Adding Account Fields to Cases

[dcornford]

Hi everyone

I am sure there is a simple way of doing this, but I can't find it!

I am reviewing case management processes right now and want to add the 'Rating' field that is present in an Account record to the Case List section. In this way I can swiftly see cases created for important accounts and prioritise them accordingly.

Any ideas?

Thanks
David

[andopes]

Steps to follow:

• Create an extended vardefs and language for Cases and define vardef and language entry for the rating field, just like it exists in Accounts;
• Add that field, by hand, into Cases listviewdefs.php;
• Quick Repair and Rebuild
• Create a new class which extend the default Case one;
• Inside this class implement the method create_new_list_query, initially implemented in SugarBean;
• Create a custom controller for Cases and implement the method action_listview;
• Inside this method override the value of $this->bean by an instance of such new class;
• Modify the method create_new_list_query in order to make the query working properly.

Cheers

[dcornford]

Thanks for the answer - so it certainly sounds like I can do what I need - but I am not a programer and this sounds a little scary!

Any simpler ways or can you let me know how to do this?

Thanks
David

[class.raja]

Thanks for the answer - so it certainly sounds like I can do what I need - but I am not a programer and this sounds a little scary!

Any simpler ways or can you let me know how to do this?

Thanks
David

I am also interested an answer on this. Is there a simple way to do it? Is it achievable through studio?

[adam.frank]

It is possible to achieve via Studio in the commercial editions by using SugarLogic.

Otherwise, you need to follow the steps that andopes has described above. The developer guide (Sugar Developer - SugarCRM Support Site) has more information on how to do many of these steps.