how to search for leads of from several status options at once

[mitchberry]

Hi.

this is in reference to the leads "advanced" search section aka. SearchForm.html


i'm trying to figure out how to make it to where i can search multiple statuses at the same time for example, i have different statuses set up..

dead do not call, low debt load, disconnected number, bad / wrong number, ETC...

on the other hand, i have new, assigned, call with followup etc etc... There are several circumstances where i'd like to be able to search several statuses at once. like example for exporting all the bad ones to get a refund for the leads i purchased.

on SearchForm.html, i changed the status code to a "multiple" like so

<td class="dataField"><slot><select name='status' multiple="multiple" tabindex='2'>{STATUS_OPTIONS}</select></slot></td>

This allows me to select multiple, but when i hit the search button, it wont search if i have more than one selected.

how can i do this????

Thanks in advance

[mitchberry]

Anyone?????

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[sugarcane]

hello mitchberry,

what version of Sugar are you using? I am a bit confused, because the status field appears in the Leads module appears as a multiselect search field in the Advances Search by default. So you should be able to search for more than one type of status without making any changes to the code.

[sandeeplakshmi]

hello mitchberry!!

In Listview.php of the leads there is a method "generateSearchWhere" [ $where_clauses = $searchForm->generateSearchWhere($_REQUEST, true, "Leads"); ] of the 'SearchForm' class which generates the where conditions required for the search query to run.

you can dig in to that function for creating a new where condition based on the $_REQUEST{which contains the multiple select data from the status} for the leads module.

you need to do this as in the 4.5 versions you have only drop down options for status.

You need to have bit knowledge of sql queries.

-Sandeep Lakshmi
Be hungry!! Be Foolish!!!

[mitchberry]

sugarcane, it is v 4.1 or something ancient like that...
can't upgrade until i get a cloud server / dedicated server.

[mitchberry]

Sandeep, that sounds about right, however, i apparently overestimated my ability to understand exactly what all of that means.

aside from that my listview.php is blank.

"?"

[mitchberry]

"assigned to" does what i need status to do....

if i could figure out where {the things in curly brackets} are defined, then i'm sure i can make the status work.

where are the {curly.bracket_variables} defined????

[sandeeplakshmi]

Hello mitchberry!!

I am looking in to v4.5 [if the version you are working on is v4.1 then files should be same because they belong to same time line ] and i can clearly find all the methods to display the advanced search panel,basic & list view.
{Question : are you looking into modules/Leads/ListView.php ? }

If you want about the curly variables, those are called the xtpl variables used by sugar.
you can jump into these methods - setup() & displayAdvanced() of the 'SeacrchForm{include/SearchForm/SearchForm.php}' class for more details.

But, the path you are looking in to is different. if you are able to find the 'generateSearchWhere' method - its more than enough to complete your task.

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