Can I concat multiple related module records into one text area?

Hello

I am trying to create a text field which concatenates all names/emails from related records.

e.g. In the Accounts module I want a field that lists out each of the contacts related to the account and to concatenate the fields (Name) and (Email address).

I have managed to setup a test field that concatenates for 1 record but have been unable to do it for all existing related contacts. Can this be done?

As always help greatly appreciated.

Many Thanks

Jaymie

0 Chris Raffle over 2 years ago

Hi Jaymie Raymond ,

This cannot be done with Sugar Logic formula as the only formulas that exist to examine all records in a relationship are rollup-based. I believe doing what you are asking verbatim would require code customization.

What's the use case you're trying to satisfy? Perhaps there is another approach to solving the problem that wouldn't involve development.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
0 Jaymie Raymond over 2 years ago

Hi Chris Raffle

It's for a report for one of our teams, we can always manipulate the date when exported, so not the end of the world.

Thanks you very much for responding and confirming my suspicions.

Many thanks

Jaymie
0 Lydia Manger over 2 years ago in reply to Jaymie Raymond

Hi Jaymie. If you are trying to have this in an external report (and not in a Sugar field), have you looked into whether Doc Merge would be of use? You could create a template that contains the information needed and then use the list view to select all the account records you want to include and use the Mass Actions menu to perform the Doc Merge.

Lydia Manger

Product Manager — Sugar Discover
0 Michelle Plutto over 2 years ago in reply to Lydia Manger

would this work for a form we wanted to capture out in the field also? Meaning if the template was in "Sugar" could the team fill it out and it be stored in Sugar?