This included “SweeterCalc”, the tool for calculated fields within the scope of workflows.įor the new SuiteCRM version 7.8, diligent will donate the source code from SweeterCalc to SalesAgility, the developers of SuiteCRM. In addition, diligent has developed various apps for SuiteCRM, which significantly extends the scope of the core solution.
Now we can see the Office Phone field data populating from the Account when it is linked in the Contact Record.As a SuiteCRM partner of the first hour, diligent has contributed to the success of award-winning open source Customer Relationship Management (CRM) application through various developments and code contributions in recent years. Now we have to perform the Quick Repair and Rebuild by navigating to the admin section in the SugarCRM instance. Make sure you have proper permissions for all your file structure in the Sugar Root Directory. Make sure we are using the correct relationship names and field names when we are adding the code in the Vardefs. This code can be applied for any type of the field in any module. Phone_office is the field name of the Office Phone field in the Accounts module. Phone_work is the field name of the Office Phone field in the Contacts module. Let us understand a bit more about the parameters used in this file.Īccount_name refers to the relationship name of the Contacts and Accounts. This is quite simple by using the populate_list which triggers the logic whenever the account is changed in the Contact or linked to it.Ĭreate the file in the below path and add this code./ custom/Extension/modules/Contacts/Ext/Vardefs/ If we want to populate the data to the Office Phone field in the Contacts module the same as the office phone in the Accounts module. Similarly we may come across the need to populate the other field’s data from Account to Contact record.
By default in SugarCRM when we are creating the Contact record, it auto-populates the address of the Account to the Contact record. We have a parent-child relationship between the Accounts and Contacts module (one too many relationships). We often have a requirement to populate the fields data of the related module on change of the related field in the current module.
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