Hi
I'm currently trying to customize the account tab.
So first, I added new fields which suit well my case. But now I try to change the fields of the search and I can't find the way to do it.
Any suggestions ? Is it possible ?
thanks
Hi
I'm currently trying to customize the account tab.
So first, I added new fields which suit well my case. But now I try to change the fields of the search and I can't find the way to do it.
Any suggestions ? Is it possible ?
thanks
It is possible only if you are familiar w PHP and HTML.
There is no ability to create a search field through field layout
Farkhad Rakhimzhanov
E-mail: farkhad@gmail.com
Skype: rakikama
SuperTimesheet and Invoicing — timesheet tool with invoicing for SugarCRM.
Book time against Cases, Project Tasks and Projects.
Create invoice regarding booked time, print it in PDF or HTML,
customize template as you like.
ok thank you for the answer.
I was looking for an easy solution but it looks like I'll have to get into the code.
Would that also imply that new custom fields are not searchable?
Made a Customer ID field and a Product ID field.
A customer ID field (number) is required by law in my country when sending bills.
The Product ID is so we can send the correct bills to the correct customers.
If we cant sort/search these, I am afraid Sugar is out...
When searching Suagr uses create_list_query() function, and in this function there is joins for custom fields included also.
So, you will have to edit 1-2 files to get it working.
Farkhad Rakhimzhanov
E-mail: farkhad@gmail.com
Skype: rakikama
SuperTimesheet and Invoicing — timesheet tool with invoicing for SugarCRM.
Book time against Cases, Project Tasks and Projects.
Create invoice regarding booked time, print it in PDF or HTML,
customize template as you like.
I have absolutely no idea about the filestructure or editability of SugarCRM.
Care to give me tip as to what files and how to edit?
Willing to try...![]()
The files are:
modules/Accounts/SearchForm.html
modules/Accounts/ListView.php
Farkhad Rakhimzhanov
E-mail: farkhad@gmail.com
Skype: rakikama
SuperTimesheet and Invoicing — timesheet tool with invoicing for SugarCRM.
Book time against Cases, Project Tasks and Projects.
Create invoice regarding booked time, print it in PDF or HTML,
customize template as you like.
Ok, so basically in searchform I just add another TD with calls to my custom fields following this example
and a new query following this example in listview.phpPHP Code:<td class="dataLabel" noWrap><slot>{MOD.LBL_ACCOUNT_NAME} <input type=text tabindex='1' size="10" name="name" class=dataField value="{NAME}" /></slot></td>
and inside the array part of the code.PHP Code:if (isset($_REQUEST['website'])) $website = $_REQUEST['website'];
I see that goes in four places, two for query and push_array and then one for main form and one for advanced...I think
Hmm, better triplecheck the base for correct field names...
ill get back.
Actually, custom fields have another names (like {some_custom_file_name_c}), you can find your custom field in DB-table fields_meta_data.
Farkhad Rakhimzhanov
E-mail: farkhad@gmail.com
Skype: rakikama
SuperTimesheet and Invoicing — timesheet tool with invoicing for SugarCRM.
Book time against Cases, Project Tasks and Projects.
Create invoice regarding booked time, print it in PDF or HTML,
customize template as you like.
If I understand the question correctly, you can add search fields - certainly to advanced search page, and also to the basic search page but it may be harder to label.
Go to field layout in admin, select 'edit in place', then browse to the account page. The search panel will have an edit icon next to it which allows you to remove, edit and add criteria.
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