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Action Button to create Document

Barb Littrell

We are using Sugar Enterprise v25.1.

I am trying to create an Action Button to show on the Contract record. The button is supposed to create a document which will house the fully executed contract file.

When I configure the button and try to find "Document" from the module list, I can find several modules, but not "Document".

I double checked that the "Document" module is available, not hidden.

I double checked that the "Document" module is listed in my "Display Modules" list.

I double checked that I'm using the correct Action type -> "Action Button".

Why am I not able to see the "Document" module listed? 

Thanks for any help.

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  • 0 Sugar Employee Badge

    Hello  , 

    I believe   may already be pointing toward a possible solution, but I’m still not entirely sure I’m understanding the exact requirement.

    From your description, it sounds like you want the Action Button to create a document automatically. If that’s the case, are you expecting Sugar to generate the document itself, possibly using DocMerge?

    If so, this can be achieved through the following Action Button configuration. With that setup in place, the button will be visible and, when clicked, it will generate a Word file and attach it to the related Contract as a record in the Documents module.








    If that’s not the intended outcome, could you clarify what should happen when the user presses the button?

    For example:

    • Should the system open the drawer to create a new Document?

    • Should it create a Document record without a file, so the user can upload one afterward?

    • Or is the expected behavior something different altogether?

    A bit more detail on the desired end result would help point to the most suitable approach.


    Many Thanks

    André

  • 0 in reply to Andre Serrazina

    Hello  and thank you for your reply!

    Here is more detail.

    Once a sales rep closes a contract and gathers all signatures we want them to create the contract record and attach the contract file. The easiest way I came up with is to create the Action Button that will open a Document record for the user to then upload the contract file.

    When clicking the Action Button and opening the Document record I also want to pre-populate most fields that will help identify the contract file.

    My current challenge, however, is that when building the Action Button and setting action "Create Record", I cannot see "Document" on the list of offered modules.

    Does this help?

  • 0 Sugar Employee Badge in reply to Barb Littrell

    Hello  ,

    It does help, and I agree that the Action Button is a great way to remove friction on this process. 

    The code that   shared does exactly what you need. 
    I also noted that this missing feature is documented internally as an idea so I'll add this thread to it. 

    #89508 ( portal.sugarondemand.com/ ).

    Thanks you both. 

    Cheers,

    André 

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