• Retrieve associated Opportunity ID when providing docID

    Hey is there a way to access the opportunity ID given the documentID. I would like to be able to query given the docID info and be able to find the associated opportunity related to the docID provided. I can definitely complete the task done the other…

  • Documentation / Sample available for Extend the document source (with an external document storage)

    Hello, is there somewhere a documentation or a sample on how we can extend the document source to define a custom external source (in order to store the document in a custom storage) ? Many thanks, Fred

  • Create a document and attach it to a specific case

    Hi, I'm trying to create a document using REST API via Postman. Here is my setup: https://i.imgur.com/NEiFrmj.png . When I send the request, a new document was created, but it didn't include any attachments. Can you help me with this case? Thank you.

  • How to create a document and attach it to a specific case

    Hi, I'm trying to send a post request in order to create a document and then attach it to an existed case. I'm using postman to send a request, the setup looks like this: https://i.imgur.com/Imm1pF1.png The document was created but it doesn't include…

  • Save e-mail attachment as a Case document

    Hello, We would like to have a functionnality allowing to save an e-mail attachment to a Case without leaving sugarcrm interface. Right now the only way to do this is manually by downloading the file and then upload it as a document. What is the best…