Calculated fields - get value from a field within the same module

RE: Calculated fields - get value from a field within the same module

Cédric Raoul — Thu, 28 Jan 2016 09:12:23 GMT

Hi jshaheen,

Your answer seems to be the one to use in this specific case. However, if your formula does work with all the other fields, it didn't work with the file field. Was worth the try though!

Thanks again for your contribution! I did learn something that may be useful in the future!

RE: Calculated fields - get value from a field within the same module

Jill Shaheen — Thu, 14 Jan 2016 00:34:45 GMT

Hello Cédric,

I haven't tested this with a file field, but assuming it behaves as any string, you can extract a portion of the file name using the subStr function. Fortunately, your file-naming convention is standardized. Where the file name is "yyyy-mm - contract number - name of client.pdf", the contract's number is always preceded by 10 characters. Hopefully, the internal number is also a set number of chars. For this example, let's assume it's 6 digits.

The formula for contract_number would be as follows, where 10 is the position of the first char to extract (that's actually the 11th, because the first character is position 0) and 6 is the length of the text you want.

subStr($contract_attachment,10,6)

Update: just noticed you want the yyyy-mm included. That would be:

subStr($contract_attachment,0,16)

Give it a try and let us know if that works!

Best regards,

Jill Shaheen

RE: Calculated fields - get value from a field within the same module

Dan Kallish — Wed, 13 Jan 2016 23:13:01 GMT

Hello Cedric,

To copy the value of a field in the same module you would set the Formula to be '$' and then the field name. For example, if I wanted to copy the value of the Name field in a module into another field, my Formula would simply be: $name

I recommend reviewing the Sugar Logic documentation to review additional details about the available functions.

Regards,

Dan Kallish

Advanced Support Engineer

SUGARCRM

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