How to use data from "assigned to" for another field, like "referred by"

SuiteCRM Forum - English Language Developer Collaboration
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Version 7.6.6

Sugar Version 6.5.23 (Build 1061)

I am very new to SuiteCRM. My installation has “assigned to” in Accounts and Contacts (are these modules? I don’t really know). Anyway, the “assigned to” will have a text field, with a blue arrow to the right of it, and a blue X icon to the right of the blue arrow. When you click the blue arrow, a window pops up that lets you select an employee name.

I want to replicate this, but with a custom field called “referred by”. In studio, I finally learned how to create custom fields, and how to apply the custom field using Layout. I made “referred by” a dropdown list, but in the list options I don’t see any data group that remotely resembles employee_names or user_names. I don’t think “assigned to” is even a dropdown list, anyway.

So how do I replicate the functionality and username data for a custom “referred by” field the same way it is for “assigned to”?

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Hi,

Create the “referred by” field with Data Type “Relate” and further below select the module “Employees”. This will create the same field as the assigned-to field (with the cross and the arrow)

Please note the subtle differences between the modules “Employees” and “Users”: The module “Employees” lists all Users (people with login access to SuiteCRM) plus employees without login access, i.e. Users is a subset of Employees.

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