Share a field between modules

Hi,

I have a field on the accounts module. I want to also add that fields on the opps module and ensure that the value on the account for that field = the value of the opp for that field AND any time the account field is updated the opps field also updates automatically.

Is this possible?

Thanks

Geraldine

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0 Frédéric Rinaldi over 1 year ago

Hi Geraldine,

are you on premise or Cloud ? because this is something that is possible on Cloud (at least when I check a 12.3 Sell Advanced Edition)

If you are on premise, you are probably in an older version and this feature is not available for the moment.

You should probably do it by code using a SETVALUE dependency : https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Architecture/Sugar_Logic/Dependency_Actions/SetValue/

Fred
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0 Geraldine Hunt over 1 year ago in reply to Frédéric Rinaldi

HI Fred,

We're on v12 enterprise - hosted with a provider not Sugar.

Calculated field not an option.
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0 Frédéric Rinaldi over 1 year ago in reply to Geraldine Hunt

Hi,

so you should try (until you upgrade to 13) to create a setvalue dependency. It's not complicated, upgrade safe and should works like a charm to solve your problem.

Fred
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0 Frédéric Rinaldi over 1 year ago in reply to Geraldine Hunt

Hi,

so you should try (until you upgrade to 13) to create a setvalue dependency. It's not complicated, upgrade safe and should works like a charm to solve your problem.

Fred
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