Conditional Subpanel

[webnetin]

Hello All

Want to start a new discussion on HOW to achieve the CONDITIONAL SUBPANEL

Let me make this more clear.....

Say we have Accounts module, which say in a case used to store two typr of Accounts (say this is the drop down values of Account Type) - Service based & Product based. (there can be more, but for this example we will concentrate only for two types).
Now in detail vioew for Accounts say we want to have subpanels ---

Case Subpanel when Account type is Service based
OR
Product subpanel when Account type is Product based

Which all means that is Acct type is service based, it shall not show Product based and similarly in product based not to show Case subpanel.

(Ken may be initial response from your end, you can point us to some related thread/wiki on this topic)

Lets keep our discussion initiated for from Sugar 5.0 on LAMP or WAMP does not make difference. But yes friends are open to have their suggestion/solution for ver 4.5 also, and ofcourse for 5.1 moving ahead.


Thanks
Bipul
webNET (Let's give the community back their share)
Bangalore, INDIA

[andopes]

Hi Bipul

Good point!

The code bellow is the implemented rule for a customer. It works like a charm. It is not necessary to implement anything else.
It works for SugarCRM CE 5.*

 $layout_defs["Accounts"]["subpanel_setup"]["up1_publisers"] = array (
    'order' => '01',
    'module' => 'UP1_publisers',
    'subpanel_name' => 'forAccounts',
    'get_subpanel_data' => 'up1_publisers', //dados da tabela
    'add_subpanel_data' => 'id',//campo id do módulo que fica no sub-painel
    'title_key' => 'LBL_PUBLISHERS_SUBPANEL_TITLE',//colocado dentro do language do módulo que contém o subpainel
);
 
$layout_defs["Accounts"]["subpanel_setup"]["up2_insertionorders_agency"] = array (
    'order' => '06',
    'module' => 'UP2_InsertionOrders',
    'subpanel_name' => 'default',
    'get_subpanel_data' => 'up2_insertionorders_agency',
    'add_subpanel_data' => 'id',//campo id do módulo que fica no sub-painel
    'title_key' => 'LBL_IO_WITH_AGENCY_SUBPANEL_TITLE',//colocado dentro do language do módulo que contém o subpainel
);
 
$layout_defs["Accounts"]["subpanel_setup"]["up2_insertionorders_advertiser"] = array (
    'order' => '07',
    'module' => 'UP2_InsertionOrders',
    'subpanel_name' => 'default',
    'get_subpanel_data' => 'up2_insertionorders_advertiser',
    'add_subpanel_data' => 'id',//campo id do módulo que fica no sub-painel
    'title_key' => 'LBL_IO_WITH_ADVERTISER_SUBPANEL_TITLE',//colocado dentro do language do módulo que contém o subpainel
);
 
$layout_defs["Accounts"]["subpanel_setup"]["up2_insertionorders_publisher"] = array (
    'order' => '08',
    'module' => 'UP2_InsertionOrders',
    'subpanel_name' => 'default',
    'get_subpanel_data' => 'up2_insertionorders_publisher',
    'add_subpanel_data' => 'id',//campo id do módulo que fica no sub-painel
    'title_key' => 'LBL_IO_WITH_PUBLISHER_SUBPANEL_TITLE',//colocado dentro do language do módulo que contém o subpainel
);
global $focus;
 
if(isset($focus) && is_object($focus) && isset($focus->module_dir) && $focus->module_dir == 'Accounts') {
    if($focus->organisation_type_id_c != '3') {
        unset($layout_defs["Accounts"]["subpanel_setup"]["up1_publisers"]);
        unset($layout_defs["Accounts"]["subpanel_setup"]["up2_insertionorders_publisher"]);
    } else if($focus->organisation_type_id_c != '1') {
        unset($layout_defs["Accounts"]["subpanel_setup"]["up2_insertionorders_agency"]);
    } else if($focus->organisation_type_id_c != '2') {
        unset($layout_defs["Accounts"]["subpanel_setup"]["up2_insertionorders_advertiser"]);
    }
} 
  

Cheers

[webnetin]

Hi André ,

Many thanls for the example & code. This ofcourse wil be a good begining for people like me who are stuck at some point.

