• 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…
  • reports varchar link

    I have added a custom field to a custom module so it can be shown in reports. The field contains a link to a report (with query string values added with the intention of setting the filters with those values) The field currently shows on the report…
  • SugarCRM API Metadata endpoint. Properties - How to define an updatable field?

    Hi, When querying the /rest/v11/metadata?type_filter=modules endpoint we can see the list of fields under the /fields object. Some fields have the property "readonly", as the name implies this defines if this field can be used on Create/Update endpoints…
  • Change fields listview duplicate check

    Hi, We would like to change the fields displayed in the duplicate list view in the convert lead functionality. Could you please tell us how we can modify this view? Thanks. Stijn
  • Duplicate Function: How can I manage fields to duplicate?

    Hello Devs, I would like to customise the duplicate function and expand the fields that are also copied when duplicating. To my knowledge, this is not documented. I have seen different approaches, but I am unsure how to proceed here and therefore ask…
  • Did anyone ever succesfully extend the MultiAttachmentsField controller?

    Hi, I was wondering if anyone succesfully extended the MultiAttachmentsField Controller? I need to make a small change to the format function so the url that is generated is a bit different for some reason as soon as I make a new file custom/modules…
  • 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 use $in in request

    I have to pull /Accounts against specific IDs and trying different methods but not working. e.g rest/v11_8/Accounts?filter[0][id][$in]=[ae6b1eba-eff3-11eb-b5b6-068d8b4b7195]
  • Pulling Parent Fields via Populate List

    Hi all. I am trying to use the vardef (populate_list) to pull fields in on the subpanel create. I have this working for Contacts by doing something simple such as: $dictionary['Contact']['fields']['account_name']['populate_list']['description'] =…
  • Tab Order of fields

    Hi all We would like to set the tab order to jump directly from the Sales Opportunity Name to the first field defined in the Layout. Unfortunately you need to tab through "Cancel", "Save", close/open Sidepanel, etc. Any idea how this could be achieved…
  • 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…
  • How to import or populate Contact on Case

    Hello! I've been learning Sugar for the past few months. I've setup some workflows for notifying portal users when their case changes status. This WF uses the Contact Subpanel to get the recipient to send the notificacion via email. However when…
  • How to know the data types of the fields of the different modules?

    Is there any place where the datatype values are stored? I need to know what kind of data they are in order to display them. For example if the status field is a dropdown I will put a dropdown, if it is a text area I will put a text area etc.
  • How To Make Dependent Filter In Sugarcrm 9.0 Report Module ?

    Hi All ! How To Make Dependent Filter In Report Module Sugarcrm 9.0 .? Its Working On Accounts and other Modules In edit View While I am trying To create Report for ex-Account Module But Filter Dependent Not Working ? So any one Suggest me What can i…
  • Get labels of all the fields available for a module

    Hello, I have a requirement where I need to get the list of all fields available for a module. I am currently using this endpoint to get the data: /rest/v11/metadata?type_filter=modules&module_filter=Contacts Everything is working fine with this except…
  • Linked/calculated Fields

    Hello, i have a Question about calculated/linked fields. I hope it's not to complicated. So i use 3 Modules (e.g. A - B - C) A got a relationship to B - so there is a field in A i choose a record from B. So its linked/in a relationship. In C i have relationships…
  • Field in custom module doesn't save

    Hello community, My Tech information Sugar PRO 7.7.1.2 Onsite PHP Version 5.6.24-0+deb8u1 We create a simple custom package with a normal module inside We try to add or modifiy a field We save it Nothing field is not modify or create. What we inspect…
  • Unable to set HTML field of a SugarBean

    On my custom endpoint that does not require authentication I am trying to save an HTML string to a custom HTML field . Outputting the HTML string to a TextArea field shows that it is definitely working and the string is correct . In the screenshot below…
  • Mail template with module fields

    Hi, I use SugarCRM pro 7.6 and I want to send via PHP a mail with a pre-created template. In the template I want to insert a lot of fields from different modules (Accounts, Contacts, Quotes...). How can I create the template with the fields placeholders…
  • How to create a new field in a bean from module Notes?

    I am using a module called notes to keep track of emails so that I can view both emails and notes in the sugar portal. Right now the portal is only set up to view the notes associated with a case and not emails. Our work around to this is going to be…