Help with showing all Notes in new Subpanel

[Nicci]

Hi, I've just started playing with SugarCRM and I have the following issue. I need a subpanel in Accounts displaying all notes from Accounts, Opportunities, Leads and Cases. Now, I've had no problem creating a new subpanel showing the notes related to the Account, but I'm a bit lost as to where I add the notes for Opportunities, Leads and Cases to the same list. Is there a SQL statement that I can change?

Thanks for any help!

[Nicci]

I hope, the question isn't too complicated or too stupid.

I am running 5.1, if that helps..

[Nicci]

*bump*

Would it help, if I posted this in a different section?

[andopes]

Hi, I've just started playing with SugarCRM and I have the following issue. I need a subpanel in Accounts displaying all notes from Accounts, Opportunities, Leads and Cases. Now, I've had no problem creating a new subpanel showing the notes related to the Account, but I'm a bit lost as to where I add the notes for Opportunities, Leads and Cases to the same list. Is there a SQL statement that I can change?

Thanks for any help!

Hi Nicci

You need to configure your Notes subpanel to get data from a function, inside this function you need to generate a sql query which returns all notes related to the Account, their Opportunities, Contacts and Cases.
Have a look at the modules/Campaigns/metadata/layoutdefs.php to understand how to implement.

Cheers

[Nicci]

Thank you so much for your answer. I went and checked, however, I do not have that layoutdefs.php file in the Campaigns module. I checked the Sugar version again and it seems, it's running 5.2 and not 5.1 in case this changes anything. I'm hesitating to upgrade to the latest alpha version - any idea where I can get that file to look at?

Thanks!

[andopes]

The file is modules/Campaigns/metadata/subpaneldefs.php

[Nicci]

Got you - many thanks!

[jertothejig]

Hi, I've just started playing with SugarCRM and I have the following issue. I need a subpanel in Accounts displaying all notes from Accounts, Opportunities, Leads and Cases. Now, I've had no problem creating a new subpanel showing the notes related to the Account, but I'm a bit lost as to where I add the notes for Opportunities, Leads and Cases to the same list. Is there a SQL statement that I can change?

Thanks for any help!

I appreciate all of the help on this forum. I noticed you were able to get notes to display in the sub panel. How did you do that?

[Nicci]

Yes, I finally got it. I added a new subpanel to the Accounts:

'notes' => array(
'order' => 40,
'module' => 'Notes',
'subpanel_name' => 'ForAccounts',
'sort_order' => 'desc',
'sort_by' => 'date_modified',
'get_subpanel_data' => 'function:get_all_notes',
'add_subpanel_data' => 'note_id',
'title_key' => 'LBL_NOTES_SUBPANEL_TITLE',
'top_buttons' => array(
array('widget_class' => 'SubPanelTopButtonQuickCreate'),
array('widget_class' => 'SubPanelTopSelectButton', 'mode'=>'MultiSelect')
),
),

added the fields (subject, status, parent_type, etc..) and added the function get_all_notes to Account.php which creates the SQL statement to get the notes from Accounts, Opportunities, Leads and Cases.

May not be the most proper way but works like a charm. Thank you, Andopes, again for the tip!

ETA: If you only want to show the Notes from Accounts, this will suffice:

'notes' => array(
'order' => 40,
'module' => 'Notes',
'subpanel_name' => 'ForAccounts',
'sort_order' => 'desc',
'sort_by' => 'date_modified',
'get_subpanel_data' => 'notes',
'add_subpanel_data' => 'note_id',
'title_key' => 'LBL_NOTES_SUBPANEL_TITLE',
'top_buttons' => array(
array('widget_class' => 'SubPanelTopButtonQuickCreate'),
array('widget_class' => 'SubPanelTopSelectButton', 'mode'=>'MultiSelect')
),
),

[balajivfp]

Hi,

I am working on getting all the notes for a particular account. Can you please provide the complete information of what needs to be done.

Thanks