• Frustrated with standard reports (no DISTINCT clause), how can we use Enterprise (SQL) reports in dashlets?

    Hello Sugar lovers, We're regularly confronted to the limitations of the standard Sugar Reports module: No HAVING, no DISTINCT, no ability to make calculations... Currently our customers do not want to invest in third pary solutions (Discover and…

  • how to extend DashletView?

    I have extended a RecordView and it works perfectly. SugarPro/custom/modules/XXX/clients/base/views/record/record.js ({ extendsFrom: 'RecordView', initialize: function (options) { this._super('initialize',[options]); this.model.on('sync', this.changeField…

  • Dashlet not Appearing

    I have created a dashlet with the following files: asm-dashboard-new.js asm-dashboard-new.php manifest.php my-current-tasks-new.hbs my-tasks-due-new.hbs I have used the module loader to upload these in a zip file, with manifest.php at…

  • Storing Access and Refresh tokens with Sugar Cloud

    What is the best way to store an access and refresh token for an external api in a way that will allow me to update them when new tokens are generated? I have a dashlet that accesses the Box API every time an Account record is refreshed. I want to make…

  • Accessing Sugar Oauth Keys in PHP

    I am creating a dashlet to access Box files and folder in an Account record. I need to authenticate to Box's API in my php code, but I don't want to hardcode the credentials. What is the best way to secure my Box API credentials? I am using SugarCloud…

  • Record View Dashlet - How do I edit module list in "Tabs"

    Hello, how can I edit the listed modules in the Record View Dashlet? Many Thanks in advance, Theresa

  • Show *all* meetings on contact record page: direct or indirect

    Hello Sugar lovers, 3 of our B2B customers have recently asked for a particular improvement in the way meetings are managed: they need more visibility on meetings per accounts . They need to see all meetings and also report on them: counts per months…

  • Has anybody developed an Audit Log Dashlet

    Currently in order to view the Audit Log the user must select "View Audit Log" from the Edit menu on a Record View. We would like to see the Audit Log in a List View as a Dashlet on the right-hand side of the Record view. Has anybody already developed…

  • Unspecified error when clicking "create folder" in cloud drive dashlet

    I am having a weird issue with the cloud drive dashlet using Google Drive. Everything works perfectly fine, until I try to add the Google account to multiple user's sugar profiles under external accounts. It will work for about a day, but then it will…

  • Dashboard Order Moving on its own

    The Dashboard order on Universal Dashboard and Record View Dashlets are moving back to its original position. We tried to change the dashlet position with the help of drag and drop option it got saved and whenever we came back it does not persist its…

  • How can I hide entries in dashlet select list?

    Hell, I would like to customize the list when adding dashlets. So if I click on Add dashlet, in the future, for example, the entry "Twitter" should no longer appear. Now I came across an article at stackoverflow.com/.../52336407 that describes exactly…

  • Disable useless Dashlets from the admin section

    Hello, it would be nice that an administrator can disable useless dashlets from the admin section, in order to improve / simplify user experience. Fred

  • onLoadScript is not reached

    hi, all following this article i tried to add some external script to my dashboard simply put the code is below ({ plugins: ['Dashlet', 'CssLoader', 'ScriptLoader'], scripts: [ 'some_external_url' ], css: [ 'some_external_url' …

  • Product Catalogue Dashlet: Extend Search Parameters

    Hello Devs, I would like to add the field 'mft_part_num' to the search function of the Product Catalogue dashlet. According to this, results should be returned both when entering the name and/or the part number. Where can I extend the search function…

  • How to get the id of a dashlet (not dashboard) in the dashlet controller .js file?

    I am accessing this.model.attributes and it returns { "id": "suihio-32b3-432jk4-43n" // This is the Dashboard id "dashboard_name": "Test Dashboard", "metadata": { "dashlets": [ {"id": "23434-34234f-34ffkke-jnsd", "name": "Test dashlet 1…

  • Dashlet for Compose Email view

    Dear SugarClub users. I'm using SugarCRM Version 11.0.3 (Build 292 P) (Q2 2021) on Prem. I have created some simple Dashlets that hold static HTML text. These appear when a Quote is being created or edited. I have been able to add a similar dashlet…

  • Custom Dashlet and default sort order on a specifi field

    Hello is there a way to set up a default sort order on a specific field in an custom dashlet ? i thought it was possible (via metadata) in the dashlet view declaration but nothing happend. :(

  • Options To Change Inactive Tasks Dashlet To Show Completed Tasks By Default

    Our users have added the Inactive Tasks dashlet to their Opportunity Focus Drawer dashboard. They would like the dashlet to default to seeing the Completed Tasks instead of the Deferred Tasks. What would be an approach to updating the Inactive Tasks…

  • 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!

  • How to build an External API Dashlet

    On October 28, 2019, we conducted a webinar on the topic of How to deploy code to SugarCloud using Module Loader . In that presentation, we demonstrated a Module Loadable Package that would do 3 things: Modify the UI via custom.less Add a post-install…
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  • How to control access on dashlets

    Hi, for a specific use case we would like to be able to control the access to dashlets. Currently , as far as I know, there is no way of configuring this. So any user can select the dashlet and we need to implement logic in de controller of that dashlet…

  • I have a problem with a chart in a dashlet

    I'm trying to do a custom dash-let with a chart, I installed the package and when I add it to the dashlet in a Dashboard before it was saved in preview the charts looks great but when I save it, it doesn't work anymore and it shows this error after I…

  • Dashlet Report Filters Randomly Deletes

    Just curious if anyone has experienced custom report filters for dashboards randomly deleting. My home dashboard is broken out into 6 dashlets with each one using a custom report filter to only show certain reports. Every now and then one of the filters…

  • Get all records from a filter in listview

    Hi people. I am following the following tutorial Tutorial Dashlet listView , to create a Dashlet that allows me to capture the records in the list view depending on the filter. No problem so far. The question is, when they exceed the 20 records that the…

  • Custom dashlet example (Chart)

    Hi, We need to develop a custom dashlet for our mobile app. Does anyone could provide an example of a dashlet that display a bar chart, just to give us an idea what is the best way to start? Regards,
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