Urdhva-Tech welcomes you!
Welcome to Urdhva-Tech's blog post.We, at Urdhva-Tech work mostly on SugarCRM since 5 years. We have worked with small to medium to largest organizations to help them customize SugarCRM and to use it...
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Remove Check box and Edit link from List View
Many times users find it necessary to remove the check box and/or edit links from the list view of any module.SugarCRM doesn't provide a setting to achieve this from admin panel.There are few simple...
View ArticleRestricting editing a record conditionally
If you wish to restrict users to edit a record after for example, the Sales Stage is marked as "Closed Lost" or something similar kind, you have reached to a right place.As mentioned above, today's...
View ArticleFilter by related module's field
At times we have clients asking for similar requirement, that they want to filter results by related module's field.Lets take basic modules and achieve similar goal by coding. Here, one needs to have...
View ArticleExport Workflows (PRO+)
At times it happens to developers that they create workflows on their working copy and find it difficult to export to client's copy.Workflows are managed by files and entries in database tables.Files...
View ArticleMake field Importable Required
How to make importable required in custom fieldIt will be done by one step only! You need to extend vardefs to make importable required.Let's see howTo extend vardefs we need to create a...
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Display more than 10 records in SQS search.
SugarCRM by default displays 10 records as a search result after SQS. As an example, we take Opportunities module with after_ui_frame logic hook.Step 1 : Create logic hook entry as...
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Showing related module's related data
Today I came across a requirement where client wanted to see Contacts related to a Case at Account's level.That means, if I open an account, and it has a Case linked to it, I should be able to see the...
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Add custom subpanel in Accounts module.
There comes the time when sales rep finds it irritating to view opportunities Closed Won and Closed Lost under same subpanel.Lets make custom subpanels separating Closed Won and Closed Lost.In this...
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Duplicate Alarm
Today I came across an interesting post on SugarCRM Forum which says give an indication next to phone number if it is found to be repeated over various Contacts.Lets do it!Step 1: Create a...
View ArticleMass convert Targets to Leads
Another interesting question on SugarCRM Forum attracted me to implement the request and here I go and write the solution for it.Goal: Mass convert Targets to Leads.Step 1: Create a flag field which...
View ArticleCompare Closed vs Won opportunities of selected timeframe
SugarCRM by default provides a Dashlet "My Closed Opportunities", which only gives you overview of Closed Won opportunity vs Total number of Opportunities and that too doesn't have a filter.Lets create...
View ArticleWhere are the queries?
Hey developers, some non-developers, have you ever thought of where the heck the queries are of List View and Sub panels?Let me give you the file names and function names.List View:Go to...
View ArticleREST api Example
At times developers find it so difficult to find simple and running example of REST API to perform CRUD operations on SugarCRM.. There are plenty of tutorials, blogs, developer guides explaining same...
View ArticleExtending List View query
Greetings!Today I came across a forum question which asked to hide "Closed Lost" opportunities from list view.Simple steps and you are through!Step 1: Create or edit...
View ArticlePassword settings Community Edition
SugarCRM Community Edition comes with password generation settings by default, and it is not configurable from admin panel.You can change it by changing config_override.php file.// Showing default...
View ArticleAudit relate fields
Plenty of times the forums have hit the same question, since I know SugarCRM."How to audit relate fields?" No out of box solution for it!But I simply love the power of logic hooks.Lets win the...
View ArticleCreating new Dashlets based on default
Here are the steps to create new dashlet based on SugarCRM's OOB dashlet.In this blog, we are extending My Open Tasks dashlet to show Tasks until NOW.Step 1: Copy modules/Tasks/Dashlets/MyTasksDashlet...
View ArticleGetting dropdown options in Javascript
Greetings!At times, I have ran into requirement of getting drop down options of a field in Javascript in SugarCRM.Here is the code that will get you options as an array.For example, you want to fetch...
View ArticleDate control on a varchar type field
Greetings!If you wish to give a date control on a "NON" date type field, this code snippet is what you need!Step 1: Create a file under custom/modules/<module_name>/views named view.edit.php Do...
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