Customizing "Status" drop-down under "Leads"

[fai.hans]

I am trying to customize the status drop-down under Leads.

I edited the drop-down using the admin panel. and was able to successfully change the same on the EditView page of leads. (screenshot attached).

However, I am unable to add it to the search criteria under the "Advance Search" tab (screen shot).

Do I need to edit one more layout/drop-down under the admin? Please let me know which one would be that?

Thanks in advance.

- Faisal

[ptemplin7]

I think you have run into one of the Sugar Bugs. There is some discussion of this over in the development forum. Do a search on the forums and I think I remember there being some coding fixes you can do.

Good luck!
Paris

[DragonflyMaster]

I am trying to customize the status drop-down under Leads.

I edited the drop-down using the admin panel. and was able to successfully change the same on the EditView page of leads. (screenshot attached).

HI Faisal,
how did you edit the dropdown in studio?
I suggest you create a dropdown list with your custom values, then from studio->leads module->layout->editview modify the status dropdown making it show values from your new list.

However, I am unable to add it to the search criteria under the "Advance Search" tab (screen shot).

Do I need to edit one more layout/drop-down under the admin? Please let me know which one would be that?

Thanks in advance.

- Faisal

To modify the searchview according to your modifications, go in Leads module's Searchfields.php and look for this code:

 
'status'=> array('query_type'=>'default', 'options'=>'lead_status_dom', 'template_var' => 'STATUS_OPTIONS'),

and change 'lead_status_dom' with your custom dropdown list.

[fai.hans]

I have edited the 'lead_source_dom' drop down menu through the Admin Panel 'Edit Drop Down' option.

As I mentioned earlier its showing fine on the Edit View, the problem is only with the Advance Search panel. I am not familiar with linux. Is there a possible way of doing it through the admin panel?

- Faisal

[kuske]

Lead status has two dropdowns in version 4.5.1, lead_status_dom and lead_status_noblank_dom.
lead_status_noblank_dom is used in editview, lead_status_dom in advanced search.
You must edit both with your custom values.

[fai.hans]

Thanks Kuske,

I was able to frame out that with your information.

Might be we need to post for a bug, the lead_status_dom does not show up when selecting the leads module for editing drop down. but it does when searching for it in the "All" list.

Thanks a lot.

- Faisal

[kuske]

I think it's more an indisposedness than a bug
But perhaps a bug could solve this and other minor problems.

[fai.hans]

Kuske,

I ran into another problem after editing the dropdowns lead_status_dom & lead_status_noblank_dom. I forgot to keep the DB values identical. as a result of that, the search by 'Status' option under Advance Search is not bringing in records matching the lead_status_dom Display Values.

Need help on editing the DB values for lead_status_dom.

- Faisal

[kuske]

You can change this in database with mySQL commands.

1. with

SELECT distinct status FROM leads;

you get a list of all stored values in database.
e.g.
'Assigned'
'Recycled'
'New'
'Dead'
'In Process'
'Converted'

2. now you can change the incorrect values by other mySQL commands to your new database values of the dropdown for each incorrect value.
e.g.

UPDATE leads SET status='newValue' WHERE status='oldValue';

let's say you want to change status value 'Dead' to 'Moriturus':

UPDATE leads SET status='Moriturus' WHERE status='Dead' ;


Be careful then you do this job, make a backup of the database BEFORE doing anything.

[fai.hans]

Got it after some research.

Here it is: custom/include/language/en_us.lang.php

Thanks for your help

- Faisal