• Count Endpoint for documents/ tasks

    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?
  • Conditional rollups based on date ranges with Sugar Logic?

    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…
  • Adding an "older than x days" filter

    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…
  • Display values of calculated fields for troubleshooting

    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…
  • Force "recalculate" calculated field alternatives

    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…