• How to set REST API access privileges by role

    Our Sugar 8.3 instance is integrated with another application (ServiceNow) using REST API, where data is sent from Sugar to ServiceNow, and ServiceNow record ids are saved in Sugar modules. If the API logs into Sugar ...
    Yury Voloshin
    created by Yury Voloshin
  • Creating a calculated field using Email of a related Record

    In studio, when creating a calculated field for a related record, I'm not able to select Email.   Here's the formula I'm using: related($atc_clientsalesreps_atc_appointments,"email")   After saving that f...
    Alex Wilder
    last modified by Alex Wilder
  • How to Increase Lead Conversion

    Growing your business is a worthy goal and more often than not, a must - if you aspire to get beyond that barely-getting-by level. But doing that can be terrifying because so many things can go wrong. That’s why...
    Sarah Friedlander Garcia
    last modified by Sarah Friedlander Garcia
  • I have calculated fields based off related modules. My understanding is that those calculated fields automatically re-calculate but I'm finding that only certain calculations are recalculating. When I select all, I do have the option to recalculate values

    I have calculated fields based off related modules. My understanding is that those calculated fields automatically re-calculate but I'm finding that only certain calculations are recalculating. When I select all, I do...
    Kaylee Heap
    last modified by Kaylee Heap
  • Is there a way to get grids or ticker lines within the charts generated when creating/running reports?Is there a way to get grids or ticker lines within the charts generated when creating/running reports?

    Is there a way to get grids or ticker lines within the charts generated when creating/running reports? I want to say they existed at one point now they do not.
    Kaylee Heap
    created by Kaylee Heap
  • Database Migrations with SugarCRM?

    Hi all,   I like to use database migrations and git with sugar but i don't know how to do that.   In all migrations systems i have to create the SQL sentence and put it into the migration file, but the pro...
    Diego Celdrán
    last modified by Diego Celdrán
  • Calculated Field Timestamp "now()"

    Hi,   i use Sugar Professional 8. I'd like to set the Timestamp "now()" for a calculated Field (Date/Time). It works perfectly while creating a new Record.   But when i save the Record the Timestamp sets...
    Lennart Gebauer
    last modified by Lennart Gebauer
  • Report Date Greater Than

    I'm trying to write a report that shows us records that have been created within the past year, but not modified within the last 30 days. Is this possible with the default reports module?
    Tyler Martin
    last modified by Tyler Martin
  • [2019-04-22, 08:11 AM PST] Known Cloud Issue - US Hosted Instances (ondemandus07 only)

    We have addressed an issue in our cloud environment where instances hosted on the ondemandus07 cloud stack experienced database connections problems for about 3 minutes leading to internal server issues. Currentl...
    Catalin Chertita
    last modified by Catalin Chertita
  • maintain logs from record.js to sugarcrm.log file

    One of my custom functionality works randomly. so i need to maintain logs from record.js file to sugarcrm.log file. Is any one help to solve this problem. In my records.js file i have more than 3 function, whenever fu...
    Sagar Honrao
    last modified by Sagar Honrao
  • RollupConditionalSum in IfElse Statement

    Hi, our company is dealing mostly with yearly subscription customers, but some of them are on multi-year and half-year contracts. I wanted to display the current annualized invoice revenue on the associated account ...
    Fabian Varasteh
    last modified by Fabian Varasteh
  • Enhance Role Based Security for Related Modules

    score5
    Active
    1 vote
    We have a scenario where users need access to, for example, the Notes module. However we want to limit their ability based on their Role to create notes linked to certain related modules. For example, we permit a Role...
    Greg Barrass
    last modified by Greg Barrass
  • Prevent users from creating related records for specified modules

    We have a scenario where users need access to, for example, the Notes module. However we want to limit their ability to create notes linked to certain related modules. For example, we permit them to create a note rela...
    Greg Barrass
    last modified by Greg Barrass
  • Calculated Field not populating from Related Module

    Hello everyone, Using SugarCRM Professional, v7.2.2.1 I have two custom modules and am trying to populate fields on the first module (KGSProject) when I relate a record of the second module (DeploymentSurveys). Usin...
    Stephen Bisher
    last modified by Stephen Bisher
  • Sugar Spring '19 (9.0) Overview for Sugar Developers

    Video: Sugar Spring '19 (9.0) Overview for Sugar Developers    CORRECTION: New REST API endpoints were added to 11.4 instead of 11.5. The version of REST API used in Sugar 9.0 is 11.4. The slides ...
    Matt Marum
    last modified by Matt Marum
  • Sugar Spring '19 (9.0) Overview for Sugar Developers

    Open video

    Matt Marum
    last modified by Matt Marum
  • Join the Sugar Spring '19 Developer Webinars - March 25 & 26!

    Hello Sugar Developers!   Are you excited about Sugar 9.0.0?   We want to make sure your customizations and integrations are ready for the Sugar 9.0 (on-premise) and Spring '19 (cloud) releases, so we...
    Matt Marum
    last modified by Matt Marum
  • When creating a report using date field, does "Today" update each time report is run?

    Say I create a report that need to be run at the end of a business day to reflect that day's activities. In the report criteria screen, when selecting "Today" for the date, it inputs today's date. If I make this repor...
    mmcpeak@atkinsonhunt.com
    last modified by mmcpeak@atkinsonhunt.com
  • Hint 5.1.0 is Live

      SugarCRM has released version 5.1.0 of SugarCRM Hint. Hint provides a wide range of important, useful, actionable insights about your contacts and accounts. Insights include social media, work information, com...
    Rich Green
    created by Rich Green
  • bpm: Field does not change for a specified amount of time

    score20
    Active
    4 votes
    Field does not change for a specified amount of time. The old advanced workflow has this feature but still has not made it over to the new bpm. would be nice to have this introduced back into the new bpm. please vote ...
    delsugar
    last modified by delsugar