• How can I embed a phone number from a related custom module into an email template.

    We have a custom module that contains all the detail information about each one of our stores.  We have created an email template that is sent as a followup to our customers when a purchase is made and we embed t...
    Jim Cotten
    last modified by Jim Cotten
  • 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
  • Module Tab Drawers does not appear

    I removed a few users from Global Team and assigned them to a few new teams. By doing so, I understand there are a lot of functions and record will have to manually assigned to them, these are fine to me so far. Howev...
    Chuong Kelly
    created by Chuong Kelly
  • Calculated Field to return 0 when date not entered

    Hi,   I have created a calculated field to forecast the expected date to reach the next stage of construction, using the completion date of the previous stage + agreed days.  Below works as expected:  ...
    Cheryl Alderson
    last modified by Cheryl Alderson
  • want to insert into another module's Table.

    Hi Team,   I have added a custom button on custom entity next to SAVE and CANCEL. On the click of custom button i want to pick some value from the FORM and want to insert into another module's Table. &#...
    Liu Yunde
    last modified by Liu Yunde
  • Issue with shared calendar view.

    Hello everyone! I have an issue with meeting's calendar view. In my Organization there are user who depends by other user, in a master/slave relationship. When the "master" sign in they are able to see the meeti...
  • rounding up values on dashlet

    Hello! Hoping someone can help me out. I want to display a true value in a dashlet, but the dashlet always rounds it to the nearest 1000 i.e. the true value is £4680, but the dashlet column says £5k. Anyone ...
    Chris Bailey
    last modified by Chris Bailey
  • Can anyone suggest any way to Import teams?

    Hi, We have 300+ Teams can any one suggest the way to import teams.  If any third party tool available or any custom way to do it. Best Regards, Pragati 
    pragati22 pragati22
    last modified by pragati22 pragati22
  • Comment log

    I would like to know if the new Comment log field can be reportable and/or can be included in the Historical Summary. The field is not visible as field in the module, but only in the Record View (Studio).
    Renzo Leone
    last modified by Renzo Leone
  • How do I find out what field type Assigned To is?

    I am currently mapping fields from SugarCRM (Professional) to Zoom Info so we can export data from ZoomInfo into Sugar. However, I need to determine what field type Assigned To is so I can properly map it. I'm assumin...
    Armena Ballard
    created by Armena Ballard
  • How to get current platform(base/mobile) in SugarCRM logic hook?

    In my sugarcrm logic hook i wanted to know the if the user is using mobile app or desktop browser. Is there any function available to get current user platform?
    Deepjyoti Bora
    last modified by Deepjyoti Bora
  • Using Variables

    I'm trying to not use 16 nested ifElse statements   I have created 8 fields all with the same name format $pX_haz_premium_c X being 1 to 8. Each performs a similar calculation based on which p number has been s...
    Howard Jennings
    last modified by Howard Jennings
  • "Total" in Report chart not changig on filter selection

    Is it possible to have the "Total" in a report chart changing, based on the selected filter on the chart?      E.g. we have reports shown as charts in the dashboard, which show opportunities grouped by...
    Kai Opitz
    last modified by Kai Opitz
  • Sorting by Multiple Fields in Reports

    Is there a way to sort by multiple columns when creating a Row & Column Report?   For example, we would like to sort a Row & Column report of our open Opportunities by   1) Account Name (alphabetic...
    Tim Miller
    last modified by Tim Miller
  • Execute LogicHook after Workflow

    I'm trying to execute an after save logic hook after a workflow have run, but it keeps getting executed before   I read in another question that workflows execute as logic hooks with a processing order of 100, so...
    David  Angulo
    last modified by David Angulo
  • Which fields changed

    In the controller, before saving, I want to check if any fields have changed other than "internal_notes_c". In other words, were the internal_notes_c the only field that was changed or were there others?   Any ...
    Francesca Shiekh
    last modified by Francesca Shiekh
  • How do I add line numbers from quotes to PDF Manager

    In the Quotes module you can check "Display Line Numbers", and while looking at the quote in the Quotes module these line item numbers are displayed.  When you download a quote template though, they disappear as ...
    Tucker Jackson
    last modified by Tucker Jackson
  • Display a field more than once in Record View

    We have a scenario where during Opportunity record creating and progression, certain fields are laid out in a way that suits the users who carry out this part of the process.   Subsequently there is an approval ...
    Neil Conacher
    last modified by Neil Conacher
  • Can't adjust Email layout in studio

    Hello - I'm trying to adjust the layout of the Email module.  The Contact link is on the "Show more" tab and I want to move it to the top of the layout so the user can just click on the contact rather than know...
    Bob Bundy
    last modified by Bob Bundy
  • Dropdown filters - List View

     There isn’t a dropdown option for last # days when creating filters in the list view. Can this be added in?   for example,  task module: Due Date > Last # Days > 150     
    Kaylee  Carson-Burns
    last modified by Kaylee Carson-Burns