assigning a case to a contact?

[cdembek]

I am trying to add a custom field "Contact" which works much like the Account field/search with in the create/edit of a Case entry.

I know where to go in order to create a new custom field, however not sure how to get the custom field to work like the Account field,

Any suggestions??

[andopes]

Well, cdembek

Able cases to work with contact is not right simple because the Cases module work on context of Accounts. To provide this new behavior I believe you should modify a lot the Cases module or create a copy to join contacts.

Cheers.

André Lopes
Lâmpada Global Services
Av. Angelica, 1814 cj. 1502
São Paulo, SP 01228-200
tel1. 55 11 3668-6776
tel2. 55 11 3822-2581
cel. 55 11 7636-5859
messenger: andopes@yahoo.com.br
skype: andopes
e-mail: andre@lampadacrm.com.br

I am trying to add a custom field "Contact" which works much like the Account field/search with in the create/edit of a Case entry.

I know where to go in order to create a new custom field, however not sure how to get the custom field to work like the Account field,

Any suggestions??

[cdembek]

Can't I just create a custom button/field and have it work just like the account field???

[andopes]

Unfortunately no, cdembek.

Cases does not work this way.

It was built to interact directly to accounts.

Cheers

André Lopes
Lâmpada Global Services
Av. Angelica, 1814 cj. 1502
São Paulo, SP 01228-200
tel1. 55 11 3668-6776
tel2. 55 11 3822-2581
cel. 55 11 7636-5859
messenger: andopes@yahoo.com.br
skype: andopes
e-mail: andre@lampadacrm.com.br

Can't I just create a custom button/field and have it work just like the account field???

[eggsurplus]

Cases do work this way in some manner since they are tied to contacts (see subpanels). It's not exactly like Accounts where a case is tied to directly one account but you can add multiple contacts to a case. If you want to add a contact to a case when adding a new case instead of saving then adding using the subpanel you can make some small changes to do that. It'll then save the contact in the subpanel contact list though which should be sufficient for what you need. Basically it's a way to set a primary contact immediately when creating the case.

In modules\Cases\EditView.php add this could before the INBOUND EMAIL HANDLING area:

 /** eggsurplus: added contact popup for new case */
 
if( (!isset($focus->id) || $focus->new_with_id ) && !isset($focus->contact_id)) {
    //contact popup...show only if new record to more quickly associate a contact to a case
    $popup_request_data = array(
        'call_back_function' => 'set_return',
        'form_name' => 'EditView',
        'field_to_name_array' => array(
            'id' => 'contact_id',
            'name' => 'contact_name',
            ),
        );
 
    $encoded_contact_popup_request_data = $json->encode($popup_request_data);
 
    $contact_popup = "    <td class='dataLabel'><span sugar='slot90'>Primary Contact:</span sugar='slot'></td> "
                    ."    <td class='dataField'><span sugar='slot90b'> "
                    ."    <input tabindex='2' readonly id='contact_name' name='contact_name' type='text' value=''> "
                    ."    <input id='contact_id' name='contact_id' type='hidden' value='' /> "
                    ."    <input title='".$app_strings['LBL_SELECT_BUTTON_TITLE']."' accessKey='".$app_strings['LBL_SELECT_BUTTON_KEY']."' type='button' tabindex='2' class='button' value='".$app_strings['LBL_SELECT_BUTTON_LABEL']."' name=btn1 "
                    ."            onclick='open_popup(\"Contacts\", 600, 400, \"\", true, false, ".$encoded_contact_popup_request_data.");' /></span sugar='slot'></td> ";
} else {
    $contact_popup = "    <td class='dataLabel'><span sugar='slot98'>&nbsp;</span sugar='slot'></td> "
                    ."    <td class='dataField'><span sugar='slot99'>&nbsp;</span sugar='slot'></td> ";
}
$xtpl->assign('CONTACT_POPUP', $contact_popup);
                        
/** end eggsurplus custom */ 
  

In modules\Cases\EditView.html add {CONTACT_POPUP} somewhere in the place of the two td cells where you would like it to go (see bottom of this code block):

     <tr valign="top">
    <td class="dataLabel"  valign="top"><span sugar='slot9'>{MOD.LBL_DATE_START_TIME} <span class="required">{APP.LBL_REQUIRED_SYMBOL}</span></span sugar='slot'></td>
    <td class="dataField"><span sugar='slot9b'>
 
        <table border="0" cellpadding="0" cellspacing="0">
        <tr>
        <td nowrap="nowrap"><input name="date_start" onblur="parseDate(this, '{CALENDAR_DATEFORMAT}');" id="date_start_field" tabindex="1"
            size="11" maxlength="10" type="text" value="{date_start}" />
        <img src="themes/{THEME}/images/jscalendar.gif" alt="{MOD.LBL_DATE_START_TIME}"
            id="date_start_picker" align="absmiddle" />&nbsp;&nbsp;</td>
        <td nowrap="nowrap"><input name="time_start" id="time_start" tabindex="1" size="5"
            maxlength="5" type="text" value="{time_start}" />{time_start_meridian} <input type="button" class="button" onclick="javascript:setTime('start','{user_dateformat}');" value=" {APP.LBL_NOW_BUTTON_LABEL} "/></td>
        </tr>
        <tr>
        <td nowrap="nowrap"><span class="dateFormat">{user_dateformat}</span></td>
        <td nowrap="nowrap"><span class="dateFormat">{time_format}</span></td>
        </tr>
        </table>
 
        </span sugar='slot'>
    </td>
    {CONTACT_POPUP}
    </tr> 
  

I believe that's all I had to do to get it working for us. Of course, this is not upgrade safe and is a bit of a hack but it works.

[andopes]

Hi, eggsurplus.

Thank you a lot for your great explanation.

Cheers.

André Lopes
Lâmpada Global Services
Av. Angelica, 1814 cj. 1502
São Paulo, SP 01228-200
tel1. 55 11 3668-6776
tel2. 55 11 3822-2581
cel. 55 11 7636-5859
e-mail: info@lampadacrm.com.br

[luis.sg]

Hi,

I have used this technique to attach a note to a user, and it displays OK. But the assigned user is not saved in the database, I guess I have to change the sql? Or maybe somewhere in the vardefs.php file, to let the module know that it has a new field to treat?

Thank you,

[WEB11]

Hi,

I looked under modules\Cases\ But I cannot find the mentioned EditView.php file there. Did it get moved after 5.2 or something?

Luis, Did you find a solution to the note problem?