trying to create a lead, using the API, and would like to assign that lead to a specific user. This is the data I'm currently passing: first_name: "TEST", last_name: "TEST", email…

  • Logic Hook Needed: Set Account Assigned User to a related Module everytime a record is saved/edited in that related module.

    Hello Devs, I would like to implmenet a Logic Hooks outside the BPM, which will be executed every time a record is saved in Module B. Module B is related to module A in a 1:n connection. So module A can have multiple records in module B. Module A…

  • Filter Dashboard List View by "Assigned to Me" and a second filter

    Using SugarCRM 10.2 (Sugar Serve cloud only): When applying a filter to a dashboard list view you can select the pre-made "Assigned to Me" filter, but then no other filter can be additionally applied. When creating a custom filter there seems to be…

  • How can I dynamically assign a case using BPM/Advanced Workflow?

    I have added a custom user relation to the Accounts module for the Customer Service Rep who handles the account. Now I need to create a workflow that will assign the case to the CSR set on the account. I cannot figure out how to set this up though. The…

  • Default assigned user

    Hi, In Sugar 7.7.1.0, I'm trying to create a record with a default assigned user different than the current user. I've tried with: $dictionary['my_module']['fields']['assigned_user_id']['default'] = '<user_id>'; but without success. Any one can help me…