• Process Definition: Cannot edit change field action type

    Hello, I just imported a custom module to my production called "processing." We also imported two process definitions that use this custom module and two existing modules (Accounts & Contacts). In production, we cannot edit any of the action nodes…
  • Validation of a field durning import

    I have a question regarding data import. While importing data into a field, we can designate the field as required during import. However, we also have a specific requirement that goes beyond mere necessity. The field must not only be mandatory but also…
  • Importing data into Relationship field, but only some values are importing?

    I am importing data into a Module, and trying to import data into a Relationship field. For whatever reason, some rows go into this field but others do not. It isnt a length issue, just some dont seem to import and are left blank, meanwhile the rest of…
  • Import Duplicate Detection with Related Fields

    I had a non-db field added to the duplicate check screen on the import process, but that field no longer displays. It was made up of the first_name,last_name, and account_name fields. This no longer appears on the duplicate check dialog. I then created…
  • Linking Existing Contacts with existing Opportunites via Import

    I'm new to SugarCRM, but I got it done quickly to import records like Account, Contact, Opportunity, Product and Employee. But in my old CRM system we have on each Opportunity an assigned customer contact. As far as I understood this will be handled in…
  • Blank screen while trying to import custom package

    Hi, We are getting a blank screen on importing a custom package in sugarCRM11.2.0. The error is PHP Fatal error: require(): Failed opening required '/mnt/sugar/shadowed/domain_name /cache/mlp_temp/NbmKkm/manifest.php' (include_path='/mnt/sugar/11…
  • How to add field to validate duplicates when doing duplicate checks?

    Hello, Does anyone know if there is a way to add a custom field to a duplicate check? Specifically, duplicate accounts. It already checks on name but can we have it check on a custom field, in this case, SAP customer number? I am having data imported…
  • How to import .dat file data in sugar crm ?

    Hi There, I would like to import the .dat file data from shared server into one of my sugar crm module . I did not find any way to achive this by inbuilt sugar crm code. Can anyone have idea to implement this in sugar crm ?
  • Execution Error when importing file

    Hi everyone. Struggling to debug what seemed to be an easy issue. I'm importing a really basic .csv file into leads, nothing major, Name/ID and street. However when I run the code I get the error: Error: Execution Field Name Execution Error Value…
  • import data into relationship table

    following on from my last question, I have managed to generate a CSV of 635 records to go into my holokote - feature-key relationship table, this was easy to do with my local backup of my live cloud system. My question now is, is there anyway to import…
  • CLI tool to transfer system data between environments

    Today I wanted to share an useful tool that I built few months ago to work across environments of the same instance. The CLI System Data is a command line tool built to simplify some of the data transferring tasks between environments of the same system…
  • Bulk Upsert REST API for data loads and integrations

    The goal of this sample code is to be able to create and update big amounts of data quickly, by leveraging only REST API for integration and initial data load purposes for on-site implementations. The code implements a POST based bulk upsert API for Sugar…
  • Additional column into created records tab of import of custom module

    Hello All, Below is the screen shot of Created Records section of Accounts module(Import). While importing custom module records into custom module we will get only two Columns (fields) (Name and Assigned User Name) by default. Is there any way to add…
  • How to import french/spanish alphabets/characters?

    Hello all, I am using SugarCRM CE 6.5.x version. I am importing record in contacts where the contact name in french/spanish language. While importing record, on step 1, i can see same name which as in csv file. But on step 3, I am seeing some different…
  • hide remove import menu option

    Hi How can I hide/remove or disable the import feature in code for all modules or certain modules. 1. for all modules ? 2. for accounts and opportunities only? Thank you in advance Peter