custom field automatically changes for all contacts per account

[tellusmore]

v5.2k

I really have 2 issues but the more pressing first of course. I'm very new to sugar.

What i'm trying to accomplish:
I've created a custom field in Contacts which shares a dropdown value list with Accounts
My goal is that that shared dropdown list would update both ways, to include all contacts associated with that account (and vice versa) upon it being changed.

Basically if one contact elevates the status it'll just change across the board, but ONLY the contacts associated with the account.

The other is for the life of me i can't get the Studio-contacts-layout-editview to do much of anything, I can swap one field out for another, but i can't add an additonal field, seems to be ok under accounts, you drag it box expands, save and deploy, under contacts not so much.

I'm more concerned with the former.

thanks a bunch

[eggsurplus]

This will take some technical expertise. What you'll need to do is create a before_save hook for both accounts and contacts. When an account is saved it will fire your hook that will check for the account custom field and update all contacts with that value. The other hook for contacts would check that contact custom field and set the account and all contacts associated to that account with that value. Searching the forums should find some examples of how to create a before_save logic hook.

[tellusmore]

with a slightly better understanding of sugar and also what i'm trying to accomplish.

All of my contacts are assigned to an account.
All accounts have a custom field

When creating a meeting I would like to add "contacts" by their account's custom field designation.

It seems it's very close to the related to, however it's not.

This seems seemingly an easy task. It is a database afterall, sql queries just aren't this complicated.