• Cannot add relate field [relationship field] on the custom module record save/update

    Hello, Please forgive for my language and terminologies used if are incorrect below is what I am struggling with I have a custom module name COF I wanted to have a relationship with opportunities 1 : M [1 Opportunity can contain many COFs] I…
  • Connect a related record via Workflow

    Hi, quite simple question. I have Module A and Module B. In Module A there is a new record created by incoming Mails. Some Values of the Record are set by the Subject of the Mail via Workflow. In This context i'd like to relate/connect that record to…
  • Using API to create a new record with a relation field

    I'm currently developing a webform that saves the forms' info into Sugar, using the Sugar API. Everything is working fine except for one type of field in Sugar which I am having difficulties trying to save to. That field type is relation field . While…