I have created two fields in a module assigned date and reviewed date. I want review date must be 7 days after the assigned date. Please anyone help me and send me the code how to do that as I'm very new to the sugar.
Thanks
If you have the PRO or higher edition of sugar, you should be able to create it with workflow management.
For CE edition (and the other editions as well) you can create it using logic hooks. You properly need an after_save logic hook on the given module.
See this answer for a description on how to create a logic hook.
Here is very detailed explanation of how you can create logic hooks in SugarCRM
Related
so I have this simple question that I would love to get anwserd.
I am new to BPM an Alfresco Activiti and I am workng on with the trial version of Alfresco Activiti to create a sample project for our company.
I decided to work with the Step editor to se what it can do and if it's as powerfull as a normal BPMN 2.0 editor.
Now I am working on a form where one user would need to select the user for the next task. I was wondering if it's possible to use the single select component to display all the users on the server from which the asignee for the next task could be selected. How can this be done?
I know it is not the bes pracitce to show all the users on the server but this is a test project and your help would be really appreciated.
If any more info is required I will gladly edit the post.
Thnak you.
There is a user picker form control in there, that allows searching the whole system. See the third entry:
you can create a dropdown whose options are populated from a rest call which is provided below.
GET api/enterprise/admin/users
This will return list of all users available in JSON format.
Hope it helped.
I have configured sugarCRM 6.5 community edition and trying to create groups in which i have to add users.So this group members can't access data of other group.Is this is possible to do it in community edition ?
I would suggest to use SuiteCRM, instead of SugarCRM Community edition. It has SecuritySuite free version integratedwhich can help to solve your group managmeent problems
Or you can download trial of module SecuritySuite here
Yes, it's possible for sure.
It seems, you have already created Team (Group) and Users module, further you need,
Role module to bind with your Team module, so to define access for a record, using SugarCRM UI.
List View query modification, for users to see records for their ownership/belonging Team (Group).
And finally ACL modification of a record, for its access.
Quite achievable with a step by step approach.
Yes it is possible in SugarCRM 6.5 community edition.
It seems, you have already created Group and assigned users to this group, further you need,
Edit Group from Role Management
Set "Owner" value in particular module like Leads
Save
Re-login in SuagrCRM. you can see only own leads
I have no clue about where to get started with my calendar plugin. Can you please suggest me if it's easy to create one from the scratch or use an existing one and modify it. If it's the later, which plugin would be better. The following are some key functionalities of my calendar:
The created events should be approved by someone (maybe an authorized group or something).
The events should be customized to be displayed only on specific pages or all the pages.
Add media library
Now, which one would be a better idea...to start a new one..or build on an existing one ? . I'm using TYPO3 6.1.0. and extension builder for creating an extension/plugin.
Thanks
The most popular calendar TYPO3 extension is cal. I think, it's the most complete one.
http://typo3.org/extensions/repository/view/cal
Currently on TER You could find versions which are compatible with TYPO3 CMS up to 6.2.99. You could or participate in its developement, or You could fork it, or You could be inspired by it's functionalities and make Your own.
SOLUTION
Inline Relational Record Editing is the answer. Handy stuff.
For Documentation
:)
QUESTION
I created a front-end plugin using extension builder in TYPO3 6.1.0. For this plugin, extension builder of course generates few default forms in the backend. However, my intention is to have the forms customized. My plugin has 3 tables related it and all these have to be integrated to be inputted from one common form, than having individual forms, which is not ideal.
Do I configure my TCA stuff for this ?.. If so, please suggest me some good tutorials on that.
Or will using FlexForm do the trick ?...also please suggest some good tutorials.
I also checked out Flux, but did not quite understand the architecture of it.
Thank You :)
EDIT:
I want forms to give the user to fill in records. Lets say I have an extension for creating Calendar Events. I need a form, in the TYPO3 backend, through which an administrator can add events and its details.
I have a workflow that runs upon the change of status of an entity (Opportunity "Won"), in which I am creating another entity.
I want to copy all the notes from the Opportunity to the new entity, but I cannot see how to do it.
Is this possible without coding (or in fact, with coding!)
Chris
Its not possible without coding. With coding (custom workflow activity and the ICrmService) you can read and creates notes (Entity: annotation).
I agree with benjynito answer. You need to hook a custom workflow activity in order to get the notes object.
Here is the link to setup a basic custom workflow activity : http://www.stunnware.com/crm2/topic.aspx?id=CustomWorkflowActivity
An example of some custom activities on CodePlex: http://crm4activities.codeplex.com/
Custom workflow activity documentation on MSDN: http://msdn.microsoft.com/en-us/library/cc151142.aspx
It is possible to do this using the clone children action in "Dynamics 365 Workflow Tools". I used this library to copy the notes from a lead to an account when the lead is qualified. For exact steps see the documentation of clone children or my blog post Copying Notes from a Lead to an Account that shows you how I did it for notes.