• Refresh lookups from relate field

    I have created a custom module (call it module A) with several fields that are relate fields from another custom module (call it module B). I have created a vardefs extension for each of these relate fields that looks...
    Andrew Rappaport
    created by Andrew Rappaport
  • add duplicate email column to duplicate check on lead save

    When saving a new lead and there is another lead with the same email, i get the Duplicate screen, with a table of the leads that have the same email. but the email column is not shown - only the first name, last ...
    Asaf Army
    last modified by Asaf Army
  • How to manually create dependent dropdowns

    The documentation section Manually Creating Custom Fields provides a good description of creating fields using the module loader, including dropdowns. But how can I do the same thing for dependent dropdowns, wher...
    Yury Voloshin
    last modified by Yury Voloshin
  • Is there a way to create an email template that includes a variable for the current date?

    As the questions asks, I am looking for a way to add a variable for the current date to an email template. Is this possible?   Sugar On Demand 9.1 Professional
    Jake Ashley
    last modified by Jake Ashley
  • Module Relationships load_relationship()

    Hi all,   been busy learning lots about sugar and made masses of progress with moving from Salesforce to sugar CRM but just hit another snag and wanted to check if my login or understanding was correct.   ...
    john Fieldsend
    created by john Fieldsend
  • Setting up Cron Jobs

    I am trying to run Scheduled jobs on a local instance of Sugar.  I have my local instance of Sugar running in a vagrant virtualbox.  Can anyone point me in the right direction on how to set up the cron on a ...
    Brian Hearn
    last modified by Brian Hearn
  • Performance optimilization for relationships

    Hi,    we are currently in the process of finding a solution for some performance issues we face when working with SugarCRM. On my local development environment I try to add tags to 100 accounts. I do this ...
    Jeroen Somhorst
    last modified by Jeroen Somhorst
  • The changes I make in my quotes.js files are not reflecting. Please help

    I follow the steps below to make changes in js file 1. access Quotes -  /var/www/Vhost/SugarCrm/modules/Quotes 2.Then in quotes.js I add this code alert('test'); 3. Under Admin-Repair I did the following: a.Quick...
    Kushank Jain
    last modified by Kushank Jain
  • How to Add Values to the Date Type Field Default Value Dropdown

    I have a client that wants a date field to default to 60 days from today.   The current default list in Studio lists: yesterday, today, tomorrow, next week, next monday, next friday, two weeks, next month, first...
    John Boyes
    last modified by John Boyes
  • Parent Dependent dropdown field is not filtering dropdown values based on the parent selection in Reports.

    Hi All,   We have created parent dependent dropdown field in studio i,e, Type and Category field. Based on the selection of different types, different categories should be populated which is a dependent field. I...
    Yashgeet Saluja
    last modified by Yashgeet Saluja
  • Upgrade 8.0.3 -> 9.0.1 upgrade fails 'Exception: Invalid link team_link'

    Hi,   We are currently upgrading one instance from 8.0.3 to 9.0.1. and are running into a strange issue. When the upgrade is done and the after upgrade scripts are running we get the following error in the ugpra...
    Jeroen Somhorst
    last modified by Jeroen Somhorst
  • Custom error message not working in create.js

    Hello All,   I am trying this way to display a custom error message   ({ extendsFrom: 'CreateView', initialize: function (options) { this._super('initialize', [options]); app.error.errorName2Keys['cust...
    Sino Thomas
    created by Sino Thomas
  • How to convert from opportunity module to a custom module?

    I have a custom module called PROJECT, i want to convert an opportunity to a project, both modules have some fields in common. How do i get the data from opp to project for those in common fields?   Using Sugar ...
    Nicola Caobianco
    last modified by Nicola Caobianco
  • Error in documentation on converting a multiselect to dropdown?

    It looks like there is an error in the documentation section Converting a Multiselect Field to a Dropdown Field.   The parameter circled in red is System Label, when it actually should be Field Name. Is that ...
    Yury Voloshin
    last modified by Yury Voloshin
  • How to assign email template with related module values ?

    Hi All,   I talking about the Email module.   I need to integrate the related module values in email templates. how can I do it ?   Please help me find a solution.
    Sino Thomas
    created by Sino Thomas
  • How to replace dropdown with multiselect in List View Related Records filter

    In the List View filter of our Meeting module, there is an option to search by Related To field, where we can search by Accounts related to a Meeting (see image). At this time, when I click on "Search and Select", a l...
    Yury Voloshin
    created by Yury Voloshin
  • User management with REST API

    Hello! I've seen a few posts where REST API details were asked and the answer was https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.7/Integration/Web_Services/v10/Exampl&hell...
    admin guy
    last modified by admin guy
  • set_note_attachment method returns "id: -1"

    I'm trying to add an attachment to a note using the set_note_attachment method. I'm calling the REST API from a .NET Core WebAPI. I can already login and create notes without any issue, but when I call the set_note_at...
    Filipe Ribeiro
    last modified by Filipe Ribeiro
  • How to create custom date filter

    I'm wondering if it's possible to create a custom date filter.  As you see in the screenshot date filters come with several options.  I would like to add a couple options such as "Last Month" or "Last xx day...
    Tom Noel
    last modified by Tom Noel
  • Match Account Currency To Order Currency Always

    Hi there,   I was wondering if there is a way of setting a currency for the account which every order/quote is always prepared in. For example, if the customer is a European account then they will always have th...
    Huzayfah Bukhat
    last modified by Huzayfah Bukhat