Custom Layouts based on Account Type

[robh71]

I would like to create multiple contact layouts and display the appropriate one based on an Account Type field.

For example, I have custom fields that I want to see for Real Estate Agents and different custom fields for Mortgage Brokers and I would like to have a default layout for those contacts that do not have one of these types.

How would I achieve this functionality using SugarCRM?

Thanks,

Rob

[sacramentojoe]

Hey Rob, this is an easy fix.
in your EditView.php files and DetailView.php files there is a spot that looks like this.

$xtpl=new XTemplate ('modules/Contacts/EditView.html');


All you have to do is add a check before that.
if($focus->custom_field_c == 'Realtor'){
$xtpl=new XTemplate ('modules/Contacts/RealtorEditView.html');
}elseif($focus->custom_field_c == 'Mortgage Broker'){
$xtpl=new XTemplate ('modules/Contacts/BrokerEditView.html');
}else{
$xtpl=new XTemplate ('modules/Contacts/EditView.html');
}

Do the same for DetailView.php except change out the {*}EditView.html to be {*}DetailView.html

hope this helps, let me know.

[robh71]

Oh that is just too swank.

I am so unworthy!

Thanks,

Rob

Hey Rob, this is an easy fix.
in your EditView.php files and DetailView.php files there is a spot that looks like this.

$xtpl=new XTemplate ('modules/Contacts/EditView.html');


All you have to do is add a check before that.
if($focus->custom_field_c == 'Realtor'){
$xtpl=new XTemplate ('modules/Contacts/RealtorEditView.html');
}elseif($focus->custom_field_c == 'Mortgage Broker'){
$xtpl=new XTemplate ('modules/Contacts/BrokerEditView.html');
}else{
$xtpl=new XTemplate ('modules/Contacts/EditView.html');
}

Do the same for DetailView.php except change out the {*}EditView.html to be {*}DetailView.html

hope this helps, let me know.

[sacramentojoe]

Oh that is just too swank.

I am so unworthy!

Thanks,

Rob

I'm guessing SWANK is a good thing.

Let me know if you run into any issues.

Have a good night/day/weekend.

Joe

[orzo]

Is this still the best approach or only approach with the new Metadata driven layouts since sugar 5?

[zilker]

Hello there, working with version 5.5.3 & needed to know if these instructions are still accurate. EditView.html & DetailView.html don't seem to be located in the modules/Contacts/

Thanks...

Hey Rob, this is an easy fix.
in your EditView.php files and DetailView.php files there is a spot that looks like this.

$xtpl=new XTemplate ('modules/Contacts/EditView.html');


All you have to do is add a check before that.
if($focus->custom_field_c == 'Realtor'){
$xtpl=new XTemplate ('modules/Contacts/RealtorEditView.html');
}elseif($focus->custom_field_c == 'Mortgage Broker'){
$xtpl=new XTemplate ('modules/Contacts/BrokerEditView.html');
}else{
$xtpl=new XTemplate ('modules/Contacts/EditView.html');
}

Do the same for DetailView.php except change out the {*}EditView.html to be {*}DetailView.html

hope this helps, let me know.