Global custom field

[fredlee]

Thanks for a fantastic application.

Running SugarCRM Open Source Version 4.5.1e (Build 1049).

Is it possible to create "global custom fields"?
I have created three custom fields in the Account module called "Assign to project 1 [-3]" to allow us to filter accounts on our three different projects.

I would like add this data to the Contacts, Opportunites and Leads modules so that in each module I can see which project the Contact, Opp, Lead belong to. Only editable in the Accounts module.

Regards,
Fredrik

[batoski]

Thanks for a fantastic application.

Running SugarCRM Open Source Version 4.5.1e (Build 1049).

Is it possible to create "global custom fields"?
I have created three custom fields in the Account module called "Assign to project 1 [-3]" to allow us to filter accounts on our three different projects.

I would like add this data to the Contacts, Opportunites and Leads modules so that in each module I can see which project the Contact, Opp, Lead belong to. Only editable in the Accounts module.

Regards,
Fredrik

Hello,
I have the same problem, did you find a way to resolve it ?

[MatR]

Hi fredlee,

Did you thought using subpanels to do this? They create a relationship with your projects.

[kuske]

One simple idea, which is upgradable:

1. Define the global custom field in each module it is needed with same definitions.

2. For each module write a so called logic_hook, to load the values of the global field afer each database retrieve.
Take care that the 3 modules have different module/class names, eg. OpportunitiesVerify, LeadsVerify and ContactsVerify,

Example: global field key_account_c, set in accounts, used in opportunities:

file custom/modules/Opportunities/logic_hooks.php:

 <?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
 
$hook_version = 1;
$hook_array = Array();
// position, file, function
$hook_array['after_retrieve'] = Array();
$hook_array['after_retrieve'][] = Array(1, 'OpportunitiesVerify', 'custom/modules/Opportunities/OpportunitiesVerify.php','OpportunitiesVerify', 'MyCheckValues');
?>  

file custom/modules/Opportunities/OpportunitiesVerify.php:

 <?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
 
class OpportunitiesVerify {
      function MyCheckValues(& $focus, $event, $arguments){
// ---------------------------------------------------------------------------------------------
         if($event=="after_retrieve"){
// ---------------------------------------------------------------------------------------------
            $db = & PearDatabase::getInstance();
            $query = "SELECT key_account_c, region_c FROM accounts_cstm WHERE id_c='$focus->account_id';";
            $result = $db->query($query, true,"Error fetching key_account_c: ");
            $row = $db->fetchByAssoc($result);
            if($row != null) {
              $focus->key_account_c = $row['key_account_c'];
            }
            $GLOBALS['log']->DEBUG("KA:".$focus->key_account_c);
         }
// ---------------------------------------------------------------------------------------------
//       end if logic hook is after_retrieve
// ---------------------------------------------------------------------------------------------
      }
//end class OpportunitiesVerify.php
}
?>  

In WIKIpages you get more information to logic_hooks.

3. Add the new field to the DetailViews of the 3 modules.



best regards
hk

[claudius139]

Is there a way to do the same thing with a module created with the new module builder???