Adding values to the classifying fields - on-the-fly

Hello, Clubbers,

I would like to ask about your experience in adding values on-the-fly to the classifying fields.

Have you ever face challenges with this task? 

As for now, I see two approaches for providing data classification in Sugar 
a) with dropdowns - single-select or multi-select
b) by adding dictionaries as custom modules  -  with 1:M relationship from dictionary to the module -the object of classification.

Both approaches provide advantages, but seem neither of them let me get both:
a) setting some values in a click, keeping the possibility to filter records by values of classifying fields in a list view (as MultiSelect and Dropdown field provides)
b) adding an absent classifying value immediately, on the fly, without bothering Sugar admin that would make it tomorrow/in-a-week/in-a-year - just like it is possible with adding a new Tag or at least like adding the Quote Product (if one is absent in the Catalog)

Speaking visually, I miss this (in yellow oval)

Any ideas/experience on how to deliver this possibility with no development?
Maybe I miss something?

Thank you!


Parents Reply Children
  • Hi Brenda - thanks for responding

    Each classifying field has its own purpose, otherwise they wouldn't exist.

    With particular classifying field, users got used to seeing the possible values for that field -  that is exactly what OOTB dropdown selection provides for users.

    Sugar users benefit possibility to employ a number of fields, inc dropdowns, conjoining them with logical AND for filtering data in the modules' list view 

    having  Tags for Industries and Tags for Lead sources and Tags for the custom dropdowns ect simultaneously would look like having no classification of data at all, but having Tags Cloud employed instead

    AFAIK Tags Cloud along with Tagging is an approach for fast selecting heterogeneous data by the single value (tag), and is not best approach while using criterion or criteria for selection data of particular structured data type



    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient