auto relate project opportunity account

[eddor1614]

hello everybody

my setup:

Debian Etch
SugarCRM Community Edition Version 5.0.0g (Build 3391)
Apache 2.2.3
PHP 5.2.0
MySQL 5.0.32


We are basically using Contacts, Accounts, Opportunities and Projects.
we use Projects as Invoices, after adding an autonumber field and an amount field.
we create the Invoices (Projects) using the sub-panel on opportunities module.
right now if we want to see the Invoices (Projects) for an Account, first i have to go to that Invoice, and then select the Account using the sub-panel.
what i need is a way to automatically set this last relation, so every time i create an Invoice using the sub-panel on the Opportunity, it also shows up on the Invoice sub-panel for the corresponding Account.
Is this possible?
has anybody done this already?

thanks

[andopes]

Hi eddor1614.

You can create a logic_hook before_save in Projects.
This logic_hook can automatically relate the Project (Invoice) to the Account related to the Opportunity.

Best regards.

[JVWay]

Hi eddor1614.

You can create a logic_hook before_save in Projects.
This logic_hook can automatically relate the Project (Invoice) to the Account related to the Opportunity.

Best regards.

I just did this recently using SQL insert and update queries. While I was researching I found posts creating new objects and retrieving and saving the object. That seemed like a more elegant way of creating the relationship. Except I couldn't see how to retrieve a single record or save a single new record. The examples all used a for each loop and would want get data from the current record and either create a new record or update an existing record.

Do you, or anyone else , have pointers on how to go about this?
I've reviewed this entry http://www.sugarcrm.com/wiki/index.php?title=SugarBean but it's pretty vague.

Thanks for whatever assistance you can provide. I thought this could be especially relevant for what the OP was asking and I know it's what I wanted to do.

[andopes]

Hi Jerry

Do you know logic_hooks?

The logic_hook before_save is called just before saving the record into database.
It is a method in a class where you can implement what is necessary to get the goal. In your scene:
1. retrieve the Opportunity related to the Invoice
2. retrieve the Account related to the Opportunity
3. relate the account to Invoice

That is it.

Cheers

[eddor1614]

hey
thanks for the fast reply.

so, there is no way of doing this without php programming, right?

now I'm trying to find an complete example of these logic_hooks.

any recommendation?

[JVWay]

That's true it can only be done in logic_hooks.

This thread is what gave me the lead on doing this with objects. I've not found much more about it but it's certainly more elegant than SQL queries especially since database structure could change in future version.

http://www.sugarcrm.com/forums/showt...tom+logic+hook

I think I see in this thread the answer to my question.
In this line
$tempTask->retrieve($task->id);
He's asking to retrieve the id that he got from the task object. I think that if I put the id as the variable that will get me a single record. He's doing this from a for each loop.

Go here
http://www.sugarcrm.com/wiki/index.p...Developer_Wiki
Also developers.sugarcrm.com
For all the info about the logic hooks. There are examples and downloads. Somewhere there is a zipped example that got me started. It's something about assignment notification I think. From that I was able to take off and I knew nothing about PHP programming. I've done other languages and PHP's pretty easy.

[eddor1614]

thank you very much!

[eddor1614]

hello again
anybody knows an easy way to do this using the 5.1.0 version?
thanks

[andopes]

Hi eddor1614

Still logic_hook before_save.
There are articles in the SugarWiki documenting how to use this.
Let me know if you have any issue.

Best regards.

[JVWay]

thank you very much!

No problem, in this post http://www.sugarcrm.com/forums/showt...853#post126853 I attached an example of one of my logic_hook code sets. It kind of long since there's a lot of calculations but it might help on general usage.