HOWTO: Export records based on criteria from a related record.

bsoremsugar —  March 22, 2012 — 3 Comments

Here’s a fun request I saw a while back on the forums…

It would be great if you could export contacts while filtering on other object criteria. A simple example would be, if I wanted to export all contacts that are associated to accounts of type “Customer”. It is simple, but a huge help so I don’t have to chase this data down directly from the database.

I’d be lying if it’s the first time I’ve seen a request like this, and often it requires you doing some oddball code level changes in the SearchFields definitions which can be a bit daunting to say the least. Luckily with Sugar Logic in Sugar 6.3 and later you can have a calculated field that can grab a value from a related record, making this much easier to do.

So to do what the poster is asking, try these steps:

  1. Go into Studio, and add a new TextField in the Contacts module named ‘account_type’
  2. In the field definition, checkbox ‘Calculated Field’ and put in the formula
    related($accounts,"account_type")

    into Formula Builder.

  3. Save the field
  4. Add the field in the layout of the ListView and the Search ( either Advanced or Basic, depending upon your preferences ) for the Contacts module.
  5. Go to the Contact ListView, and do a search for “Customer”
  6. Click the checkbox down arrow and choose ‘Select All’
  7. Click ‘Actions’ and then ‘Export’ to export the records.

3 responses to HOWTO: Export records based on criteria from a related record.

  1. 

    Added the new field into the Contact module….there isn’t a box that has field definition or checkbox for ‘Calculated Field’ in 6.4 CE SugarCRM.
    What is the datatype “Relate” used for? That looks like the proper one to use but I can’t find anything on it in the docs or forums.

  2. 

    Remarkable! Its actually remarkable post, I have got much clear idea on the topic of from this paragraph.

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