New for Sugar 6.5 – Enhanced Formula Builder

bsoremsugar —  May 4, 2012 — 8 Comments

For those of you who are developers by trade ( like myself ), you enjoy the features of your favorite IDE to make development easier. And when we looked at Formula Builder, we saw the same thing and said to ourselves “What simple things can we do to make the experience of creating Sugar Logic formulas easier?”. Our engineering team tackled this for 6.5, and came back with a few nice enhancements I’ll detail in this blog post.

As you can see, it’s similar to before but there’s a few changes we’ve made to make editing formula easier. Let’s take a look at them.

You’ll notice two buttons at the top of the editor ‘Related Field’ and ‘Rollup’. These fields make it super easy add related and rollup fields by showing a list of all the options available and using that to build the formula. For related fields, the popup asks you for the module the field you are looking for is in and the field to pull in.

For editing rollups, you can specify the function to use as well as the module and field to operate on.

Clicking ‘Insert’ on either of these dialogs will put the formula in the editor window, without you having to know the details of the relationships or fields like you did before.

Speaking of the editor window, the other nice feature we add was type-ahead hinting and autocomplete. So now when you start typing a function name or field, it will try to autocomplete what you are typing, including adding function hints on the functions in the list. See the image below.

This makes formula building much easier, as the editor helps support you in getting the formulas right the first time.

And for those of you who are writing complex formulas, you all know how much easier it is to break it apart on multiple lines and tab indent the formula to make it easier to read. Now in Sugar 6.5, this is possible.

We hope these enhancements make it easier to edit formula. Have any other feedback on what we can do to make the Formula Builder easier to use? Sound off in the comments below.

8 responses to New for Sugar 6.5 – Enhanced Formula Builder

  1. 

    Unless some of these features start making it into the CE version I’ll be taking my clients elsewhere

  2. 

    So is there no way to calculate formulas at all in CE?

  3. 

    These features are fantastic – really does make the interface easier to use. The problems around being able to identify the correct link name when you don’t have file access to the system are addressed – still need to use your head if it turns out there are multiple relationships to choose from, but otherwise, definitely a positive step.

    Other things that could be useful:
     - being able to specify a where clause in rollup fields. e.g. I add a new field to Accounts to sum related opp value – when that account has had 20k of won opps and 100k of lost opps, I probably don’t want to see 120k as the opp value at the Account level
     - labels for fields somehow being present (perhaps mouseover on the field?). I realise if you’re in the formula builder, you -should- know what you’re doing, but sometimes when fields have been relabelled, people forget about it and can’t see the connection between the field name and the label

  4. 
    Andrewgcopley May 7, 2012 at 10:21 am

    Generally speaking, this stuff should be kept out of the CRM and you should a dedicated BI tool. There are plenty of OS BI tools up to the task and more to boot

  5. 

    I’m not having any luck with getting it to pull an email address from a related module. Any suggestions?

  6. 

    Hello, I need to add new line for text area field using formula builder. Is it possible? and how can I achieve that? Thankyou.

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