• create relationship between contact and opportunity in a drawer

    hi, i've the following context. after a change of a field on contact. i display the drawer in order to create an opportunity. i've got a n,n relationship between these modules. i don't succeed in creating relationship between the opportunity i've created…
  • Extending Customer Journey by code

    Hi all, I'm working with the Customer Journey plugin on Sugar 8.3 (Cloud). I would like to extend its features. One my need is to print a drawer in the record view of the opportunity module after a task validation. I've noticed that all the elements are…
  • How to add an initial filter to Studio created Relate field drawers?

    My goal is to create a customisation which automatically applies a filter to the selection drawer that pops out when you click on the dropdown to select a related Contact in a custom Relate field in Calls. The drawer must show only contacts which have…
  • Overriding layout does not work as intended

    According to the hierarchy diagram , if I copy clients/base/layouts/drawer layout to custom/modules/Calls/clients/base/drawer and modify anything (like add a console.log message in the initialise function), Sugar must load my custom layout instead of…
  • Applying a custom filter when opening a drawer.

    When viewing a Contact record, there is a subpanel called "Sites", listing Sites that the Contact is related to. I've been attempting to add an initial filter to the results of the drawer that appears when selecting the "Link Existing Record" option,…