• Relate field in custom view

    Hi, We have created a custom view / dashlet which is loaded on the side of our create view to perform checks and give suggestions when creating a record of a custom module. In this dashlet I want to add a relate field so I can adjust my logic based…
  • How to add a related Field without adding an explicit relationship?

    Hi Developer, In SugarCRM Studio I can add a field with the type relate and link to the Accounts module. There should not be an explicit relationship between the modules. A custom table is then created for this, in which the ID of the account is inserted…
  • Implement Picker, wich shows Accounts related to a parent record

    Hello all, I would like to implement the following scenario: There is module 1, which has an 1:n relationship with module A and also an 1:n with module B. Module A has a relationship to the accounts n:1, so several records from module A can be linked…
  • How to create a Related Field that automatically takes the value of another field and uses that to query the related Module?

    For example, i have this table of data in Module 1: Module 1 Main Field Related Field example 1 example 1 (linked to item in related module) example 2 example 2 (linked to item in related module) Module 2 …
  • How create multiple links(relation ship) with bulk API

    Hello, I am doing rest bulk call. I want to create multiple relationships along with the bulk record creation/updation. Please advise. Thanks Sanket
  • Subpanel List View: How to ONLY show parent related field as column

    Hello everyone, I have a module B. In this module there is a field created from a 1:n relationship, which points to the module C (Contacts). Module B hangs as a subpanel under module A (also here a 1:n relationship). Now I want to show a column in…
  • 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 populate list in a relate field what we have type like 'contains' not exactly matches

    Hello, I want to show the list whatever we type in product relate filed currently it is showing the list which is exactly matches.I have matches the list with Contains of but it is not populate list it is showing no match found. i have typed acetone…
  • Including a Relate Field in the Quick Search for a module

    Hi Everyone, Is it possible to add a relate field to the quicksearch_field on a modules list view? We know the field can be added in the following directory custom\<module>\clients\base\filters\basic\basic.php but whenever you add the relate field you…
  • Adding a related contact on create (Admin)

    Hello! Our team has been stuck on these one for a while. Recently we implemented some processes to notify clients on the status of cases. We managed this without a problem. However we noticed something odd. Since the contact is related automatically…
  • How the complex fields(Objects & arrays from actual api response i.e. get records for a module) are defined in Metadata API (/rest/v11_8/metadata?type_filter=modules&module_filter=Accounts)

    Hi, I am doing an Api call (using /rest/ v11_8 ) to get metadata from this endpoint " /rest/v11_8/metadata?type_filter=modules&module_filter=Activities" this is for "Activities" module, here I am getting a response like this (image= metadata API response…
  • how to create hook to retrieve a column and display on record view

    I am trying to create a hook that will retrieve the relevant column I want to display when selecting a relate field. By default this brings a back and stored the id in the custom table. I want to bring back a column related to this custom table …
  • how to define relate field lookup value working in the modules

    I took the following sample off Cases module and tried to apply same pattern but it is not working for me 'site_mxxn' => array( 'name' => 'site_mxxn', 'rname' => 'name', 'id_name' => 'site_id', 'vname' => 'LBL_SITE_MXXN', 'type' => 'relate', …
  • Fetched Row Not Working on Relate Field Logic Hook

    Hi Everyone, Is it possible to use the fetched_row function on relate field (not relationship)? Currently we have the code below written in a before save logic hook, but the current account field is not pulling back a value using fetched_row. $currentAccount…
  • How to load a relate field into another field

    Hi Everyone, We currently have a relate field and would like to have the value selected in this field appear in another field on the same module. To my knowledge, it is not possible via studio and a calculated field. Has anyone had any luck loading…
  • How to add related module custom field to a dashlet column and filter

    Hello! We have a custom module Transactions which has relation to Accounts module custom field funded_c . How to show that field in the Transactions dashlet with possibility to filter? Searched a lot, but no similar cases found. Help!
  • Why when I click "Search and Select..." it tries to load, but never loads?

    Why when I click "Search and Select..." it tries to load, but never loads? There are no error logs in php, sugarcrm or brower. Any ideas would be helpful.
  • Modify the label that appears above a Relate field's search box

    Using SugarCRM 10.2 (Sugar Serve - cloud only) Is there any way to modify the label highlighted in yellow in the below screenshot?
  • Change Relate Field Value (Default is name field from selected record)

    Hello, What i am trying to achieve is that I have a relate field which is related to Products module. when i select any record from this field i can see the name of selected product in the record field. But i want that when i select any record in relate…
  • Relate Field Custom attribute

    Hi Everyone, I did some poking around but couldn't find anything directly related to this. Is there a way to create a field that stores a custom attribute that's related to another module? Scenario: I have a relate field(Users) on the opportunity module…
  • Relate field to 'Employees' module

    Hi, I have built a custom module using module builder and have deployed to a Sugar instance. I want to add a Relate field in the custom module which links to the Employees module. This is because the information to be captured can relate to either ex…
  • How set a value as selected on relate field

    Hi All, How to set the relate field value as selected , based on the value of a field on same module or another module ? Please help me to find a solution.
  • Get user who checked a checkbox and add the user in Relate field(Users module)

    Hi, I have 3 fields: Checkbox, Relate field & Date in my custom module. All users can access the module but only few users can edit or update the fields. Here, when a user logs in and checked the checkbox, I need the get the user and update him in the…
  • 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…
  • What table can show me a relate field?

    Hi people. I wanna update some registers with a bad id in a relate field, the problem is, where (what table) can I see this relation on BD? for example, I have a relate field between Products and Sellers, in the field Product->Seller, I have the id of…
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