Just need one more small help.

I have a custom module called new_mod, which has a Account related field (account_id(type-id) & accountname (type-relate). I can pick and stick a account_name in new_mod module. But not getting subpanel for same in Accounts. Please help where am I missing.

Regards
BIPUL

[andopes]

Hi BIPUL

Please, attach in your next post the files related to the subpanel:

custom/modules/Accounts/Ext/Layoutdefs/layoutdefs.ext.php
custom/modules/Accounts/Ext/Vardefs/vardefs.ext.php
modules/new_mod/vardefs.php

Cheers

[webnetin]

Hi André,

Thanks again!
Your indication for th three files gives me where I was wrong.....

I actucaly was using the wrong name in relation field. Now I am getting the Subpanel....

Here's teh code in three files (for benefit of friends who wil come here in search of similar concern)

custom/modules/Accounts/Ext/Layoutdefs/layoutdefs.ext.php

 
$layout_defs['Accounts']['subpanel_setup']['new_module'] = array(
	'order' => 70,
	'module' => 'New_Module',
	'subpanel_name' => 'default',
	'refresh_page' => 1,
	'get_subpanel_data' => 'new_modules',  // matches the name of the link field
	'title_key' => 'LBL_SUBPANEL_MODULE',
	'top_buttons' => array(
		array('widget_class' => 'SubPanelTopCreateButton'),
		array('widget_class' => 'SubPanelTopSelectButton', 'mode'=>'MultiSelect')
	),
);

custom/modules/Accounts/Ext/Vardefs/vardefs.ext.php

 
$dictionary["Account"]['fields']['new_module'] = array (
'name' => 'new_module',
'type' => 'link',
'relationship' => 'new_module_accounts',
'source'=>'non-db',
'vname'=>'LBL_MEETING',
);

modules/new_mod/vardefs.php

 
'accounts" => array (
  'name' => 'accounts',
  'type' => 'link',
  'relationship' => 'new_module_accounts',
  'source' => 'non-db',
);

BUT....BUT something somewhere I am missing...I am getting the Subpanels, but then it shows me all the records, and not ONLY the connected records.....

Do I need to paste some other files/codes.

Thanks for the help

Regards
Bipul

[andopes]

Hi Bipul

You need to rebuild relationships.

Cheers

[veronicakatz]

Hi, André.

I had the same need, I followed your instructions, and everything worked ok! Thanks a lot.
But... whenever I clear template data cache and then rebuild relationships, I loose the conditional relationship.

What I did was as follows:
1) I edited file
C:\xampp\htdocs\sugarcrm\custom\modules\Project\Ex t\Layoutdefs\layoutdefs.ext.php
(I added the conditional rules at the end)
By the way: at the beginning of the file, it says " //WARNING: The contents of this file are auto-generated". This means that there's somewhere else the file is taking the info from.
2) I rebuilt relationships
3) everything worked ok

Whenever I clear template data cache, the lines I wrote at the end of the file are cleared.
I guess I have to edit another file.. but which one?

Thanks a lot in advance,
Veronica

[andopes]

Hi Veronica

You need to edit the file C:\xampp\htdocs\sugarcrm\custom\Extension\modules\ Project\Ext\Layoutdefs\layoutdefs.ext.php instead. The file you edited is generated when Rebuilding Extension and all its content is erased.

Cheers

[veronicakatz]

Hi, André
I did what you said, but I'm afraid it still happens the same.

As soon as I clear template data cache and then rebuild relationships, I loose the changes in
C:\xampp\htdocs\sugarcrm\custom\modules\Project\Ex t\Layoutdefs\layoutdefs.ext.php

although they still remain in
C:\xampp\htdocs\sugarcrm\custom\Extension\modules\ Project\Ext\Layoutdefs\layoutdefs.ext.php

(by the way: this last file didn't exist, I had to copy it from the folder I mentioned before).

[andopes]

Hi Veronica

Did you run Rebuild Extension after creating the file custom/Extension/modules/Project/Ext/Layoutdefs/layoutdefs.ext.php?

Cheers