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How to build a DropDown field that returns a value once a field is chosen

Joey Maguliman

Hello!

We are looking to migrate our processes from Excel into Sugar. Currently, we are using Excel to create a scorecard for our clients and we'd like to use the Opportunities module to do this. I created a dropdown field but I've yet to figure out how a value can be returned. Essentially, when a dropdown is chosen (see below), a number value returns, and it can total to a 100 after all drop-downs have been answered/completed. We would like to replicate this in Sugar:

Here's an example of what we would like to have:

Highly Active & Positive = return a 2
Highly Active & Negative = return a 0
Active & Positive = return a 2
Active & Negative = return a 0
Low Presence & Positive = return a 3
Low Presence & Negative = return a 1
No Presence = return a 1

Thanks for the help!

  • 0 Sugar Employee Badge

    Hi Joey,

    Thank you for asking this question.

    There are definitely ways to get a field to equal an integer when a selection is made in another dropdown type field. However, in your post you mention, "it can total to a 100 after all drop-downs have been answered/completed," and I admit that this part leaves me wanting more details about how you have this built out in Excel.

    In Sugar, there are dropdown and multiselect type fields that use "dropdown lists." Dropdown type fields only allow users to make one select, so I am not sure the "after all drop-downs have been answered/completed" fits with that field type, and so the solution to having a field display an integer might not also apply.

    Can you further describe how you have this set up in Excel so we can ensure we provide responses that fit your exact use case?

    Regards,
    Patrick McQueen
    Director, SugarCRM Support

  • 0

    Hi Patrick,

    Thanks for your response!

    I was able to build this out in Sugar, and I essentially created an integer field that mimics our Excel sheet, and used other formulas to add up what we needed.

    Thanks anyways!