Status of Calendar Meetings

[kblackwell]

Our sales manager asked me to look into adding a feature on the calendar.

When a person is going on a sales call, they post it on the calendar. He views all the users through the shared calendar feature. These are some of changes he asked me to look into.

1. Currently in the calendar, there's only 3 status. Planned, Held, and not held. He would like to remove held and replace it with 2 additional drop boxes. Held - Moving ahead and Held - closed.

2. Another feature he requested is when he's looking at the shared view, he would like to see if it's possible to color the meeting based on the status of the meeting.

Is any of that possible by default or do I need to put on my programming hat?

Thanks

[clint]

1. Currently in the calendar, there's only 3 status. Planned, Held, and not held. He would like to remove held and replace it with 2 additional drop boxes. Held - Moving ahead and Held - closed.

2. Another feature he requested is when he's looking at the shared view, he would like to see if it's possible to color the meeting based on the status of the meeting.

#1 is simple. Just change the dropdown values using Studio (accessed from the Admin screen).

#2 would require some coding.

[kblackwell]

If anyone need this in the future, this is what you need to do to color the calendar.

This is for the standard user calendar.

switch ($app_list_strings['meeting_status_dom'][$act->sugar_bean->status]) {
case "Planned":
//echo "bgcolor=\"#ffffff\"";
break;
case "Held - Moving Forward":
$color = "style=\"background-color:green\"";
break;
case "Held - Status Quo":
$color = "style=\"background-color:yellow\"";
break;
case "Held - No Action":
$color = "style=\"background-color:red\"";
break;
case "Not - Held":
break;
}

Than add this to this line

before

<td width="100%" ><a ' . $extra . ' href="index.php?module=Meetings&action=DetailView& record=' .

after

<td width="100%" ' . $color . '><a ' . $extra . ' href="index.php?module=Meetings&action=DetailView& record=' .

To do it on the shared calendar

if(empty($act->sugar_bean->name)) {
echo "<td width=\"100%\">".
$timedate->to_display_time($act->sugar_bean->time_start, true, false);
echo "</td></tr>";
} else {
//Added BG color to shared Calendar
//echo "finder";
//echo ($app_list_strings['meeting_status_dom'][$act->sugar_bean->status]);
//echo "finder2";

echo "<td ";
switch ($app_list_strings['meeting_status_dom'][$act->sugar_bean->status]) {
case "Planned":
//echo "bgcolor=\"#ffffff\"";
break;
case "Held - Moving Forward":
echo "style=\"background-color:green\"";
break;
case "Held - Status Quo":
echo "style=\"background-color:yellow\"";
break;
case "Held - No Action":
echo "style=\"background-color:red\"";
break;
case "Not - Held":
break;

}
//echo "<td width=\"100%\">
echo " width=\"100%\">
<a href=\"index.php?module=Meetings&action=DetailView &record=".
$act->sugar_bean->id."\">".
$app_list_strings['meeting_status_dom'][$act->sugar_bean->status].":".
$act->sugar_bean->name."<br>(".
$timedate->to_display_time($act->sugar_bean->time_start, true, false).")
</a>";


That worked for me.

[titobustillo]

But...which file must be edited? Thanks

[kblackwell]

templates_calendar.php

[titobustillo]

Hi Kblackwell,

Where I must to write the code in Template file to standard view ?? Thanks again

[blablaz]

Same question as above, where does this code go inside template_calendar.php ??

Thanks in advance!

[blablaz]

Ok all figured out. These are the steps to follow:

-------------SugarCRM 6.1---------------

File: ****/modules/Calendar/templates/template_calendar.php

There are 2 things to do to to be able to color the meetings depending on their status:
- Create a $color variable with different values depending on the status.
-Use the $color variable in the call to show the calendar:

------------------------------------------------------------------------------
1st :
In line 143 (right after else { $meetingStatus = ''; } ) , you need to add the following code:

 switch ($app_list_strings['meeting_status_dom'][$act->sugar_bean->status]) {
                        case "Planned":
                        $color = "style=\"background-color:red\"";
                        break;
                        case "Held":
                        $color = "style=\"background-color:green\"";
                        break;
                        case "Not Held":
                        $color = "style=\"background-color:grey\"";
                        break;
                        } 
  

2nd :
In line 155 we need to make a little modification to add the $color variable we created:

 <td width="100%" '.$color.' ><a ' . $extra . ' href="index.php?module=Meetings&action=DetailView&record=' . 
  

[titobustillo]

Thanks, thanks, thanks!!! It works like a charm..just what I need.