How to assign same address of Contacts in Cases through LogicHooks?
How to assign same address of Contacts in Cases through LogicHooks?
There are no addresses for Cases module out-of-the-box, is that a custom-added field? if so, what is the name of the custom field?
What condition (event) should trigger an assignment of some Contact's (which one's?) address to the Case?
Are you looking for an answer feasible for Sugar Developer or Sugar Admin?
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
I have add address field in cases . And i want to assign contact user address in cases address.
Contacts or User's address to assign to the Case custom field?
There is a Contacts subpanel for Cases module with numerous related contacts there, also there is Assigned To field for the Case, which relates Case record to Sugar User.
All of them - Contacts and a User, - have addresses, moreover, each of the Contacts related to the Case may have Primary and Alternative addresses.
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Can you suggest LogicHooks code for this ?
Can you suggest LogicHooks code for this ?
yeah, I might be in a position to draw that logic hook and provide you with a zip extension to install - as soon as the objects involved in the algorithm will be clear for me:
- what the name and type of the field "Address" that has been added via the Studio to Cases module are
- which one record's (one's of the Contact related to the Case, Case AssingTo user's address, etc) and what field (Users. Address or Contact.PrimaryAddress, other?) to get the value from for populating custom Case field are
- should the logic hook manage the situation of the source address is changed, or any other
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
In contact's field are primary address and in Cases, type of the field are address and name as Address.
Okay, I've drawn up 2 logic hooks in Logic Builder tool for updating the Case.Address field.
These logic hooks implement 2 events:
- on Case.PrimaryContact is changed
- on PrimaryAddress of Case.PrimaryContact is changed
Here are ZIPs to install via Module Loader:
2084.z20220216_flowchart_lb620cb4ae090d06_04398805.zip
7510.z20220216_flowchart_lb620cb4a5da0ed5_09108308.zip
Here is the video on how they perform when installed on SugarLab's demo instance which is extended with custom Cases.Address field
https://sg-example01.demo.sugarcrm.eu/ (admin/asdf) - use full-screen mode and high quality for watching:
https://youtu.be/1mC_FYtsCa0
Let me know if that is the logic expected and it works for your case - it took about 20 min to configure both hooks and I can make adjustments to the logic hook configuration on the fly with Logic Builder
FYI, here are the logic hooks drawings (read by following the white line):
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Thanks for your response and guide. I have completed now.
I've added video tto the post
Okay -let us know wether that works for you
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient