I have sugarCRM 6.5.20 OnDemand. I am in the Studio. I have a 1:1 relationship from Leads to Leads. I am trying to get the Primary Email address of the related Lead and display it in a calculated field.
It seems like the calculated field formula should look like:
related($emails,"email1")
When I do that I get the following error:
Invalid formula: related: Unknown Field : email1
The dropdown list doesn't list the email at all. How can I get the email? All of my web searches have proven ineffective.
Update:
I am willing to make the calculated field be the primary email address of the current lead. To do that I found 2 variables named $email_addresses and $email_addresses_primary and $emails. There is also a function called valueAt.
I tried to use valueAt(1,$emails) and valueAt(1,$email_addresses)
The validator accepted the syntax but the value was always empty.
Can I make a calculated field off of the leads primary email?
You won't get the Email field for the Studio's formula calculation. Email field is stored in a separate table and not in the module's table. It is just put in the Layout along with the other fields of the module, but it is not the same as other fields. All the Email Addresses irrespective of the modules are stored together in the email_addresses table and are related to respective module records in the email_addr_bean_rel.
Related
This relates to Custom Fields in NetSuite.
I have added a List/Record field to Customer records, with the list type "Addressbook".
If you edit this field on a Customer record, it will give you a list of ALL Addresses, not just the ones relating to that specific Customer.
I cannot find a way get the field filtering options to limit the list to the specific record I am editing.
NOTE: Changing the List/Record list type to "Address" will provide no values at all.
Thanks in advance for your help!
Hi: I am looking at the standard SAPUI 5 Smart Field demo:
https://sapui5.hana.ondemand.com/#/sample/sap.ui.comp.sample.smartfield/preview
I would like a field with a value helper, such as Currency on this screen, which displays the field description inside the input box instead of the field id.
Example:
Change the Category field from combo into a value helper (popup)
Get the field to display the CategoryName - or from the related table the LTXT field instead of the ID.
HowTo
That is easy: delete the line
from the metadata.xml file.
??? I have tried many, many things.
I doubt that anyone will reply, because there is most probably no good answer.I do not find this good functionality.
I think that I will need to change my ID field values for popup (value helper) fields to Description (ID) . Description need not be unique (one can have two relations to the same company with different ID's.)
By doing this we also "fix" the problem with the search ODATA command which searches the ID field. Of course users will want to search the descriptions.
In general SAPUI's value helper is not great. It is normal practice to use numerical ID's and descriptive descriptions. The description should be displayed and searched and not the ID. I found their filter generator on the popup screen nice - it is not all doom.
I am relatively new to Filemaker programming, but I have come across what I thought was a bug, which I have been tearing my hair out trying to squash, only to find it is more a "feature" than a bug. I have a field set as the key for lookups in a ms sql database which I have created a relationship with. I have it set as a drop down, and it is showing 2 fields (last name and first name). Unfortunately, it only shows 1 person per last name in the sorted list (example, there are 5 people with the last name "Bennett" but only 1 shows). After driving myself nuts trying to find the error, I found the following in the filemaker troubleshooting section:
"
If the value list is defined to display information from two fields, items will not be duplicated for the field on which the value list is sorted. For example, if the value list displays information from the Company field and the Name field, and if the values are sorted by the Company field, only one person from each company will appear in the value list."
As I read it, I can't do what I need to do with a value list (display EVERY last name from the sql file) so what other options do I have? I have experimented with creating a portal which DOES show a list of ALL the last names and first names, but I don't know/understand enough to know what logic/functionality I need so if I click one of the people in the portal list it will do the same thing as if I clicked it in a dropdown value list, which is to then do the lookups and populate the rest of the fields in this database from the information in the record in the sql database. Any and all help would be greatly appreciated, and I appreciate any help any of you can offer. Thank you!
There might be some things that cause this;
You cannot create a link based on a calculation that needs to be calculated each time (Filemaker does not know what to do with this, logical in a way)
Based on what you do I would personally link the two tables based on an lets say company ID instead of a name, as a one to many join. This will definitely eliminate the 'feature' filemaker has of showing unique names only in the joined table. On database level I would join on ID, on Value list I would select the ID as first field and the (calculated) name as second field, than showing only the second field (option in the value list definition popup) for your selection list.
Hope this helps.
I am trying to work around a limitation that Filemaker 12 seems to have. In a value list that links to an ODBC attached SQL Server database, it doesn't display every piece of data. If there are 2 people with the same last name for example, it only displays the first person with that last name in the list. This is verified by the following in the Filemaker documentation (which I found after a lot of digging)
If the value list is defined to display information from two fields, items will not be duplicated for the field on which the value list is sorted. For example, if the value list displays information from the Company field and the Name field, and if the values are sorted by the Company field, only one person from each company will appear in the value list.
Portals on the other hand will find all the related data, I just don't understand how do something with the data once I get it in the portal. I essentially thus wish to use a portal AS my drop-down value list, and then to use it as I would have a value list (which is then to act as the key to do the rest of the lookups on the page to fill out the invoice.
The major issue here (other than this maddening choice Filemaker seems to make) is that the external file I am pulling the data from is an ODBC mounted SQL Server file, so I can't do something easy like a calculated field which would give me last name & " " & first which would make almost every person unique. Filemaker won't let me do that because it says I can't do that with a field that is not indexed. Any help would be greatly appreciated!
Assuming that we're starting with table MyTable and we're trying to get a ID from the People table for the selected person, which we'll call ID so that we can put it into MyTable::PersonID
Start by creating a new Table Occurrence of your People table and call it PeopleWhoCanBeSelected. If you want every person in the People table you can connect it to MyTable with the X relationship. If you want to show just a subset of the people you can build a different relationship.
Now, on a layout displaying records from MyTable you will make a portal showing records from the PeopleWhoCanBeSelected table.
In the portal put a button. When that button is pressed use the Set Field script step:
Set Field MyTable::PersonID to:
PeopleWhoCanBeSelected::ID
That should do it. You can make the button an invisible overlay on the entire portal record if you like, so that the user clicks on "the name" instead of "the button next to the name".
Now, if you want to pull additional data through to the MyTable record, you'll need to create a second Table Occurrence, called People with the relationship MyTable::PersonID = People::ID. Then you can get information on the specifically chosen person through that relationship.
I'm working on Ms Dynamics Crm 2011 development and I encountered following problem.
My situation:
I want to be able to automatically send an Email after a change on a specific status field on a record of the Entity "MyEntity". "MyEntity" has an Email-field. I try to create a workflow which sends an Email to the Email-field address of the "MyEntity" record after the status has been changed. My problem is that I can't add in the Email Creation workflow to the "To" field this "MyEntity" Email-field adress. I need to somehow specify in the workflow to dynamically add the "To" field, the relating Email address from the specific "MyEntity". Is that possible? Is there a workaround for that? It could be done with a plugin I guess, but by now I'm trying to avoid the plugin solution.
Thanks in advance
John
Yes, you should be able to. First go to Solutions, bring up your entity, go to Fields, bring up your e-mail field and ensure the Format is e-mail. Publish.
Work around: If you have more than 1 e-mail Format text field, change the others temporarily (to text from e-mail) and Publish. Otherwise, the next step is ambiguous and we don't have control over which field CRM sets up as the email to use when this entity is used for e-mail.
In the solution frame, select your entity node in the tree. Under Communication and Collaboration, check the box 'Sending e-mail (If an e-mail field does not exist, one will be created).' Save/Publish.
Fix the work around above if you had more than 1 e-mail format text field. Change them back to e-mail. Publish.
In Workflow, select your To Field. Under the Send e-mail step, select 'Set Properties.' Select the 'To' field. In the form assistant you should not be able to select your entity. NOTE: You will bind to the 'Key' field and NOT to the particular e-mail field.
This only works for a single e-mail field on your custom entity. There is no way to use a text field as an address in a CRM 'to' field.
Unfortunately you cannot.
Out of the box the To field in an email accepts only
Account
Contact
Facility/Equipment
Lead
Queue
User
So in order to achieve the goal , you will have to write a custom workflow activity (optional : taking the custom text field in your input parameter )and refer it in your workflow or develop a plug-in.
Sample code for Plugin:
SendEmailRequest req = new SendEmailRequest();
req.EmailId = emailId;//ID of created mail
req.TrackingToken = "";
req.IssueSend = true;
For more information check this post Crm 2011 :Workflow - Sending email problem