Invoke Operations Page
Select the module and operation to perform in the SugarCRM application.
Note:
If you need to perform operations for the Bugs, Releases, and Cases modules, you must have Sugar Sell and Sugar Server licenses.The fields that appear are based on the selection you made on the Actions page.
Create, Update, or Delete
Element | Description |
---|---|
Select action type |
|
Action description |
Displays a description of the selected action. |
Select module |
Select a module, such as Accounts, Products, Users, Trackers, and so on. |
Type *<keyword>* to search |
Type a keyword or the initial letters of the module name to filter the display of names in the list. |
Select operation |
Select an operation name, such as Create Record. |
Type *<keyword>* to search |
Type a keyword or the initial letters of the operation name to filter the display of names in the list. |
Query
Element | Description |
---|---|
Select module |
Select a module, such as Accounts, Products, Users, Trackers, and so on. |
Type *<keyword>* to search |
Type a keyword or the initial letters of the module name to filter the display of names in the list. |
Select operation |
Select an operation name, such as Create Record. |
Type *<keyword>* to search |
Type a keyword or the initial letters of the operation name to filter the display of names in the list. |