Which form is this and how do I edit it?

[D_M_S]

Which form is this? I thought it was the QuickCreate form but what I see in Studio doesn't look anything like this form. Which form is this?

[salesagility]

It is the quick create form. What does the Studio version look like that's so different?

[D_M_S]

The way the form looks in Studio is shown below. This form most mimics my standard lead edit form but editing this form does nothing to either the QuickCreate or my lead form. Weird huh?

I should also point out that this form was giving me headaches in WIMP and I've only been able to load it in WAMP. In WIMP, it would simply error out as "Failed to retrieve data" and the logs were completely empty. Now the form loads and the error log is still empty.

Any help?

[salesagility]

Sorry D_M_S ... I gave you a bum steer.

This is the quick create form that appears if you create a lead from a subpanel ... ie ... goto Accounts, scroll down to Leads and click Create .... this form dictates that.

Apologies ... never changed it before and like you made 1+1=3

[D_M_S]

OK, good to know.

So, then back to my original question - how do I modify the form that is in the first picture above? I work with comsumers, so I just need to change it from Office Phone to Home Phone but I can't find anywhere that gives me the option to change this form.

[salesagility]

You'll have to edit the language files .... but this is NOT upgrade safe.

You'll find it at modules/leads/language ... it's called en_us.language.php

[CBREGolf]

I'm having the same issue. Quickcreate form in Studio looks like this:



Sidebar form looks like this:



I'd really just like to remove it from my custom module but I figure I should understand it better. I expected changes to the layout would appear automatically after 'Save & Deploy'.

[shamimwilson]

Which form is this? I thought it was the QuickCreate form but what I see in Studio doesn't look anything like this form. Which form is this?

Hi,

If you want to modify the side quick create then go to modules/Leads/metadata
Then copy the sidequickcreatedefs.php
to custom/modules/Leads/Metadata
In this file you can make any changes according to your requirement.

[shamimwilson]

I'm having the same issue. Quickcreate form in Studio looks like this:



Sidebar form looks like this:



I'd really just like to remove it from my custom module but I figure I should understand it better. I expected changes to the layout would appear automatically after 'Save & Deploy'.

To remove the sidequickcreate form
go to custom/modules/Leads/Views/view.sidequickcreate.php

Then add the following lines:

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');

require_once('include/MVC/View/views/view.sidequickcreate.php');

class LeadsViewSidequickcreate extends ViewSidequickcreate {
function display() {
return '';
}
}
?>

Then quick repair and rebuild

Hope this will help you.

[CBREGolf]

I don't seem to have View folders in either of my custom modules. I guess that's the problem. I'm starting to think that I have serious server config issues preventing SugarCRM from writing all of the files it is supposed to.