auto populate fields within create a new case

[bobby j]

Hi,

Please forgive me if this has been asked/answered before (any links to solutions appreciated)

I have recently been tasked with setting up Sugar for use within our technical support dept.

logging / updating / closing calls etc.

The ideal situation is :-

I enter the callers on the create case page, the users contact number, company name and email address are automatically populated (I know this can have issues with duplicate names, but if there are only two duplicates it shouldn't be to much hassle to re-enter the searched name)

We are using SugarEnterprise Version 6.0.1 (Build 4143)

All stock modules, although the layouts have been adjusted and tweeked.

I have tried searching Google but so far had no luck in finding a solution

Many thanks for your time and solutions

[robertbmirth]

mmkay, this is a rather complex task but if you know a bit of ajax you should be able to do it. Assuming that, the only knowledge of sugar you'll need to know is that you'll have to modify editviewdefs.php. You can input javascript tags in your editviewdefs.php like thus:

 'panels' => 
    array (
      'default' => 
      array (
        0 => 
        array (
          0 => array (
            'name' => 'course',
            'studio' => 'visible',
            'label' => 'LBL_COURSE',
              'displayParams' => array('javascript'=>'onchange="
                  if(this.value != \'\')
                      //Make Ajax/jQuery call and populate fields with the data.; 
                               "'),
          ), 
  

Most of this should already be in there, you'll just have to edit the displayParams field with whatever javascript you come up with.

You can put the javascript inline here or you can define it in a file (although if you define it in a file you'll have to include that file in the definitions as well, and i can't remember how to do that; I would normally reference the wiki but that's not an option anymore ).