Results 1 to 4 of 4

Thread: Cases full form not defaulting account

  1. #1
    mmansperger is offline Sugar Community Member
    Join Date
    Jan 2008
    Location
    Atlanta
    Posts
    40

    Default Cases full form not defaulting account

    When you create a case under accounts the default screen (I don't know what else to call it) shows the account name as required and already filled in. In fact you can't edit it. When you choose the full form tab it is no longer filled in and you must look it up.

    I can't seem to find how to modify the default layout which is different from the full screen layout (edit layout). Since the edit layout does not default the acount I want to modify the default layout with additional fields.

  2. #2
    dpatech is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    NC
    Posts
    287

    Default Re: Cases full form not defaulting account

    If you rename (or remove) the file modules/cases/metadata/accountsquickcreatedefs.php to accountsquickcreatedefs.php.backup, Sugar will use the full case form instead of the one provided in this file.

    Please note that Sugar caches its template files so you may need to use the Admin -> Repair -> Clear Template Data Cache functionality after you rename the file. Also, there is a bug with this Admin functionality in Sugar 5.0b so be sure to choose the "Cases" module, uncheck the "Clear All Cache Files" and then check the "Clear .tpl file Only" box.
    Last edited by dpatech; 2008-02-28 at 12:21 AM.
    - Sugar Team
    dpa Technology LLC
    e-mail: dpaDeveloper@dpatechnology.com
    web: http://www.dpatechnology.com

  3. #3
    mmansperger is offline Sugar Community Member
    Join Date
    Jan 2008
    Location
    Atlanta
    Posts
    40

    Default Re: Cases full form not defaulting account

    Thanks seems to have worked. However the tab for full screen is still there and when clicked shows the same as the previous screen. Not a big deal but is there a way to remove that tab?

  4. #4
    mmansperger is offline Sugar Community Member
    Join Date
    Jan 2008
    Location
    Atlanta
    Posts
    40

    Default Re: Cases full form not defaulting account

    Cctually when I modified the detail layout it did not change the default layout. The changes were reflected on the detail layout and only visable when the full form button was clicked.

    How do I fix that?

    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: 10
    Last Post: 2012-03-12, 08:12 AM
  2. Replies: 3
    Last Post: 2008-07-30, 06:22 PM
  3. Retrieve id of Contacts and Cases created from web form
    By smcnally in forum Developer Help
    Replies: 0
    Last Post: 2007-11-16, 08:11 PM
  4. Replies: 0
    Last Post: 2007-03-07, 02:11 PM

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
  •