I have build custom Module in SugarCRM and added a custom field of type 'relate' and linked with Accounts module.
When I insert new record for this custom module via normal add/edit view it works perfectly alright and I can select an account via Account Name field. However when I use Import feature via CSV file it does not link with Accounts module however the Account already exists with same name. Same Account Name is working for other modules during import.
I am working on SugarCRM 6.5, I have build Custom Module via Module Builder than added custom field via Studio and also I have Many to Many relationship with this custom Contacts Module and Accounts Module.
Any help in this regard will be appreciated, I am new to sugarCRM so do not have much of experience and have spent lot of time already to figure this out.
Related
I am using SugarCRM 6.5. I have a Users subpanel from my custom module. When I click Select, I need to filter the list of users. The challenge is it will only filter when triggered from the custom module and should not from other module using the User popup.
Tried this solution How I can customize query in view.popup in SugarCRM but it doesn't work on my end.
I manage to filter from User.php, adding the query filter in create_new_list_query, however it affects other module (it filters when it should not). I cannot figure out how to add condition for the custom module specific. It seems like it does not know what module that triggers the User popup.
Any possible solutions?
Your answers will be highly appreciated. Thank you!
I want to create a file upload field with a browse button under "create contact" section of Sugar CRM.
I have already tried to create some relationship with Document module and Contact module but that is not something what I am looking for. I want a browse button in the contact section itself.
I have searched many forums and groups but no value. Expect some correct solution.
Just save your time/money by going with off-the-shelf solutions: https://www.sugaroutfitters.com/addons/file-upload-module
If it's for a personal exercise just to figure it out check out these links:
http://forums.sugarcrm.com/f162/how-create-file-type-upload-document-80554/#post305936
making a file type field in sugarcrm custom module
Custom file upload in module is well explained here.
http://www.technologyworkshops.net/php/custom-multiple-file-upload-sugarcrm-t129.html
I am currently using SugarCRM Version 6.5.16 (Build 1082) Community Edition.
I need to add a field called redeem points under the Sales Module.
After exploring studio, I cannot find any modules under the name of Sales. However I will need the field to be under the Sales Module instead of a new Module?
May I know how do i go about doing it? Please help.
Thanks
Are you referring to the Sales group tab? Within that tab you should see Leads, Opportunities, Accounts, etc as modules. Check for those names in Studio to edit the respective module.
Ok so i just purchased a new sugarcrm professional instance on sugarcrm and I would like to add some custom logic to my leads. I would like to add them to an external service (mailchimp) through their api. ive seen that I have to create some custom php files, but I dont know how to upload them to my instance, and how is the structure of that upload. any help would be appreciated
You should create your Hook and subsequently created the installation package to install using Module Loader. Try to follow the guidance that you find here Creating an Installable Package for a Logic Hook
I'm relatively new to Salesforce, so I my be missing something basic here:
There is an existing Enterprise site. It has a number of custom fields (i.e. Account.MyCustomField__c), pages and of course lots of customer data. As far as I can tell it was all setup from within the Salesforce instance itself (no custom Apex code or special packages)
I want to add an Apex class to this - a tiny Schedulable class with a few lines of code to select and update one of those MyCustomField_c fields on a few records each day. To do this I signed up and created a developer site and manually recreated the MyCustomField_c (same name, API name, label, type, etc) and then created the class and it's test methods.
Now here is my concern:
When I go to create a package so that I can copy this class to the Enterprise site the custom field shows up as a dependency that will be automatically included in the package. What happens if I install this package - will the duplicate field be added/overwrite the existing one, or cause an error? Ultimately I want my apex class to use the field already in the Enterprise site of course.
Alternatively, is there some way to export the custom fields/setup from an enterprise site into a developer site, so that the resulting packages from the developer site will already take into account dependencies that are present in the enterprise version?
Are you moving the code as a packaged app (with a namespace) or via change sets? Generally we do deployments using Eclipse — we don't package things up so don't use namespaces.
The simple version is: if you're not using a namespace and a packaged app then your code should use the field that's there. If you are using namespaces, your field will automatically be created in the target org with a prefix, as such it will be a different field to the one that's there already.