How to make a dependent field based on user assigned to record

Hi Paul,

I hope this you can do through dependency,You can go with "SetVisibility" dependency for a field. Here is the sugar documentation on sugar dependency,Please have a look,

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.6/Sugar_Logic/Dependency_Actions/

Hi Paul Deakin,

You can perform this using a standard SugarLogic dependency on the TextField itself, rather than using the development option provided by Ajay Kumar. I performed this on a test system by simply using the "equal" function and getting the related Assigned to User (I used their user_name). You can then specify the User you want it to work for, or a list if you preferred to do it that way.

Hope that helps.

Hi Liam Hastings,

I've tried using basic functions such as "equal" and "isInList" but I'm just having no luck making it work so far. I'm essentially trying to get a new TextField to appear when a specific user is assigned to that record, but I'm unable to use the 'user_name' field (as the formula does not recognise this as a field) and using the 'assigned_user_link' field and then the name of the user just results in nothing happening when I've tried a test record.

I'm sure there is something very simple I'm missing but I can't work out what it is for the life of me!

*Just to clarify, I'm trying to get the new field to be created for an Opportunity when a new Opportunity is assigned to a specific user

Thank you for the swift response - any further help would be greatly appreciated!

Hi Paul Deakin,

Below is the formula that I used to achieve this.

equal(related($assigned_user_link,"user_name"),"chris")

In my instance I used Chris as my test User. Although you do not see an option for User Name when selecting the related field in formula builder, I simply chose the First Name option and then changed it manually in the formula from "first_name" to "user_name". The two images below show this working, with the field that becomes visible being called "Test" and on the bottom row of fields to the right of the "Test User" image (please ignore the funny field names, this is my test system).

Image 1 - Account Assigned To Jen

Image 2 - Account Assigned To Chris

Hi Paul Deakin,

Below is the formula that I used to achieve this.

equal(related($assigned_user_link,"user_name"),"chris")

In my instance I used Chris as my test User. Although you do not see an option for User Name when selecting the related field in formula builder, I simply chose the First Name option and then changed it manually in the formula from "first_name" to "user_name". The two images below show this working, with the field that becomes visible being called "Test" and on the bottom row of fields to the right of the "Test User" image (please ignore the funny field names, this is my test system).

Image 1 - Account Assigned To Jen

Image 2 - Account Assigned To Chris