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!
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!
Hi Richard Owen
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
Hi
assessment_c
Richard
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"))
The correct syntax may be this one:
ifElse(equal(related($meetings,meeting_type_c), "assessment"),related($meetings,"date_start"),date())
The correct syntax may be this one:
ifElse(equal(related($meetings,meeting_type_c), "assessment"),related($meetings,"date_start"),date())
Hi Andre, sorry still has the same Error. Will work on another way.
I think André Lopes's formula is just missing quotes around the field name: "meeting_type_c".
ifElse(equal(related($meetings,"meeting_type_c"), "assessment"),related($meetings,"date_start"),date())
instead of
ifElse(equal(related($meetings,meeting_type_c), "assessment"),related($meetings,"date_start"),date())
Take a look at:
You are right Francesca Shiekh
I didn't notice that!
Hi
Getting:
date: Requires exactly 1 parameter(s)
so still not working?
Check the syntax, the formulas can be a bit tricky and it's hard for us to test since we don't have your custom fields, I think the two conditions have to be tested separately and put into an and statement.
ifElse(and(equal(related($meetings,"meeting_type_c"), "assessment"),equal(related($meetings,"date_start"),date())))
My corrections may still not work, and you might need to put some effort into finding what is wrong.
At its basic André's solution shows you how to reference fields in related modules. Which is the first clue to achieve what you need.
There is some guidance here to help you structure it but
ttps://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/