Calculated Fields Populating Date depending on Type

Hi, 

Trying to populate a date of when a type of Meeting was booked in. 

Need to do a calculated field based on the Meeting Type then populate the date in the related Module. 

Hopefully someone can help! 

  • You need to create a Dependency SetValue. This way you can configure the trigger (Meeting Type is Booked) and then calculate the date accordingly.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Hi, trying to do this within the calculated filed with no code, thank you. 

  • In theory you can configure a sugarLogic formula for that Date custom field this way:

    ifElse(equal($type_c,"Booked"), <formula for calculating date>,"")

    But it may throw exception in case condition is not validated once Sugar will try to save an empty value in date field.

    Another approach, if your instance is SELL, SERVE or ENTERPRISE, you can configure a SugarBPM process which evaluate such a condition and update the date field accordingly.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Hi Andre

    I feel like I am close.. trying to get it to populate with the meeting start date.. 

    so if the meeting type is assessment, then populate it with the meeting start date. Main Module is the Opportunity. 

    ifElse,related(equal($meeting_type_c,"assessment"),related($meetings,"date_start")

  • Hi 

    Lemme save your time on explorations of unary operations.



    On the video - the Opp name receives Meeting the start date (keeping the original name in place) on meeting type is set to "assessment" and, as you can see, an Opp name refreshes automatically on the start date change.

    Unlike the read-only calc field, this configuring approach keeps an enriched Opp name editable for the users (zoom in the screenshot to read it)





    Let me know the name of the Opp field you like to put the start date - I will adjust the logic to put the value in your field with Logic Builder and upload here a ready-to-use solution within 15 min :)

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • thank you. field name is "Assessment Date" and this will be a date field. 

  • Richard,
    what is the custom field name (that ends with _c)?  assessment_date_c ?

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • And here is zip file to install via Module Loader
    z20210316_flowchart_lb605092c65b1e86_88031912.zip

    I test it out on sg-examples1.demo.sugarcrm.eu/.../asdf) with 2 custom fields
    Meeting.meeting_type_c and Opportunity.assessment_c




    Please drop a line if this works

    Please note that Meeting.StartDate is visualized in user's time zone as DateTime type field , but the value is stored in database in UTC, while "time zone" is not applicable to Date type field .
    Therefore, if to assign DateTime to Date field , then the date will be taken from UTC datetime value.
    In case of some particular time zone should be taken into account, I would suggest to include the shift into the logic - let me know

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Sorry I need a no code solution
    Getting a syntax error?


    ifElse,related(equal($meetings,meeting_type_c,"assessment"),related($meetings,"date_start"))