How do I add New Record Type to Quick Create?

[rellianceus]

I have added a new module like Contacts. How do I add this new record type to the Quick Create pop up?

Thanks in advance for your help!!

[rellianceus]

I have added a new module like Contacts. How do I add this new record type to the Quick Create pop up?

Thanks in advance for your help!!

Just giving a bump here. Hope someone can help me. Thanks!

[anna]

Just giving a bump here. Hope someone can help me. Thanks!

I'm not sure what QuickCreate you are talking about ... the little form on the left-hand side (under Shortcuts) or the inline create form within a subpanel?

I haven't done too much with either one, but I may be able to point you to the files you need to take a look at:
The form on the lhs seems to be generated through Forms.php under your directory by calling the function get_new_record_form(). Check any existing module for an example, and hopefully you'll be able to go from there.

The inline create is generated by $YourModuleQuickCreate.php and a smarty template under $yourModule/tpls. Check the Contacts module for an example.

Hope this helps

[rellianceus]

I'm not sure what QuickCreate you are talking about ... the little form on the left-hand side (under Shortcuts) or the inline create form within a subpanel?

I haven't done too much with either one, but I may be able to point you to the files you need to take a look at:
The form on the lhs seems to be generated through Forms.php under your directory by calling the function get_new_record_form(). Check any existing module for an example, and hopefully you'll be able to go from there.

The inline create is generated by $YourModuleQuickCreate.php and a smarty template under $yourModule/tpls. Check the Contacts module for an example.

Hope this helps

I am referring to the small pop-up when trying to associate an email to a record. It can be accessed by selecting the 'Quick Create' link under the 'Related to' column.

Thanks so much for your effort to help me!!

[anna]

I am referring to the small pop-up when trying to associate an email to a record. It can be accessed by selecting the 'Quick Create' link under the 'Related to' column.

Thanks so much for your effort to help me!!

I'm still not sure what you are referring to exactly
I went to 'Compose Email' and I see a dropdown of modules that determine what popup to use. Is that where you are trying to add your new module??

If so, the list of the selectable modules resides in the global variable $app_list_strings under the key 'record_type_display', so you need to add an entry there for your new module.
If you are using module loader to install the new module, include sth like this in you mod_app_strings.php
$app_list_strings['record_type_display']['Examples'] = 'Example';

You also need to have your module enabled for popups ... this requires Popup.php and metadata/popupdefs.php to be present in your custom module. Just check any existing modules for an example.

Hope this helps

[rellianceus]

Go to Emails: My Inbox. There, the user is presented with a list of inbound emails. the columns for this list are; Subject, Contacts, Related to, Reply, Status, Date and Sent.

The 'Related to' column is populated with a (hat looks like a java) link thats is titled 'Quick Create'. This allows the user to quickly associate an email to: Cases, Leads, Contacts, Bugs or Tasks. I want to add another module record type this this list of options.

Thanks again!

[anna]

Go to Emails: My Inbox. There, the user is presented with a list of inbound emails. the columns for this list are; Subject, Contacts, Related to, Reply, Status, Date and Sent.

The 'Related to' column is populated with a (hat looks like a java) link thats is titled 'Quick Create'. This allows the user to quickly associate an email to: Cases, Leads, Contacts, Bugs or Tasks. I want to add another module record type this this list of options.

Thanks again!

I don't have emailing set up yet, so it took me a bit to understand what you are trying to do. I haven't tried it myself, but I think I can point you in the right direction:
There is a quickCreateForm function in Email.php which creates the popup box. The javascript part is done in Email.js, function quick_create_overlib. It looks like you would just need to add the appropriate entry for your new module there, and it will take you to the EditView of it. Just take a look at the function and you should be able to figure out the syntax.
Hope this helps