I have a start_date and end_date and I need the number of months from start to end (rounded up) to use in a formula filed e.g. 2025-03-31 to 2026-05-30 = 14 months and 2025-03-31 to 2026-06-03 = 15 months FrancescaS

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 -…

Hi All, Just create a field type, everything is working fine but there is an issue when you trying to use the custom field on fomula buiilder, the field does not display there does anyone knows why ? Thank you.

Hello, I have a custom formula in SugarCRM that calculates New Annual Recurring Revenue: ifElse( equal($arr_yes_no_c,"Yes") ,ifElse( equal($product_type,"Renewal") ,0 ,ifElse( equal($product_type,"Renewal_with_upsell") ,subtract…

Dear friends... Think i am just stuck on the sytax to use for this? We have some related modules where the hierarchy is like this: Product Class (like the family of that product) Product (a specific part number of above, ie a double sided printer…

I want to check for multiple conditions in a formula - this is what I have tried equal($sales_stage,"Sale Closed- Lost") and greaterThan(strlen($lostreason1_c),0) and greaterThan(strlen($lostreason2_c),0) and greaterThan(strlen($lostreason3_c),0)…

Hi, I would like to update my Total Contract Value formula. At the moment this is it: rollupConditionalSum($revenuelineitems,"total_amount","sales_stage",forecastSalesStages(true,false)) I would like this field to sum from additional fields…

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…

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…

Hi Everyone! I have a view with two fields of type money, then I need to make a dependent field that this one will be visible when the currency type of some this money type fields be USD. How could I will made it with the formula constructor? Thanks…

I've been encountering an issue when working with SugarCRM 7.6 On Demand (aka SaaS instance) in making a custom field auto-increment on every update. Since I can't access the code directly to modify Sugar's internals to create an auto-incremented field…