Hey Guys,
I tried doing this in the admin panel but not sure if it can be done. I want to populate a person's name whenever their state is type in. Our state field is a 2 digit text field (the standard out of the box one) For example:
IL, WI, OH, IA = Dan
CA, OR, AZ = Bill
Thanks in advance!
Hi Dan Petersen
Maybe you can easily implement that through Process Author if your edition is SugarCRM Enterprise.
Are you looking to do this by Users or by a dropdown list of current employee names?
Sorry we are new to posting, we are currently on the professional version and do not have access to Process Author. I think we would want to use a dropdown list of names due to there only being 5 names instead of 200+ employees. The end goal is to run a report based on those 5 names.
We might be looking into a tool like this if anyone has had experience with it? https://integroscrm.com/logic-builder/
You can do a formula field, something like:
ifElse(isInList($state,createList('CA', 'OR', 'AZ')), 'Bill',ifElse(isInList($state, createList('IL, WI, OH, IA')), 'Dan', null))
where ifElse has a structure:
ifElse(condition, <what to do if>, <what to do else>)
You can keep nesting conditions .
But I don't like such formulae because they hardcode the values leading to high maintenance, potential loss of historical information and they lock you in to a structure. Hence my suggestion to associate the states with the user record in some way. If you use a custom field on Users you can default it to blank for everyone, then update the 5 people you need to report by, and do your record assignments in a logic hook.
Alternatively, see if you can leverage Teams. Create a Team for each of the 5 people with names that are descriptive and independent of the actual user, assign the team to the user even if it's a one-person team, and then assign the teams to your records programmatically in a logic hook:
When you create your reports you use the Team to group your results.
Just some suggestions, best of luck,
FrancescaS
You could have a calculated field but the formula could get quite complicated and you would end up with hardcoded values.
How about a before_save logic hook?
You could add a multiselect field in Users which stores the states for each user.
Then in the logic hook you can find the User for that state and add their username to the field in question.
This would avoid hardcoding and if someone leaves the company their replacement can be assigned their states.
HTH
FrancescaS