• Relate field in custom view

    Hi, We have created a custom view / dashlet which is loaded on the side of our create view to perform checks and give suggestions when creating a record of a custom module. In this dashlet I want to add a relate field so I can adjust my logic based…
  • Request Status are automate to change resolved to Closed

    Dear All, I want to customized Request Status are automate to change resolved to Closed in 14 days. Please suggest a change or customized in code . Thanks & Regards, Suraj Kumar
  • 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…
  • Scroll Issue After Update 13.3.0

    Hello, Since the last update to 13.3.0 one of our pages lost the ability to scroll. To fix this, I tried to add a custom.less file to the custom/theme folder as stated in the documents with simple styling *{ overflow:scroll } and I uploaded it to the…
  • How to make a custom report

    Hello, I am new to SugarCRM, I want to know how we can generate a custom reports in which we can override export to word/pdf functionality as well. Please suggest any relatable guide. Thanks
  • How to override export to word feature in custom reports

    Hi, We are using a custom report to display data in tabular form , We need that all data to be export as a word file as well. I am using normal php method to export the data but it's showing the css, js files missing errors and not displaying proper…
  • How to disable modules in Global Search Dropdown?

    Currently, when someone select the search and selects the dropdown, you see the screenshot below. How would I go about disabling: "Business Centers", "Document Merges", "Revenue Line Items", "Shift Exceptions", and "Shifts" from this menu? They don't…
  • Relationship based on another relationship

    Is it possible to create a relationship based on another relationship? For example, in Opportunities I need to add two Contact relationships to track both Commercial and Technical contacts for an Account, but I need to limit the ability to select the…
  • Has anyone managed to get Seedbed running for end-to-end testing?

    I managed to update the Dockerfile and scripts to build successfully using the bullseye node package and bellsoft-java8, however I'm stuck with the yarn.lock looking for the seedbed package on cache.sugardev.team. I looked around and it doesn't look…
  • How can I display fields from one module on the create and detail view screens of another module?

    In the module builder level, I have created three modules. We are using the SugarCRM sidecar method to display the modules. Module 1: Contracts Fields: Name, Email, Mobile Module 2: Contracts_Sales Fields: Sales_person_name, Sales_company, Sales_email…
  • 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…
  • Sugar Latest Version ENT V13 Clarifications

    1. New Module Deployment : In Sugar V13 ENT default fields, such as the 'Name' field, are not listed Studio ->Layouts -> Record View/List View sections. For example, we would like to display the 'Name' field somewhere other than the top of the screen…
  • How to disabled/hide create option for "ABC" role to create lead in mobile app list view

    Hi ALL, I have added js in custom/clients/base/view/list view and changes are working fine in Desktop version but same not working in mobile app. How to disabled/hide create option for "ABC" role to create lead in mobile app list view Kindest…
  • How to manipulate directories and files on the new SugarCRM version.

    Hello everyone! Previously on my codes, I working with the local files and local directories using some like this: $function['mkdir'] = mkdir; $function['fopen'] = fopen; $function['unlink'] = unlink; ... $function['mkdir'](<new_directory_path>…
  • MailerFactory damage the attached files

    Hi Everyone! I have a problem with a code, I have a logichook that sends an email with files attached, but some days ago the customer reported an issue... the files arrive damage to the inbox email. I'm using the 'MailFactory::getSystemDefaultMailer…
  • Issue with Authenticated Custom Entry Point - redirecting to home page

    Hi, We may have found an issue with the authenticated custom entry point. It seems that there is an issue with the authentication even when the user is already logged in. We have experienced this on our custom entry points after we upgraded sugar to…
  • Default duration in calls [mobile app]

    Hi, I managed to change the default duration of calls in the web application to 5 minutes (date_start and date_end fields). I need to know if it is possible to do the same for the mobile app. I couldn't find this information in the documentation. Changes…
  • connect sftp and get csv file from folder and then import into sugarcrm or read data from csv and update into sugarcrm

    Hi All, Sugarcrm version 12 Can you please help me with how to connect sftp using php code and get csv file from sftp folder and then import into sugarcrm or read data from csv and update into sugarcrm? Thanks, Shreya
  • Report Schedules - Excel option with Excel formatting

    Hi Team, Kindly suggest on how we can add Excel option in Report Schedules module and send formatted excel report on email. .csv option is there but we want to send formatted .xls file. Thanks, Shreya
  • Package Installation failed! - Code attempted to call blacklisted function .........

    Hi All, We are trying to create PDF template on our SugarCRM cloud instance(sandbox) version 12. We followed the steps below: Created PDF template in Admin->PDF manager To fetch the related module records we need to add custom code in “\custom…
  • How to create an event based on any record save ?

    Hi There, We would like to implement the below functionality Upon creation/edition of any record in any of the module (name for example : PS) : a calendar invite sends to the Contact's primary email address. On save/edit of the record an event…
  • How to Send invites as calendar invite (ical) - For any module

    Hi There, We would like to implement the below functionality Upon creation/edition of any record in any of the module (name for example : PS) : a calendar invite sends to the Contact's primary email address. Calendar Appointment Subject/Title…
  • BeanFactory::getBean not returning existing record in SugarCRM custom code

    I have a SugarCRM integration. It has the following line in the code $beanToSync = BeanFactory::getBean($moduleToCheck, $beanToSync->id); In $moduleToCheck the module 'Leads' is passed and $beanToSync->id have an ID of an existing Lead in SUgarCRM…
  • How to fix 302 error on api call via hbs template?

    Hi, I am using ajax call in hbs template to call custom api onchange of specific dropdown. It's working fine for admin user but not working for normal user, It's showing 302 response on api call. Below is the response i am getting on onchange of…
  • 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…
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