• How to add Record ID field for duplicate check while import records

    Hi All, I want to add Record ID field for duplicate check while importing a list of records. Thanks & Regards, Sundar
  • How to extend the record view to always display a specific pane between the HeaderPane and the Record/TabPanels pane ?

    Hello, I want to know what is the best way to create a custom pane that should be between the HeaderPane and the RecordPane. This pane will hosted some fields that should be always visible for the current record, even when the user navigate through…
  • I want to have alert notification on logic hook.

    I have gone through many questions and posts but i didn't find the solution for sugar 10.3 (Enterprise Edition) class save_customer { /* *$bean : *$event : *$arguments : */ function save_customer($bean, $event, $arguments) { //Check If Customer ID…
  • Enable record creation but disable subsequent editing

    Hi, I'm looking to allow for a custom module record to be create-able - but to disable any subsequent editing (either inline, via subpanels, edit button, etc). I'm using sugarcloud, currently at version 10.3.0. Whether admin users' editing rights…
  • How to get a field auto populate from another module's (from subpanel view) field on create view?

    I need to get a field from a module and set the value of this field on the name field when I'm creating a new record. For example, in a custom module, we have a field called "work product", when we are creating a new record in subpanel module we want…
  • Anyone had tried to implement "Least Busy" assignment disturb method on BPM?

    Hi, Have any of your SugarCRM experts tried to use the " Least Busy" method from Inbound Email to create a case in BPM? We are currently using BPM (Advanced Workflow) in our 10.2 Enterprise Cloud instance to assign any new case coming from Email. But…
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  • Copy Opportunity Record with all related linked RLI

    I want to copy opportunity record with linked RLI. same as quotes and QLI. when we copying any Quotes record all related RLI is also gets copied. I want to do same functionality for opportunity module.
  • Best practice for trigger a process definition after a long period of time.

    Hello, I hope you are all well. I have a request from my business to update a field on the contact record after 120 days, simple enough, so I thought. My first thought was to create a Process Definition to look for the event and wait 120 days. But I had…
  • Field need to be required for new record created from mention date

    I have created a new field in one of the module and that field needs to be required for created after any set date (i.e. 2020-10-20), that should not be required for old records. I am using the below formula to achieve this but somehow the formula is…
  • Refreshing subpanel from record.js shows no data on collapsed subpanel as well

    Hi, I am working on customization, in which i have to refresh the subpanel on record view. I am doing this to refresh the subpanel on record update. initialize : function (options) { this . model . on ( 'data:sync:complete' , this . refreshHistorySubpanel…
  • How to get Inactive Users via api call from outside sugar.

    Hi, I am trying to find a user in sugar via user_name field and that user is inactive. While making api call via postman i am not getting that inactive user detail. http://<localhost>/rest/v11/Users/?filter[0][user_name]=Test Is there any param available…
  • Print files from list view of Module and Subpanel

    How to add print file button in Action menu of record.? When the user selects records in the list view (module) or is viewing the records in the subpanel, clicking on the Print Files button will cause the files in those records to mass print. (Makes…
  • Calculating Revenue Line Item Likely Field Based On Other Field Values

    I was wondering if you can point me in the right direction for what I’m trying to do here… When a Revenue Line Item (RLI) record is created (either during Opportunity creation or otherwise), we want to set the RLI Likely field to a value equal to the…
  • Search filter in sugar url / link

    Hi, I have a webform pre-populate with a phone number. All i need to open a sugar contact module detail / list view that match this phone number. So i need to generate a link that filter my contact module with this phone number. I know old version support…
  • Readonly is not working for dropdown field data condition

    For readonly field based on condition i followed this guide https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Architecture/Sugar_Logic/Dependenc… and replicate the same code for dropdown field, its now working. Based…
  • Using desktop Sugar Offline?

    Hi there, We're investigating a specific use case in which our customer's sales force goes to his client's offices and is regularly unable to connect to any network (cellular/wifi...). On site, they need to show sales stats ("you've sold that much of…
  • want to insert into another module's Table.

    Hi Team, I have added a custom button on custom entity next to SAVE and CANCEL. On the click of custom button i want to pick some value from the FORM and want to insert into another module's Table. What is right way to achieve it. Thanks in advance. Regards…
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