• Using Advanced Workflow to identify overdue records

    Fairly basic question - is it possible to use Advanced Workflow (Sugar BPM) to follow up overdue records which can currently be done easily in Legacy Workflow.   It seems Advanced Workflow is limited to selectin...
    Greg Barrass
    last modified by Greg Barrass
  • [2020-06-03, 04:59 AM UTC] Known Cloud Issues - Sugar Cloud US 02

    We have addressed an issue in our cloud environment where instances hosted on the Sugar Cloud US 02 stack have experienced connection issues. For information on identifying the stack where your instance is h...
    Vlad Popescu
    last modified by Vlad Popescu
  • Filter records by created email address

    Looking for filter option on any module by created user's email address. As of now, i am able to filter by created user's id(system generated) and user's name.     Thanks in advance
    Sivarama Pandian M
    last modified by Sivarama Pandian M
  • How can I make the unit price editable after a revenue line item is created?

    I want to be able to pull in product catalog information to the revenue line item in an opportunity, however, I want the unit price to be editable after it pull in the product.  Is there a way to allow this field...
    Robert White
    last modified by Robert White
  • Which framework used to write unit test cases?

    Hi, I've a sugar mobile SDK app in which I get the data from API and render on the UI. I need to write unit test cases for UI. Which framework would be best ?
    Arbab Khan
    created by Arbab Khan
  • Side Panel Dashlet - related to current record, BUT not when viewed in a Process

    Side Panel Dashlet is related to current record  - BUT -  not when viewed in an Approval Process?   Here is the record view with dashlets working fine:   And here is the same record viewed...
    Luke Ridgway
    last modified by Luke Ridgway
  • Update Opportunity Multiselect Field Based On Field In Related Revenue Line Items

    I have a custom multi-select field in an Opportunity (call it "system-lines") that I want to keep updated based on the value of a field in all related RLIs (call it "system"). The Opportunity field value is determined...
    Vince Outlaw
    created by Vince Outlaw
  • How to configure SAML SSO for Sugar

    Many customers want to configure Sugar for Single Sign On (SSO). Well Sugar supports Security Assertion Markup Language (SAML) so this must be easy, right? But the devil is always in the details.  Each SAML...
    Matt Marum
    created by Matt Marum
  • Create/Update multiple contacts/users via REST API for a meeting

    I am trying to add contacts/users to a created meeting as follows POST call to https://demo.sugarcrm.com/rest/v11/Meetings/<record_id>/link/ body   { "link_name": "contacts",   "ids": [{"id": "<...
    Manoj Prabakar
    last modified by Manoj Prabakar
  • ReferenceError: $ is not defined | Facing a critical error after migration. Need urgent help.

    Hello,   We are really stuck! After migration to our new server, THE SUGARCRM is not working and it's showing "ReferenceError: $ is not defined" error in the browser console.   Initially, before SugarCRM m...
    Ratna Sangh
    last modified by Ratna Sangh
  • Manage and Preview Multiple Images Per Record

    Who has extended the meager SugarCRM image management capability to allow for upload of multiple and variable number of images to a record and being able to view these images along with the record. I'm looking for tur...
    Vince Outlaw
    created by Vince Outlaw
  • Free Administration Essentials Classes - Register now!

    Looking to brush up your Sugar administration skills? Now through June 30 2020, you can register for any of our live-virtual Sugar Administration Essentials classes at no cost. Registrations are limited, so ...
    Brieanne Rowe
    last modified by Brieanne Rowe
  • Functions on New Quote Module

    I have a number of questions about the Quote module after exploring in depth with a customer today:   1) You can drag and drop Line Items, but NOT groups? (I have tested) is there a setting which will enable Gro...
    Sara Tatam
    last modified by Sara Tatam
  • Auto Email Quote & Auto create Opportunity from Quote

    I'm looking for a way to create a process definition that says: When a Quote record's status is 'send to customer', the quote pdf gets automatically emailed to the customer AND a new opportunity is created from the qu...
    Steve Silliker
    last modified by Steve Silliker
  • Can user logins be excluded using single sign on?

    SugarCRM v10.0.0 Pro - on demand.   We have a 200 user system. Most users are named individual regular users but some are occasional users who use a shared log in to the crm.    We have recently upgra...
    john mckenzie
    created by john mckenzie
  • How to troubleshoot polling events

    Hello All,   I've just started using Integrate and built my first attempt at an integration. The problem is that events don't seem to be working as expected.   I'm trying to create a process where the Acco...
    Yury Voloshin
    last modified by Yury Voloshin
  • Sugar Instance: Procedure Instance does not get executed

    Hi All,   I was trying example given in Your First Integration in 60 Minutes | Sugar Integrate  . I was trying to syn data between "Salesforce Sales" and "Sugar Enterprise". For this i follo...
    Manisha narwade
    last modified by Manisha narwade
  • Matrix report by fiscal quarter

    Sugar on demand - Pro v9.0.1   Hi all  In Accounts (Organisations), I have created a tick box field called - Community Group involved on the Network (PfE Target) When this is ticked, a date field is visib...
    john mckenzie
    last modified by john mckenzie
  • Date of Last Meeting workflow

    Has anyone set up a related field to capture the date of a last meeting for a contact?   I've followed the guidance in the Help Articles - https://support.sugarcrm.com/Knowledge_Base/Workflows/Capturing_a_R...
    john mckenzie
    created by john mckenzie
  • Report section not working after extending sugar endpoint ReportsExportApi

    Report section not working after extending sugar endpoint ReportsExportApi. Mike Russell Getting error => Export Type Does Not Exists   My code is,   require_once('modules/Reports/Exporters/ReportExport...
    Abasaheb Gaware
    last modified by Abasaheb Gaware