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!
The correct syntax may be this one:
ifElse(equal(related($meetings,meeting_type_c), "assessment"),related($meetings,"date_start"),date())
Sorry, but this is a purely a no-code solution - literally, no one was forced to write a line of PHP code to get a solution to work.
When Module Builder's Studio is employed, then the "Deploy" button is clicked, Module Builder creates a zip package and installs it via Module Loader automatically - that is configuring with no code too.
If a teammate or a colleague asks for a custom module, is there any other way than to provide a zip package generated with Module Builder?
Unlike Module Builder, the cloud tool Logic Builder is not included in Sugar therefore XSS (Cross-Site Scripting) security prevents automatic installation- the generated zip should be installed manually - so the difference is just in the deployment procedure.
In both cases, there are no reasons to look into the code packed in the package to benefit from the results
I hope this makes sense.
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Sorry we do not allow module uploads into our system
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/