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Thread: Setting a field's value automatically

  1. #1
    FishGuts is offline Senior Member
    Join Date
    Apr 2009
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    Default Setting a field's value automatically

    Hi everyone.

    How do you make one field automatically take the value of another field?

    Thank you,

    AG

  2. #2
    matthew's Avatar
    matthew is offline Sugar Team Member
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    Jul 2005
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    533

    Default Re: Setting a field's value automatically

    If you want to do it on the client-side (meaning, if you update one field in the browser it automatically updates another field on-the-fly) - then you need to use some Javascript.

    You'll have to take a look at the customCode attribute that's in use in the metadata driven UI.

    http://www.sugarcrm.com/wiki/index.p...data_framework

    This can allow you to include custom JS on the target fields.

    If you're interested in updating one field from the value of another field after you click save, you can do this server-side by using Sugar's Logic Hooks:

    http://www.sugarcrm.com/wiki/index.p...le=Logic_Hooks

    Finally, if you're not a programmer, you can also use the Professional or Enterprise editions of SugarCRM, which have workflow engine which allows you to define field updates on save or after time elapses.

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  3. #3
    FishGuts is offline Senior Member
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    Apr 2009
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    Default Re: Setting a field's value automatically

    I made a logic hook, and it worked brilliantly!

    Initially, I was intimidated by the idea of coding a logic hook, but now I'm thrilled, because I can use these powerful little hooks for all sorts of stuff.

    Thanks very much; you've saved me a lot of stress and tears

    AG

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