Change users My Pipeline Dashlet

[MJBVrijmoed]

Hi,

i want to change the configuration of my pipeline dashlet. Now it only looks at the current user. But i want a dashlet where I see the forecast of all the users together, or multiple users.


Can this be done?

Thanx

- a new happy SugerCRM OS user -

[ARads]

Question to the Sugar Team: is there a way in OS edition to be able to see the pipeline displaying all users in the homepage dashlet?

[kuske]

To create an own Dashlet PipelineBySalesStage proceed as follows:

1. Copy modules\Charts\Dashlets\MyPipelineBySalesStageDash let\* to custom\modules\Charts\Dashlets\AllPipelineBySalesS tageDashlet\*

2. Rename alle files in custom\modules\Charts\Dashlets\PipelineBySalesStag eDashlet\ from MyPipeline* to AllPipeline*

3. Open all 4 files and change alle words "MyPipeline*" to "AllPipeline*"

4. In file PipelineBySalesStageDashlet.php change all words "_my_pipeline_" to "_all_pipeline_" and all words "LBL_MY_PIPELINE_FORM_TITLE" to "LBL_ALL_PIPELINE_FORM_TITLE"

5. In file PipelineBySalesStageDashlet.php change line
return parent::displayOptions() . $ss->fetch('modules/Charts/Dashlets/AllPipelineBySalesStageDashlet/AllPipelineBySalesStageConfigure.tpl');
to
return parent::displayOptions() . $ss->fetch('custom/modules/Charts/Dashlets/AllPipelineBySalesStageDashlet/AllPipelineBySalesStageConfigure.tpl');

and line
$this->loadLanguage('AllPipelineBySalesStageDashlet', 'modules/Charts/Dashlets/');
to
$this->loadLanguage('AllPipelineBySalesStageDashlet', 'custom/modules/Charts/Dashlets/');

5. In file PipelineBySalesStageDashlet.php find this block

             if ($count>0) {
                foreach ($new_ids as $the_id=>$the_name) {
                    $id[] = "'".$the_id."'";
                }
                $ids = join(",",$id);
                $where .= "opportunities.assigned_user_id IN ($ids) ";
 
            } 
  

and comment it out or just delete it.

 /****** this should not be done:
            if ($count>0) {
                foreach ($new_ids as $the_id=>$the_name) {
                    $id[] = "'".$the_id."'";
                }
                $ids = join(",",$id);
                $where .= "opportunities.assigned_user_id IN ($ids) ";
 
            }
*****/ 
  

6. Create file custom/modules/Home/language/en_us.lang.php and write the following to this file:

 <?php
$mod_strings['LBL_ALL_PIPELINE_FORM_TITLE'] = 'Total Pipeline';
?>  

7. Now save all files and call "admin" - "repair" - "Rebuild Dashlets"

8. Ready - just enyoi your new dashlet (I hope I did not mistype).

Good luck
hk

[MJBVrijmoed]

Thanks Kuske,

i will try this next week.

Thank you for your help, really appriciated.

Martijn