Formula to check a box when the Account name changes from "Training Site" to any other Account name.
Formula to check a box when the Account name changes from "Training Site" to any other Account name.
When you click the down-arrow for the field selection what comes up? This is what I see:
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
I would just simply configure Sugar behavior with http://logicbuilder.integroscrm.com and deploy it with Module Loader
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Says not compatible with my version. I have tried all versions. Will not create project.
Julie
Hi Juliana, what version of Sugar are you using? Sugar 10.2 made relate fields available in SugarBPM - see the 10.2 release notes for details on that.
If you are on version 10.1 or lower, relate fields, including the Account Name field on the Contacts module, will not be available when building criteria in process definitions.
Hope that helps.
-Brenda
It is compartible with any version from 7.2, both cloud and on-site
lemme help with this
if you Sugar is cloud based, then just select "Import metadata from Sugar via URL" when create project and let the tool upload metadata to saw you custom checkbox for the account
While you are creating your own project, I will share the flowchart mentioned above with you - it will be in a project named JShoup
To load it, click Flowchart menu when in the JShoup project, then Load Flowchart from the list
if any questions please drop me a message in a club or email to dch@integroscrm.com
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
When I try to install package it says 502 bad gateway.
Thanks...that explains why it is not available.
502 bad gateway is Module Loader timeout
We observe it regularly on our Sugar Cloud instances too and for the packages of any origin
Just keep trying installing zip - it should complete with success on 3-4 try approx
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
It finally works. Thank you so much!!!