• Exporting Data

    Anyone know how i can export Dashboards and Reports to another instance? I'm new in SugarCRM
    Sergio Montelongo
    last modified by Sergio Montelongo
  • Add Audit Tables to your Reports Module

    My users had a need to query the audit log for various modules in ways that the current built in system would not allow.  Now, I could create advanced report after advanced report but really I hate making advance...
    Kenneth Brill
    last modified by Kenneth Brill
  • Strange bug with REST API

    Hello All,   I had an issue this morning while working with my REST API. If I tried to use the JavaScript app.api.call function, as documented here Documentation Class: Api, I ran into the error: "no method...
    Josh Wright
    last modified by Josh Wright
  • Extend Advanced Workflow configurable actions to trigger custom PHP code

    Here it is a ready-to-use example on how to extend Advanced Workflows leveraging UI configurable custom PHP actions. It is based on the original example from SugarCON last year.   I've made it so that i...
    Enrico Simonetti
    last modified by Enrico Simonetti
  • Adding an "older than x days" filter

    Dear all,   I'm curious if any of you ever came across a customer needing to filter his records based on an "older than x days" condition and how you solved it?  Typical example: Opportunities with close d...
    Damien Pochon
    last modified by Damien Pochon
  • CLI tool to transfer system data between environments

    Today I wanted to share an useful tool that I built few months ago to work across environments of the same instance.   The CLI System Data is a command line tool built to simplify some of the data transferr...
    Enrico Simonetti
    last modified by Enrico Simonetti
  • Bulk Upsert REST API for data loads and integrations

    The goal of this sample code is to be able to create and update big amounts of data quickly, by leveraging only REST API for integration and initial data load purposes for on-site implementations. The code implements ...
    Enrico Simonetti
    last modified by Enrico Simonetti
  • Work with an authenticated redis cluster/server with Sugar

    I wrote a sample script to extend the Redis caching to support auth here: Custom implementation of Sugar redis cache, using authentication   To deploy it use the path: "custom/include/SugarCache/CustomS...
    Enrico Simonetti
    last modified by Enrico Simonetti
  • "Invalid Credentials" warning after upgraded to 8.0

    Hi Guys,   I have upgraded our Sugar from to 8.0.0.  After upgrade, I am getting Invalid credentials warning message "Invalid Credentials You must specify a valid username and password." on every pa...
    Selvamuthukumar Rajulu
    last modified by Selvamuthukumar Rajulu
  • How to send csv reports from SugarCRM to Google Drive

    I need to send reports(that would be scheduled to be sent every day for example) from SugarCRM to Google Drive. I checked code that is used to schedule sending reports to users email address, but I noticed that too ma...
    Ivica Nedeljkovic
    last modified by Ivica Nedeljkovic
  • Quick Tip: Color Code your Environments

    We are an On Site customer and I work in four environments: My sandbox (env2) The Development sandbox (dev) The Test environment (tst) and Production.   Sometimes I'm testing things in one, developing in another ...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • Active Directory (ADFS) SSO Configuration with Sugar 8.0

    Dear All,   We are using Sugar 8.0.0 and trying to configure Microsoft's Active Directory Federation Services for SSO implementation.   We followed Configuring SSO With Active Directory's ADFS in Suga...
    Selvamuthukumar Rajulu
    last modified by Selvamuthukumar Rajulu
  • SugarQuery using deep joins

    I have a few questions regarding joins  $moduleABean = BeanFactory::getBean($moduleA,$id); $options = $array(    //'alias' => 'foo', so this is basically another name for the table // so you do...
    Eduardo Preciado
    last modified by Eduardo Preciado
  • Tab order in Primary/Alternate Address is not working in Contacts

    Steps to reproduce:   1. Open Contacts record2. Enable pencil edit in Primary Address3. Set focus to Primary Address Street then tab4. Focus is in Primary Address City then tab5. Focus is in Alternate Address St...
    Rolustech Support
    last modified by Rolustech Support
  • Data Export

    I would like to ask for Sugar's support to export data in CSV format instead of we do it ourselves. How do I go about this?   Look forward to your reply. Thanks!
    Leno Saw
    last modified by Leno Saw
  • Change Name Default Textfield to Dropdownfield and dont have access to the records

    Hi! Hope you can help me Recently made a customization that was to convert the namefield of a custom module, that is Textfield by default to a dropdownfield. Everything was ok, even create a new record on that modul...
    LA ARR
    last modified by LA ARR
  • Can not create new field via Module Builder

    I run into one very weird issue, so I want to start new discussion about it. I am using ModuleBuilder to create new package and modules, and it worked fine until I need to create new field, where funny part start. A...
    Ivica Nedeljkovic
    last modified by Ivica Nedeljkovic
  • Quotes Email PDF not working with custom template

    I have followed the Creating Custom PDF Templates instructions in the Sugar 7.11 Developer guide to create a custom TCPDF template but can not get the Email PDF option to work with my custom template. I am u...
    Brett Zufelt
    last modified by Brett Zufelt
  • Avoid unsaved changes prompt in Quotes module

    I keep getting bit by a bug in Sugar in the Quotes module where it will prompt you of unsaved changes when navigating away from the record even though you just saved it. I'm putting this here to hopefully help anyone ...
    Brett Zufelt
    created by Brett Zufelt
  • Using Rest to Create new Tasks.

    Hi Giovanni Marazzi    Import created records don't trigger Email notification because such feature is suppressed on saving imported records. Inside SugarCRM api it verify if user should be notif...
    André Lopes
    last modified by André Lopes