Auto update Fields

šŸ’¬ General Discussion
1

Hi All,

I am using SuiteCRM 7.4.1. I was able to create & install custom modules using the Module Builder.

How do I update multiple related fields based on the selection of one of the related fields?

Scenario:
I have a custom module Submissions, this shows the status of records sent to the Client for different Projects.

How do I autoupdate the Account (Renamed as Companies) & the Contact (Renamed as Client Contact) when I select the Project (Renamed as Job ID) in the Submissions module?

Please check the attached screenshot for more clarity.

All the above mentioned fields are related fields & I can manually add them, however, I want to perform this automatically.

I am not a developer, hence unable to code.

Please advise.

Thank you.

2

Hi Maverick,

What is your expectation (both Account and Contact module) once you saved the record under module, Submissions ?

3

Hi Teren,

I want the Account & Contact field to be updated with the relevant Account & Contact that has been updated in the Project module for the selected project.

It goes like this.

I have a list of targets for a particular project. Each project has a an Id, Account & Contact Pre-selected when the project was created. The target module has a Many-Many relationship with the Submissions module.

When I select a target for a project & select the specific project id under the project field under the targets, it should auto update the Account & Contact field under submissions for which the target was selected

Do let me know if its unclear.

Thank you

4

If iā€™m not wrong, you could accomplish by setting up workflows.

5

Hi Teren,

I did try Workflows, however, from my limited experience, I believe it does not work on drop-down selection.

Thanks

6

Hello,

I think you can not do it with the worflow module .

you must create a logic hooks code (before save) for your Submissions module.

7

Hi Frenchy,

Thanks for the input, however, since I am not a developer, I am not sure how to go about it?

Best Regards

8

Hi,

I found the below link. I shows similar to what I am looking for, however, its confusing for me.

http://developer.sugarcrm.com/2011/08/31/howto-using-a-relate-field-to-populate-a-custom-field/

Could someone please explain this to me in a simpler language?

Thanks

9

Have you tried?

10

I have been running workflow for similar module.

11

Hi Terence,

I have tried both the workflows as well as the link I posted, however, neither seems to work for me, probably because its a bit confusing to me.

Could you guide me, how did you achieve this function using the workflows?

Thanks