Help needed to update "sales stage"

[swaroops1]

Hi,

Help is desperately needed to update "sales stage"(sales_stage_dom) from the call module (EditView)i.e, from the subpanel after close is pressed. I have added a Drop Down in the Call (EditView) but stuck where to place the code. The main idea is to update sales stage after each activity if any..

whether this can be achieved from Logic Hooks ? ? ?

Please do provide your feedback at the earliest..

Thanks for reading this... ! ! !

Hope Sugar Developers and Community Help !

[salesagility]

A logic hook would be the way to go ..

[swaroops1]

Thanks for swift reply salesagility.

Can you please tell in detail how can I achieve this. What would be the code and where to place it would really be a very great help...

I have used the same sales_stage_dom for the dropdown which is appearing, but I am confused how to handle it...

Awaiting ....

Thanks ..

[shailendra001]

Hi ,

try something like this


in custom/modules/Calls/logic_hooks.php

<?php
$hook_version = 1;
$hook_array = Array();

$hook_array['before_save'] = Array();
$hook_array['before_save'][] = Array(
0,
'UpdateSalesStage',
'custom/modules/Calls/UpdateSalesStage.php',
'UpdateSalesStage',
'UpdateSalesStage'
);
?>

and in custom/modules/Calls/UpdateSalesStage.php

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
require_once('data/SugarBean.php');

class UpdateSalesStage {

function UpdateSalesStage(&$bean, $event, $arguments)
{

// Only for old records of calls module where status is held
if(!empty($bean->fetched_row['id']) && $bean->status=='Held')
{

// code to modify slaes stage of opportunity module when status is Held

require_once('modules/Opportunities/Opportunity.php');

$obj = new Opportunity();
$obj->sales_stage = $bean->sales_stage_c;
$obj->assigned_user_id = $bean->assigned_user_id;
$obj->id = $bean->parent_id;
$obj->save();



}

}
}



?>

Have fun

Shailendra

[swaroops1]

Hi Shailendra,

Thanks you for your kind reply. Will check this out and I will be back with the results..

Once Again thanks for the help extended..

[swaroops1]

Hi Shailendra,

Worked like a charm with no addition or deletion..

Thanks a million.. I was stuck with this whole day where to start.. you made my day...