• BPM to inherit industry field from parent account

    Hi! We want to pull a dropdown field value from a parent account to its child accounts. (For example, the industry of a child account should be the same as its parent). I tried to configure a BPM for this purpose. The issue I'm facing here is -…

  • currentUserField() and core User fields

    Hello, I was wondering if one of you can answer this question : why core user fields are not available for the currentUserField () formula ? Is there a logical reason I am missing that explains this ? Because, while digging in the code, we understand…

  • 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…

  • Adjusting Total Value Formula

    Hi, I wanted to ask, if anyone knows how to adjust the total value formula (standard opportunity field): ifElse(and(isNumeric($quantity), isNumeric($discount_price)), ifElse(equal($quantity, 0), $total_amount, currencySubtract( ifElse(isNumeric…

  • 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())…

  • Is it possible to overwrite calculated fields?

    Hi, I am wondering - is it possible to overwrite calculated fields? I have a calculated field (Total Contract Value) which is calculated based on ARR and subscription duration. But there are some exceptions to the formula. Rather than altering the…

  • ERROR: isInList: The parameter at index 1 must be of type enum

    Hi, I have this "Visisble if" formula. $service_product_c is a multi picklist field. I want the field to be visible when the value "Business integration" is selected. I tried: equal("Business integration",$service_product_c) // This works, but no…

  • 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…

  • Sugar Formular issue

    Hi Everyone. I am trying to create a calculated field and it is giving me an issue can you guys see any issue. I have the formular in english and the one in code under. I keep getting a parentheses issue Formular Unit Cost (CAD) x ( 1 / ( standardwidth…

  • In the release notes for Sugar 11; the function isInList has been updated to work with mulitselect fields; Is there an examples of how to properly make this call?

    In the release notes for Sugar 11, https://support.sugarcrm.com/Knowledge_Base/Installation_Upgrade/What_to_Expect_When_Upgrading_to_11.0/ . It states Sugar Logic Passing a mulitselect field as a second parameter in the isInList() formula does…

  • 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…

  • Add Flex relate value in calculated formula

    Hello Sugar Developers, I want to add flex relate( parent_name ) value in Calculated Formula in Meetings module for subject (Meeting Name) field. But I don't get field name ( parent_name ) in formula fields. Thanks, .

  • Calculation formulas broken after git pull

    Hi all, I've been developing a set of formulas for a client. After some testing on my localhost I've committed everything to our repository and pulled it over to the user testing instance. The pull works fine, the permissions are OK. Then, as you would…