Results 1 to 10 of 10

Thread: Adding data from another module to a list view

  1. #1
    RockyShark is offline Sugar Community Member
    Join Date
    Nov 2004
    Posts
    14

    Default Adding data from another module to a list view

    Version 5.2.0e (Build 5626)

    Hi all,

    I'm trying to add "Account" to the list view in the Projects module.

    I've been into studio, created the relationship which then gave me the field I need in the Layouts->List View section. I've dragged that from the right to the left columns and now have that Account column in my Projects list view. Yay!

    But the field is empty!

    How do I get it to populate? Have I gona baout it the wrong way?

    The relationship I created was projects_accounts ... many-to-many ... accounts
    -----===||===-----
    waterfallweb

  2. #2
    shailendra001's Avatar
    shailendra001 is offline A Prolific Poster
    Join Date
    Oct 2008
    Location
    Bangalore India
    Posts
    255

    Default Re: Adding data from another module to a list view

    Hi!
    Go to admin repair -> rebuild relationship

    this may help

    Regards
    Shailendra
    Quote Originally Posted by RockyShark View Post
    Version 5.2.0e (Build 5626)

    Hi all,

    I'm trying to add "Account" to the list view in the Projects module.

    I've been into studio, created the relationship which then gave me the field I need in the Layouts->List View section. I've dragged that from the right to the left columns and now have that Account column in my Projects list view. Yay!

    But the field is empty!

    How do I get it to populate? Have I gona baout it the wrong way?

    The relationship I created was projects_accounts ... many-to-many ... accounts

  3. #3
    RockyShark is offline Sugar Community Member
    Join Date
    Nov 2004
    Posts
    14

    Default Re: Adding data from another module to a list view

    Thanks for the suggestion Shailendra

    Tried that now - but it's still en empty column...

    Have I actually gone about setting it up the right way?
    -----===||===-----
    waterfallweb

  4. #4
    shailendra001's Avatar
    shailendra001 is offline A Prolific Poster
    Join Date
    Oct 2008
    Location
    Bangalore India
    Posts
    255

    Default Re: Adding data from another module to a list view

    Quote Originally Posted by RockyShark View Post
    Have I actually gone about setting it up the right way?
    Your work flow seems fine ,
    but in list view of Project , Account info will come only for records those are related with Projects.

    you can try this ---> edit one record in project modules and related it to particular account ( select one account ) and then see whether you are getting account name in list view for particular Project record or not ??

    Regards
    Shailendra

  5. #5
    RockyShark is offline Sugar Community Member
    Join Date
    Nov 2004
    Posts
    14

    Default Re: Adding data from another module to a list view

    Yes - in detail view there is an Account attached. We're actually trying to make sure that we create our projects by going to the account first - and creating the project from the Account page (so we don't forget!)

    I even tried re-selecting the Account from the Project detail view, but that didn't make any difference.

    Thanks for your help - any other ideas?
    -----===||===-----
    waterfallweb

  6. #6
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: Adding data from another module to a list view

    Project module already have a relationship with Accounts.
    Is the field you are trying to add into Project a different one?
    You can reuse the existing field to display it on ListView, just like Account field into Contacts module.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  7. #7
    RockyShark is offline Sugar Community Member
    Join Date
    Nov 2004
    Posts
    14

    Default Re: Adding data from another module to a list view

    I have 2 fields available - the original field and then the one I got after creating a new relationship. I can get both headers to apprear in the list, but neither have any values in them.

    Thanks for your help guys, but I'm close to giving this away. Sugar seems like a sound package but it's really complicated to do anything other than very simple mods.
    -----===||===-----
    waterfallweb

  8. #8
    jsagar's Avatar
    jsagar is offline Sugar Community Member
    Join Date
    Mar 2008
    Location
    Ahmedabad,India
    Posts
    242

    Default Re: Adding data from another module to a list view

    hi,
    i m facing the same problem
    i have created one module through module builder.
    and i want to add some field of other module in the listview.
    i have override the listview & i have prepared a query which returns the data in listview
    but that is not displaying in the listview
    the query is perfect but the other module's field is not displaying and it only displays current module's field
    any help will be appreciated.
    Best Regards
    ---------------------------------------
    Jaydeepsinh Sagar

  9. #9
    polluxmr2 is offline Member
    Join Date
    May 2009
    Posts
    11

    Default Re: Adding data from another module to a list view

    I am trying to do the same thing. However, when I read about adding the relationship between Project and Accounts, I looked to see if it was already there, and it was. So I read on in the first post that in the list view, i should have a field i can drag for use in the view, but I don't.

    So, I repaired / rebuilt the db relationships and cleared the template and var def cache, hoping that would help, but it didn't.

    in studio > projects > fields, I have date_entered, dated_modified, name, description, deleted, estimated_start_date, estimated_end_date, status and priority. should I have more than that? and if so, where do i start troubleshooting to fix the problem?

    Sugar 5.2d - Also, this may be related, I have a custom module that I paid for that created a relationship between projects and itself ( and it added 3 custom fields ), so could that be causing the weirdness?

  10. #10
    Sabaht is offline Junior Member
    Join Date
    Jul 2009
    Posts
    1

    Default Re: Adding data from another module to a list view

    i have created one module through module builder named reports and i want to query leads module through that new module. I have done changes in advanced search view and added some new custom fields. I have override the listview & i have prepared a query which returns the data in listview but that is not displaying in the listview. The reason may be is because my listview doesn't contain the column of leads module. Please help me to find out how to refer leads module in my listview and show its records. I am using Version 5.2.0f (Build 5688) of sugarCRM. Thanks in advance.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 1
    Last Post: 2007-09-27, 04:59 AM
  2. Adding a SubPanel to a Module's List View?
    By rickcrites in forum Developer Help
    Replies: 2
    Last Post: 2006-11-05, 01:11 PM
  3. Adding Opportunity Name to Contacts list View
    By Egboba in forum General Discussion
    Replies: 0
    Last Post: 2006-05-27, 01:59 PM
  4. Adding a list view field???
    By hkommin in forum Help
    Replies: 1
    Last Post: 2006-03-25, 03:29 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •