• Link a Lead record to a Project record using logic hook

    I have created a one-to-many relationship between Project and Lead records. (called 'project_leads_1' in Studio) I would like it so that when a new Lead record is created that meets certain criteria (last name = '@Incoming Email Sales Lead'), the Lead…

  • Filter users ans contacts relationship

    In the meetings module, there is a Commitments sub-panel. When I add a commitment I must have a field that takes the participants (filter) of the meeting. I can't seem to find a solution for this request. I need help.

  • How to use relation prospect_list_campaigns in API? (SugarCRM 11)

    Hi, GET http://localhost/rest/v11/ProspectLists/56991d00-3c78-11ec-8a7f-005056b0b4f5/link/prospect_list_campaigns result is 404 with the response "Could not find a relationship named: prospect_list_campaigns" The relation exists and with a studio…

  • create relationship between contact and opportunity in a drawer

    hi, i've the following context. after a change of a field on contact. i display the drawer in order to create an opportunity. i've got a n,n relationship between these modules. i don't succeed in creating relationship between the opportunity i've created…

  • What is the right way to copy a bean

    Hi , what is the right way to create a bean from another existing bean ? in other words, how to duplicate bean in sugar in PHP. i want to keep relationship too.

  • Multiple links found for relationship x within module y

    We just upgraded an instance from 8.0.1 to 10.0.3 and we are now testing the instance. All seems to be good but for some reason when we open a contact or a lead we do get multiple messages stating that there are multiple links found for relationship x…

  • Dependency to make field read-only after add relationships from the subpanel

    I want to make the field read-only after add relationships from the subpanel. From the subpanel, I am pulling one field value from a related module and save in the parent module filed. Then I want to make the parent module filed read-only. And want…

  • logic hooks on EmailAddress relationships not working?

    I need to trigger a process when an Email Address is added or removed from a Contact. I was hoping to leverage the after_relationship_add/after_relationship_delete on Contacts: function EmailAddressChanged ( $bean , $event , $arguments ) { if ( $arguments…

  • How to avoid chasing red herrings in logic hook relations?

    Hello all, I am a web developer who is learning sugarcrm at my new workplace. I have a fair understanding of the MVC workflow as well as SQL and programming. My question is as follows: How do you determine the correct relationship to use with the SugarCRM…

  • Linked/calculated Fields

    Hello, i have a Question about calculated/linked fields. I hope it's not to complicated. So i use 3 Modules (e.g. A - B - C) A got a relationship to B - so there is a field in A i choose a record from B. So its linked/in a relationship. In C i have relationships…

  • Trying to create a relationship between Opportunities and Meetings and use the existing subpanel

    The goal is to create a one-to-many relationship of Opportunity to Meetings ( opportunity_meetings_1 ). As you know, Opportunities already have such a relationship ( opportunity_meetings ) because Meetings has a native flex-relate field. I know that creating…

  • Show only records related to another module

    Hello, First of all, I'm using SugarCRM CE 6.5.24 I've created a custom module, called "Time Sheet", it has the following fields: Accounts and Project are "relate" fields. My question is, how to show projects that are related to the selected account …

  • SugarCRM 7.6  Dashlet Graphs related to contact being viewed, how?

    Hi, In a bit of a pickle; i know dash-lets can be used across different modules including custom modules. however i cant figure out how to get the dash-let graphs/lists to target the modules relationship. For example, i want to track a contacts statistics…