Best way to generate a report for audit logs of a field on SugarCRM On-Demand

Question

Hello everyone,

I've tried finding out a simple way to generate a report based on tracking the dates when a particular drop-down field was changed from one value to the next. My initial research has concluded that there isn't a way to do this.

So my questions are:

1. Is it really not possible without the purchase of 3rd Party SugarCRM modules (like Sugar Outfitters)?

2. If it isn't, is it at least possible to timestamp a text field (with the status) every time the status is changed? I can later extract that and create my report using some simple Excel manipulations.

Thanks a lot.

S. I. · Accepted Answer

You can still do this in On-Demand, but you'll need to package it up in a zip file with a manifest, then upload and install it in Module Loader. Here are steps to accomplish this: Create a new folder that will contain all of your files for the package. Within this new folder, create the folder structure " custom/modules/Leads/" and put LeadsLogicHooks.php inside the "Leads" folder. Within the new folder, create manifest.php at the root (the same level as the "custom" folder) and fill it with the following contents: 'Track Lead Status', 'description' => 'Append Lead status and timestamp to status_log_c when status changes.', 'author' => 'abeam', // Your name 'version' => '1.0.0', 'is_uninstallable' => true, 'published_date' => '2015-11-10 00:00:00', 'type' => 'module', 'acceptable_sugar_versions' => array( 'exact_matches' => array(), 'regex_matches' => array( '[6-7]\.[0-9]\.[0-9][0-9]?$', '[6-7]\.[0-9]\.[0-9]\.[0-9][0-9]?$', ), ), 'acceptable_sugar_flavors' => array('CE', 'PRO', 'CORP', 'ENT', 'ULT'), 'readme' => '', 'icon' => '', 'remove_tables' => '', ); $installdefs = array( 'id' => 'abeam_20151110', // Unique string that will not change even if you update the package later 'copy' => array( 0 => array( 'from' => '/custom/modules/Leads/LeadsLogicHooks.php', 'to' => 'custom/modules/Leads/LeadsLogicHooks.php', ), ), 'logic_hooks' => array( array( 'module' => 'Leads', 'hook' => 'before_save', 'order' => 99, 'description' => 'Track Lead Status', 'file' => 'custom/modules/Leads/LeadsLogicHooks.php', 'class' => 'LeadsLogicHooks', 'function' => 'before_save_method', ), ), ); Create a zip file of the "custom" folder and "manifest.php". In your On-Demand instance, go to Admin > Module Loader, upload the zip file, then click the Install button. You may need to run Admin > Repair > Quick Repair and Rebuild after this process completes. Do you have any other questions I can help with? -Alan