Home Pipeline and opportunities

[jmcalderond]

Hi there,

5.0.0e on windows

I have opportunities on different stages being shown in the pipeline on the home tab, that's ok so far but the issue I have here is that when I click on any stage of the opportunitie, it is supposed to take me to that module and show me the records that belong to that stage I clicked on right!!!, well, that's exactly what it's not being done, instead, I'm getting to see the opportunities module with the advanced search tab showing the assigned to option selected on the name of the current user and no records are shown.
I've seen these related records on another instance that I have, there this feature works fine and shows the corresponding records within the selected stage on the home tab; now, the only difference I see between these two instances is that in the second one I mention you get to see the opportunities module on the advanced search but no options are selected meanwhile in the one mentioned first there's an option selected, I guess that's why I can see the records in this instance while I can't in the other.

I hope I've explained the issue well,

Any ideas to solve this?? - Thank you for your help guys!!!

Juan Miguel

[francisco.daza]

Hi,

Does anyone have any suggestions about fixing this issue???

Help me out with this please!!

Juan Miguel

[kuske]

Yes I see there is a bug in the dashlet.

It calles the advanced search with a parameter sales_stage=<displayvalue>
This should be sales_stage=<databasevalue>

In 451 it is called correctly with the database value of the sales stage, in 500 it is called with the display dropdown value of the stage.

As most users use the original definition of sales_stage_dom the database and display values are equal.

But if you renamed your display values of sales_stage_dom it does not work anymore.

[francisco.daza]

But if you renamed your display values of sales_stage_dom it does not work anymore.

No kuske, I haven't renamed anything from that dropdown list, I'm curently using an instance of version 5.0.0e and it's not working but with another instance I have (version 5.0.0a) it does work.

Do you have any suggeestions for fixing this issue??

Thank you in advance!!

Juan Miguel

[kuske]

Yes francisco!

In version 5.0.0e in module /modules/Charts/Dashlets/PipelineByeSalesStageDashlet/PipelineByeSalesStageDashlet.php in function getChartData() there is one important line more than in version 5.0.0a.
If you comment this line, all works like in 5.0.0a

         foreach($selected_datax as $sales_stage){
         foreach($temp_data as $key => $value){
          if ($value['sales_stage'] == $sales_stage){
           //$value['total'] = $symbol . $value['total'];
//KUSKE
//           $value['sales_stage'] = $app_list_strings['sales_stage_dom'][$value['sales_stage']];
//KUSKE
           array_push($data, $value);
           unset($temp_data[$key]);
          }
         }
        } 
  

[greenie]

Hi Kuske

I have a couple of custom charts using custom drop down fields. The charts work however the drill down in the charts don't. I had a look at the sugarcrm.log and see that the correct database field name is used in the url but is ignored by the advanced search function.

Have you had any success at getting the drill down to work with custom fields in custom charts?

greenie

[francisco.daza]

Wow man!!!!

That fixed the issue for non-admin users but when comes to an admin user the issue seems to remain there

What can I do about that KUSKE???

Thanks a lot!!!

Juan Miguel

[kuske]

Perhaps the temporary xml file which is generated to build up the chart was not recreated.

Try a rebuild, or better remove all xml files from /cache/xml.

[kuske]

I have a couple of custom charts using custom drop down fields. The charts work however the drill down in the charts don't. I had a look at the sugarcrm.log and see that the correct database field name is used in the url but is ignored by the advanced search function.

Have you had any success at getting the drill down to work with custom fields in custom charts?

greenie

Custom charts? Which version do you use? CE? PRO or ENT? 451 or 500?

[francisco.daza]

Perhaps the temporary xml file which is generated to build up the chart was not recreated.

Try a rebuild, or better remove all xml files from /cache/xml.

No kuske,

I did what you said but it's still the same, admin users can't see the opportuities from the pipeline

Any other suggestion??

Regards!!

Juan Miguel