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
  • Create: Creates records based on a selected operation.
  • Delete: Deletes records based on a selected operation.
  • Update: Updates records based on a selected operation.

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.