Auto calculate "Amount "Field" in Opportunities

[grecstar]

Hello, I'd like to create a default value for the required Amount field in Opportunities by multiply a custom field by an integer. Any idea how to go about this? I have access to php files etc. but am an extreme newb
thanks

[crmbalah]

Hi
you can set default value to "Amount field" through view.edit
and you can calculate and assign the value to custom file through this view.edit

[andopes]

Actually the best place to do that is the controller.
Create the script custom/modules/Opportunities/controller.php containing something like that:

 <?php
require_once('include/MVC/Controller/SugarController.php');
 
class OpportunitiesController extends SugarController{
    function action_editview() {
        $this->view = 'edit';
        $this->bean->amount = '<some pre defined value>';
    }
}
?>  

Cheers

[lougaou]

Personnaly i will do it via a logick hook before_save like that the field with be calculated via SugarCRM UI, via Import and via any external action (SOAP)
Controllers lets you do it only via sugarCRM UI.

[grecstar]

Actually the best place to do that is the controller.
Create the script custom/modules/Opportunities/controller.php containing something like that:

 <?php
require_once('include/MVC/Controller/SugarController.php');
 
class OpportunitiesController extends SugarController{
    function action_editview() {
        $this->view = 'edit';
        $this->bean->amount = '<some pre defined value>';
    }
}
?>  

Cheers

OK, I tried this method (because it gave me the exact syntax) and it works for the Opportunities Edit view, but not creating a new Opportunity or most importantly Creating an Opportunity from Convert Lead.
thanks for responses

[sandeeplakshmi]

Hello grecstar!!

if you want amount default in the ConvertLead page you need to do a small change for the IF condition in the file 'OpportunityFormBase.php' under the function "getWideFormBody"

old :
if (isset($lead->opportunity_amount)) {
$opp_amount=$lead->opportunity_amount;
} else {
$opp_amount='';
}

new :
if (isset($lead->your_field)) {
$opp_amount=$lead->your_field; { any thing you can multiply here }
} else {
$opp_amount='';
}

this will prefill your 'amount' with the custom value.


- Sandeep Lakshmi
Be Hungry!! Be Foolish!!!