Results 1 to 6 of 6

Thread: dynamic detail view according to edit view

  1. #1
    rohitk is offline Sugar Community Member
    Join Date
    Mar 2010
    Location
    Poona
    Posts
    84

    Default dynamic detail view according to edit view

    Hey all,


    I'm stuck in an issue where i need to show a particular set of fields depending on the edit view list box(drop down)..

    Eg., product field in edit view of opportunity is selected (product -TV selected)
    then...
    in edit view of accounts there should be fields like (screen size, type,etc)

    and if other product is selected then its corresponding fields should be shown in accounts field.

    Now i am considering here accounts module could be custom moodule also.

    Can anyone please help me out here?

    Thanks in advance.
    Rohit

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: dynamic detail view according to edit view

    Hi Rohit

    There are some issues at your needs.
    As per CRM paradigm, one Account may have one or more Opportunities, so you may face the scenario where Accounts must deal with several different Products at once.
    Are you confortable about that?

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    rohitk is offline Sugar Community Member
    Join Date
    Mar 2010
    Location
    Poona
    Posts
    84

    Default Re: dynamic detail view according to edit view

    Hello Andopes....

    thanks for quick reply.

    And yes my accounts->opportunity will be 0ne-to-many relationship but not at the same time. if another product needs to be assigned then another opportunity will be created for the same account.
    So, is it feasible ? can it be done ?

    Thank you for your time and advice.

    Rohit

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: dynamic detail view according to edit view

    Hi Rohit

    At some time a specific Account will have 4 Opportunities assigned to its, right? Each one created at a different day, but all of them will be assigned to the same Account, correct?

    Question:
    Do you want to let Account render the product based fields for all related Opportunities or only for the last created one?

    Regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  5. #5
    rohitk is offline Sugar Community Member
    Join Date
    Mar 2010
    Location
    Poona
    Posts
    84

    Default Re: dynamic detail view according to edit view

    Only the lastly created one.

  6. #6
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: dynamic detail view according to edit view

    So you have to:
    Create an extended vardefs and add into it the same Product field you created on Opportunities, but this field must have the attribute 'source' => 'non-db',
    Create a custom controller for Accounts and implement the function action_editview where you will populate this field according to value on respective field at last created Opportunity;
    Install DevToolKit and configure the plugin DynamiPanel the way you can display/hide the product specific panel (containing a bundle of fields) depending on value at same field on Account.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. How do I put edit view data in detail view link
    By spyro187 in forum Developer Help
    Replies: 1
    Last Post: 2011-10-19, 04:57 PM
  2. Replies: 2
    Last Post: 2011-02-04, 01:40 PM
  3. Set default values from detail view to edit view
    By pravin.agham in forum Help
    Replies: 1
    Last Post: 2010-12-09, 09:33 AM
  4. Replies: 1
    Last Post: 2009-09-21, 09:47 PM
  5. Replies: 13
    Last Post: 2007-10-04, 05:53 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •