How to get value of a Relate field for use in calculate field

Hi,

I have a custom module that I'd like to automate the name by using good old calculated field Concat feature.

Problem is that one of the values I need to concatenate is in a Relate field pointing to Product catalogue.

I am unable to figure out how to get this value, as it doesn't seem to be exposed for us to use it.

Any ideas, or is this simply a missing feature?

Thanks in advance.

Parents
  • No missing features, no coding, no struggling - just a few clicks of simple Sugar no-code configuring and ... voilà :)



    Let's set up it for your module name

    Best Regards,
    Dmytro Chupylka

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

  • Hi
    Sorry but I don't understnad your solution. Only viewing the video shows exactly the same user experience to what I already have, which is a simple Relate field added via studio.

    Creating a 1:M relationship instead means I would need custom code to hide the subpanel from the Product main view, is that what your solution is doing??

  • Hi Tony

    Oh, so maybe I didnt get the business task right - please correct me if I am missing something:

    There is a custom module (CustomModuleA on the video) for which it is required to automate the Name field building, but one of the values that should be included in the concatenation is in a Relate field pointing to the Product catalog (prod catalog field on the video ), so the question is how to get that value (I supposed not only the Product Name or even other fields like Manufacturer Name)  and use them for the record name concatenation. 

    Unfortunately, Calc fields do not allow getting Product Name or Manufacturer Name into concatenation, but that could be done with before_save configuring

    Best Regards,
    Dmytro Chupylka

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

Reply
  • Hi Tony

    Oh, so maybe I didnt get the business task right - please correct me if I am missing something:

    There is a custom module (CustomModuleA on the video) for which it is required to automate the Name field building, but one of the values that should be included in the concatenation is in a Relate field pointing to the Product catalog (prod catalog field on the video ), so the question is how to get that value (I supposed not only the Product Name or even other fields like Manufacturer Name)  and use them for the record name concatenation. 

    Unfortunately, Calc fields do not allow getting Product Name or Manufacturer Name into concatenation, but that could be done with before_save configuring

    Best Regards,
    Dmytro Chupylka

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

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