Dev toolkit 0.5 docs.

[Linnane]

I have installed devtoolkit 0.5 (http://www.sugarforge.org/projects/devtoolkit/) into my installation of sugarcrm 5.2f, I want to filter the sales stage based on the opportunity type, I have read on the sugar forms that this tool will enable me to do just that. I have been unable to find any doc on how to utilise your product, can anyone please advise me on how to achieve my goal or direct me to some docs that can do same.

I would really appreciated any help thanks.

[andopes]

The User Guide can be found here.

Cheers

[Linnane]

Hi Thanks for that

Sorry for being a little daft but:

I was looking at the Dependent Dropdowns. In the solution outlined in the docs provided is it necessary to have the toolkit installed?

in the notes it refers to directory "custom/modules/<Module>/metadata/" what should <Module> be equal to -- should I see devToolkit in here? (I don't!).

regards
A. L.

[andopes]

Hi A. L.

<Module> refers to module for what you wan to implement the Dependent Dropdowns.
It may be Accounts, Contacts, Opportunities.
Have a look at the Opportunities sample customization on DevToolKit page.

Regards

[Linnane]

Hi,
p.s. sorry about my previous questions I see now they were all in the download page
(http://www.sugarforge.org/frs/?group_id=753) all-along.


From the look of it its a fairly simple process to do what you have outlined,
so I'd image my issue is small.

I create the additional dropdowns in the DropDown editor
e.g.

Name: sales_stage_carIns_list
Language:
List Items:
Item Name[Display Label]

* AJL[AJL]
* Sophie[Sophie]
* Joe[Joe]


I've modified the opportunity type drop down.

Name: opportunity_type_dom
Language:
List Items:
Item Name[Display Label]

* -blank-[-blank-]
* carInsurance[Car Insurance]
* homeInsurance[Home Insurance]


I've tried this and a couple variations of below: and up loaded it to "custom/modules/Opportunities/metadata/"
I had to create the metadata folder.

<?php
$update_dropdown_field_defs = array(
'opportunity_type_dom' => array(
'' => array(
'sales_stage_dom' => 'sales_stage_dom',
),
'Car Insurance' => array(
'sales_stage_dom' => 'sales_stage_carIns_list',
),
'Home Insurance' => array(
'sales_stage_dom' => 'sales_stage_homeIns_list',
),
),
);
?>

When I go into Create Opportunity and select either car insurance or home insurance
There is no difference to the sales stage DD.

I Then ftp'ed the sample "views" Directory to custom/modules/Opportunities/

However when I connect to Create Opportunity the full page is not displayed
and no part of the Create Opportunity form is visible.

I've since removed this folder and its contents.

Do I have to do something with the views files? view.edit.php, view.detail.php, etc.
Can you give me any advice on how to resolve my issue?

Regards
A. Linnane