• For API customization in SugarCRM

    Dear All, I want to customized Some input received in Sugar by Default API . How can I customized if ? And Also share the path of default API in SugarCRM used. For Example :- I have share a case crate API with portal user and I received regularly in…
  • How I am planning to "Marie Kondo" our Sugar instance. What's your "decluttering" strategy?

    In the 90ies (yes, before some of you were born, sigh) there was a phrase people liked to use when describing the attempts at keeping data clean and relevant: " herding cats ". It certainly evoked the overwhelming and chaotic nature of the task. A more…
  • Is there an EndPoint to create and update fields?

    Hello. Our team wants to implement automations for creating and updating fields, is there an EndPoint that allows me to create and/or update fields of an instance? Regards.
  • Last Updated - Next Steps field

    Hi, Is it possible to timestamp the Next Steps field - I want to be able to see when it was last updated. Would I set up a timestamp field and then create a BPM? I know there is a comment log field - however since we cannot report on it, it's…
  • BPM for summing different activities

    Hi, Is it possible to create a business process that will count each meeting / task / email created on the opportunity, and will sum each activity in a field created on the opp? Thanks! Ada
  • Timestamp field for a Dropdown filed - change in value

    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())…
  • Modifying formula / adding dependency

    Hello, I added a formula to one of our custom fields that calculates any new ARR on an opportunity and revenue line item (especially usefully for renewals with upsells): ifElse(contains($arr_yes_no_c,"Y"),subtract($discount_price,$renewal_arr_c…
  • Calculating Call Due Dates

    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…
  • How to add field to validate duplicates when doing duplicate checks?

    Hello, Does anyone know if there is a way to add a custom field to a duplicate check? Specifically, duplicate accounts. It already checks on name but can we have it check on a custom field, in this case, SAP customer number? I am having data imported…
  • Records last Modifications date automatic changes without updating records ?

    Hi All Please suggest , Records last Modifications date automatics changes without updating manual or api records ? any one have any idea why this is happen ? and where is it possible and why modification date changes without changes updating records…
  • updateParams on custom fields

    Hi there ! I want to use the updateParams function, but it doesn't work on custom fields for custom tables, for example I want to update a field named status_proc_c on the table cases_cstm, but after debugging I noticed that the field isn't considered…
  • Adding a related contact on create (Admin)

    Hello! Our team has been stuck on these one for a while. Recently we implemented some processes to notify clients on the status of cases. We managed this without a problem. However we noticed something odd. Since the contact is related automatically…
  • How the complex fields(Objects & arrays from actual api response i.e. get records for a module) are defined in Metadata API (/rest/v11_8/metadata?type_filter=modules&module_filter=Accounts)

    Hi, I am doing an Api call (using /rest/ v11_8 ) to get metadata from this endpoint " /rest/v11_8/metadata?type_filter=modules&module_filter=Activities" this is for "Activities" module, here I am getting a response like this (image= metadata API response…
  • On click of custom button , how can I call API ?

    Query : I have an API in Acconts/clients/base/api/mycustomAPI.php. On click of the button (custom button created) , it should call that API. Sugar CRM version used : 10.3 API url :3.82.61.201/.../ My Code: (record.js) ({ extendsFrom:'RecordView…
  • Call reminder email notification template

    Hello, Is there an upgrade safe way of adding new custom fields to the email template for call reminders? I can access the template in include/language/en_us.notify_template.html and customize it by creating custom/include/language/en_us.notify_template…
  • Calculated sum field with multiple conditions

    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…
  • how to make a cloud compatible studio customization for enums

    Hi, is there a way to modify the studio view "modification of a field" in order to add some custom properties to the vardefs while being cloud compatible ? As of now we were using an admin view and the method "array_to_file" to push our custom properties…
  • SugarCRM Decimal Field

    Hi All, I have created the decimal type field using vardef where the length is 18 and precision is 15 which is also same in MySQL but when i try to update the field value up to 15 decimal like 34.1234567899876489, it is storing as rounded value up…
  • Any rules against using capitals in the naming of fields?

    I have some very old fields (circa Sugar v.6.x) that have names that start with capital letters like: VIP_status_c I just now noticed that in v9.0.3 Professional and v.10.0.3 Professional when I add them to a layout using Studio, the layout is saved…
  • How do I create a label field that shows a warning or not?

    I have an API that returns true or false based on if the id is associated with a course that has been billed. I needed to create a API, because the billed value is in a parent module. How do a create a custom field that is a label that displays a…
  • Field ("variables") in Process Email Templates'URLs (GUI editor)

    Hi all, Is there a way to add custom fields in URL on process email templates. I've tried to go on "Insert/edit Link" then set my link to http://abc.com/a?parma={::Cases::my_field::} , but this will be send as it is, without replacing the field name…
  • Why is Package not uninstalling correct?

    CreditFields.zip Above is a link to the package I am using. The package installs just fine, yet when I uninstall it I get the following errors. Wed Sep 30 16:05:49 2020 [ 6385 ][ 1 ][ ALERT ] Query Failed: ALTER TABLE campaigns_cstm drop COLUMN…
  • Adding formulas/field calculations when creating custom fields via the manifest file.

    Hey guys, I hope you are all well. I am currently work on a package to update our customer onboarding process. It would be preferred to install a single package in production and the configuration is complete except for adding the fields to the record…
  • Create multiple choice field types

    Hi everyone, I trust you are all keeping well and safe during these unusual times. Was wondering if anyone has ever created a multiple choice type field, either using radio buttons or tick boxes? Similar to what we normally see during a survey. Here'…
  • Setting default values in new custom fields doesn't work

    I've created three new custom fields using a module loadable package by placing the text quoted at the bottom in manifest.php. The fields were created with no problems. When I look at these fields in Studio, I see the default values set as in manifest…
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