• Force refresh on a record based on another session edit/save

    We have a scenario which is presenting a data consistency challenge. A bit difficult to describe but the essence is as follows:   1) User 1 is in an Account record view working on a record   2) We have a c...
    Neil Conacher
    last modified by Neil Conacher
  • The Products "Subpanel" on Quotes

    I need to run a script when an item is Saved on the Quote.  So you pick a product from the dashlet, it is added to the SubPanel and then you click on the green button to save it. As it is saved I need to check i...
    Kenneth Brill
    last modified by Kenneth Brill
  • How to add module case in email template?

    I need to create an email template, with information of cases, like case number, the subject and the description.   How can I add this information, since only the account modules, contacts / lead / targets ...
    David Solano Rojas
    last modified by David Solano Rojas
  • Unable to sync with server. Violation for language value

    I checked the default language of sugar by using App.lang.getLanguage(), which is 'en_us'. Then I set it to 'en_uk' by App.lang.setLanguage('en_uk').  After doing this I am receiving this error "Unable to sync ...
    Maryam Aslam
    last modified by Maryam Aslam
  • Installing the On-demand version 9.3.0 on a Development Environment

    Hi,  I'm trying the install a back up of Sugar Professional 9.3.0 on a Local Development instance .  Unfortunately this is an "On-demand" only version  and the stand alone version server requirement i...
    Anoop Antony
    last modified by Anoop Antony
  • Rest API filter

    Hello,   I am making a request to the Contacts module. Sugar only has two contacts in the system. One contains the word Smith for the Contact name. The filter does not seem to apply as all the records are return...
    Peter Sitina
    last modified by Peter Sitina
  • Quicksearch parameters - split_terms and priority

    I have been working on build in an extra field to the List View quicksearch on Accounts and Contacts.   Thanks to previous contributors around this.   However, I am experiencing some inconsistent behaviour...
    Neil Conacher
    created by Neil Conacher
  • How to write sugar logic for assigning value to list items

    Our company has determined there are 6 levels of contacts we need to make within each customer. We'd like a way to easily see which levels have been reached (via Contact creation). In preparation a dropdown field was ...
    Jeffrey White
    last modified by Jeffrey White
  • Sugar Cloud - how to create a file (csv) from Sugar and push it to an external program using FTP

    Hello,   we have more and more customer that go to Sugar Cloud Edition. According to this documentation :  https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.3/Architec...
    Groupe Sugar
    last modified by Groupe Sugar
  • How do you pass information from one JS to another

    Say you had a custom field called "agent_type" so you have a directory called   custom/clients/base/fields/agent_type and that directory has agent_type.js in it.  Now in that script it preforms some sort o...
    Kenneth Brill
    last modified by Kenneth Brill
  • Display/hide a panel on a form based on a checkbox

    I am using 9.3 in Sugarondemand.  I want to hide a section of a form base on a checkbox in Contacts so only certain types of contacts have these custom fields displayed.  Is this possible?
    Jim Cotten
    last modified by Jim Cotten
  • How to do a validation that requires an API call

    I want to add a validation to make sure the email address added to a record is unique.  This, of course, requires an API call to go check the current email address to all the others.  The problem is, in my v...
    Kenneth Brill
    last modified by Kenneth Brill
  • Throwing exceptions in a logic hook in Sugar 9.2

    In a before save logic hook I'm checking for certain conditions to validate the duplicate records. But i encounted with an error like  "There was an error while connecting to the server. Please try again." A...
    Roshini E
    last modified by Roshini E
  • Subdomain for self-service portal on-site

    Is it possible to set a separate subdomain for self-service portal for instance: if crm is: crm.mydomain.com then set portal as: portal.mydomain.com (on-site SugarCRM Ent)
  • How to get the profile picture for contact using rest api ?

    Hi Team , I am trying to fetch the image of contact . When i tried using below api , I am getting some value on picture field . But I need to get the image using rest api . Let me know if any rest api for this ? Requ...
    Maha lakshmi
    last modified by Maha lakshmi
  • Regaring Field Level Access Issue

    I have done below steps; 1. I have set None access on Type field of Account module. 2. Then I have made Type field require. 3. When I login to regular user who I have used in that role, he can see No Acce...
    Govind Rathore
    last modified by Govind Rathore
  • Upgrade Issue::Red flag on SugarCRM upgrade 8.0.4 to 9.02

    Has anyone faced the below issue while upgrading SugarCRM to 9.x?   [2020-02-17T06:39:31+00:00] INFO => F: [Issue 234][red][cannotPerformCollationConversionOnTable][579][Unable to perform character ...
    Sundar Kumar
    created by Sundar Kumar
  • Subpanel to be Editable Before Create A Record Like Opportunity Revenue Line Items

    Is there any way to  Add  Revenue line items For custom Module where we can select revenue line item Before creation of record. How can we do that ?? Help me to solve this....   Has anyone done this?&#...
    Ash
    last modified by Ash
  • How to create calculated field by using a field from another module.

    Hello,   I am trying to implement a calculated field in the Meetings module which has the sole purpose to show a 'Score' i.e. 1,2,3,4 etc...    The calculation behind this field derives from the numbe...
    Punit Desai
    last modified by Punit Desai
  • How To save date and time value in date and time field in sugarcrm using before save logic hook ?

    How To save date and time value in date and time field in sugarcrm using before save logic hook ?
    M Gupta
    last modified by M Gupta