Same Module, Different Tab, Same Date - help

Good Morning, I have a field in my accounts module called "Date Paid Out", which is visible on the front tab of my account overview. I need this field to be visible on a different tab called "Relationship Management".

I have tried to create a new date field with a dependent formula but I must be doing it wrong

I have tried a relate field rather than a date field but it's only relevant for 2 different modules.

Please could I ask for some help in getting this resolved, if it's at all possible.

Many thanks

Rachel

0 André Lopes 9 days ago

Can you kindly share the formula you have accomplished so far?

André Lopes
Lampada Global

Skype: andre.lampada
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0 Rachel Craft 9 days ago in reply to André Lopes

I've tried:

related($members,"datepaidout_c") - but that returns "The formula must be of type boolean

and equals until I realised it needed 2 parameters.

I'm not the best when it comes to formulae.

I also tried a "relate" field but that only works with different modules.
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0 André Lopes 9 days ago in reply to Rachel Craft

If you want to copy the value of origin field to a target one on the same module, then the formula is the easiest possible:

$orign_field

André Lopes
Lampada Global

Skype: andre.lampada
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0 Rachel Craft 9 days ago in reply to André Lopes

I've done something wrong here!! But I have no clue. I'm so sorry to be a pain
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+1 Chris Raffle 9 days ago in reply to Rachel Craft

Hi Rachel ,

Please double check the parameter you are attempting to update in Studio for that field. Sugar only requires boolean-type formulas for the conditional calculations (e.g. Visible If, Required If). I think you may have accidentally selected one of those options instead of the 'Calculated Value' option.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
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+1 Rachel Craft 9 days ago in reply to Chris Raffle

Thank you so much Chris Raffle and André Lopes !!!!! Fixed it
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