Formula

I can't get the formula right, please can I ask for some help!!!

We create our leads and need to record the company who has referred it to us. We save these companies as accounts and with the "type of contact" from a drop down menu as "broker". I have been trying to put together a formula on a relate field but am getting every error possible and I am at the point where I can't see the wood for the trees.

Is this possible to do with a formula? If there's another way to do the same thing, I'm open to suggestions :-)

Thanks

Rachel

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0 Chris Raffle 1 month ago

Hi Rachel,

Are you trying to filter the options you can choose in the relate field by the criteria you listed (i.e. where 'Type of Contact' equals 'Broker')? If so, that is not possible to do with a Sugar Logic formula. Applying a predefined filter to a relate field is only possible via custom code at this time. The developer guide has examples on how to apply filters to the type-ahead search in a relate field as well as the search drawer when attempting a more extensive search within the same field.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
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0 Chris Raffle 1 month ago

Hi Rachel,

Are you trying to filter the options you can choose in the relate field by the criteria you listed (i.e. where 'Type of Contact' equals 'Broker')? If so, that is not possible to do with a Sugar Logic formula. Applying a predefined filter to a relate field is only possible via custom code at this time. The developer guide has examples on how to apply filters to the type-ahead search in a relate field as well as the search drawer when attempting a more extensive search within the same field.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
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