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!


  • Have you tried or considered using Tags?

    .

    CRM Business Consultant

  • Thank you for replying

    AFAIK, Tags and dropdowns as classifying fields  - they are of different purpose

    Tagging along with Tag Cloud is for selecting heterogeneous data in single a list - the data of different structures, e.g. Contacts, RLIs, Users ect
    while classifying fields are measurements in the multidimensional space that represent the structured business object (module record).

    We benefit from each value of the classifying fields when able to use criteria for selecting in a modules list view - it impossible to use Tags for different fields simultaneously (eg. for Account - Industry, Source, Tier, etc)  without mixing up the values.

    Best Regards,
    Dmytro Chupylka

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

  • Would be great if you provide 1 or 2 scenarios that would explain the objective, i.e. we have this and want to create a report like this xxx  

    .

    CRM Business Consultant

  • I'm entering a Content custom record and it looks for me there is no Type Of Benefit for it,
    I'm responsible for the classification of Content by Type Of Benefit but have no rights to use dropdowns editor to adjust the list each time I decide to add a new classification value

    I'm updating a Content custom record and it looks for me there is no Referral for it,
    I'm responsible for the classification of Referral  but have no rights to use dropdowns editor to adjust the list each time I decide to add a new classification value
    How can I add the data at the moment of data entering until the moment is gone ?

    Now, I would like to focus on the content with  the follow parameters for Mass update of AssignedTo
    I would like to get the list of Content records in the module's list view with Type of Benefit = Fast Delivery and  Referral = Partner X

    ----

    I'm a call center user, and They asked me to enter the type of question types discussed in a separated field, so that They could get a list of calls filtered by the questions types I've defined from my today practice on the phone
    How can I add the data at the moment of data entering until the moment is gone ?

    Best Regards,
    Dmytro Chupylka

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