Hi! We want to pull a dropdown field value from a parent account to its child accounts. (For example, the industry of a child account should be the same as its parent). I tried to configure a BPM for this purpose. The issue I'm facing here is -…

Is there a best way to get a count of all documents/task etc . Like is there a URL endpoint we can just call that's like documents/count?

I want to check for multiple conditions in a formula - this is what I have tried equal($sales_stage,"Sale Closed- Lost") and greaterThan(strlen($lostreason1_c),0) and greaterThan(strlen($lostreason2_c),0) and greaterThan(strlen($lostreason3_c),0)…

Hello, I created a timestamp calculated field to see the date when Lead Status changes from A to B, however the timestamp field does not return any values. Here is the formula I added: ifElse(equal($status,"SQL"),date(""),date(toString(now())…

Hi, I recently noticed that we have an issue with saving standard SugarCRM fields. It's possible to edit and save them but the the value inputted disappear after saving it (the field remains empty). Two fields that I have the issue with are: 'Sales…

I posted this in a different thread, but this is a new formula issue I'm having I need help on. ifElse( equal($keycontact_c,true), addDays($last_call_date_c, ifElse(equal(related($calls,"call_type_c"),"Account Management Call"), 30, ifElse(equal(related…

Hello, I'm trying to get a Call Due Date calculated based off two Call conditions: 1. Call Type is "Account Management Call" 2. Call Status is "Held" I have the formula below, that is producing a Call Due Date despite the conditions and listening…

Hi Everyone. I am trying to create a calculated field and it is giving me an issue can you guys see any issue. I have the formular in english and the one in code under. I keep getting a parentheses issue Formular Unit Cost (CAD) x ( 1 / ( standardwidth…

Hello everybody! My team and I wanted to use the First Response fields that are available in Sugar 10. We were planning to use it to get a better view of SLAs and deliver better customer experience. Following the documentation we found that Business…

I am looking to create a calculated field that will find the sum of fields on related records if they meet 2 separate conditions. I'm able to use the rollupConditionalSum to account for one of the conditions, but I can't figure out how to include an additional…

Hello everyone, We need the quote_amount_c field to be a dependent calculation. For records created prior to Jan 1, 2021, the field should be available for manual entry (no calculation applied). For records created after Jan 1, 2021, the field…

Any help with this will be appreciated, as always... the effect is the same in a few different places so this explanation is generic. New record created via API from our website (new printer registration record (registration custom module)) The…

Hello Sugar lovers! We're trying to provide enriched info on our customer's records. Ex. win rates, etc. Since the reporting engine 1) cannot make calculations on sums (ex. win rate) and 2) still cannot show contextual reports in the sidebar, we're…

Hello Sugar Developers, I want to add flex relate( parent_name ) value in Calculated Formula in Meetings module for subject (Meeting Name) field. But I don't get field name ( parent_name ) in formula fields. Thanks, .

Hi All, How to set the relate field value as selected , based on the value of a field on same module or another module ? Please help me to find a solution.

Dear all, I'm curious if any of you ever came across a customer needing to filter his records based on an "older than x days" condition and how you solved it? Typical example: Opportunities with close dates older than 7 days, last interaction older than…

i need to keep a track of the number of hours of travel and time spent onsite for service work. So far its been a simple matter of creating a start datetime field and an end datetime field with a drop down to pick the correct activity, is there a way…

I have several calculated fields that are used in an Advanced Workflow criteria, but are not included in any layouts. In order to troubleshoot this workflow, I need to be able to view the values of these fields for different records. So far, I've been…

Hello, i have a Question about calculated/linked fields. I hope it's not to complicated. So i use 3 Modules (e.g. A - B - C) A got a relationship to B - so there is a field in A i choose a record from B. So its linked/in a relationship. In C i have relationships…

Hi, Can anyone suggest where in SugarCRM code I might be able to place debugging code to see calculated field activity when a record is modified? Basically, when I modify a record, I want to dump out any fields and any related record fields that are recalculated…

Hello, trying to figure out if this is possible within Process Definition or if needs to be coded. I'm trying to set off a chain of tasks that need to be created based on a date in the future. For example, let's say an annual conference event date field…

I would like to show how many cases a company has got open that have not been resolved. I would like to show this in a calculated field inside of an account.

Hello, Having some concerns with calculated fields and the solution employed. Given : 2 modules , a date field date_vis on module B , a date field date_vis on module A and looking to update the date_vis of module A , set it up as calculated field in studio…