How do I change the 'create' button to go direct to a 'Full Form'?

[jspencer]

Is there a way to remove the 'quick create' subpanel short form 'create' button and go direct to the full form? I have made additional fields required for several of the modules and if our user tries to use the quick form it doesn't let them save it. I considered hacking the short form to include the extra fields, but I tried this a bit ago and it never worked.

Instead of changing several modules subpanel areas, I was thinking it may be quicker to just send them direct to the full form. I searched (both on here and through the source php/html files in the modules) and didn't see an easy way to do it. Any suggestions?

[john30043]

You need to override the layoutdef for the relationship at /custom/Extension/modules/YourModule/Ext/LayoutDefs/yourObj.php (mileage may vary)
and redefine your layout button with
'top_buttons' => array(
array('widget_class' => 'SubPanelTopCreateButton'),
array('widget_class' => 'SubPanelTopSelectButton', 'mode'=>'MultiSelect')
),

use 'SubPanelTopCreateButton' instead of quick create.

[jspencer]

The modules in question are internal ones (accounts, contacts, etc). I didn't quite follow your suggestion, is that the only file I would need to edit to change the "Create" button to "Full Form" so that the page will not show the quick create form?

For example, what I want is when a user is looking at an account and ready to create a contact, that instead of a "Create" button there is ONLY a "Full Form" button.

Not that I expect you to take it this far (I'm happy with the button change for now), but in my opinion the best solution would be to simply show the entire editview for the desired object (contact, call, meeting, etc) as the quickcreate form and eliminate the need for the Full Form button. I also suggest this happen automatically without me needing to edit the quickcreate php files (etc) as I edit modules in the studio :-)

Thanks for your help,

[andopes]

Hi, Jay.

You can do that editing the custom metadata modules:

custom/modules/YourModule/Ext/Layoutdefs/layoutdefs.ext.php

In case of Opportunities, put this lines inside the file custom/modules/Opportunities/Ext/Layoutdefs/layoutdefs.ext.php:

 <?php
foreach($layout_defs['Opportunities']['subpanel_setup']['contacts']['top_buttons'] as $id => $defs) {
    if($defs['widget_class'] == 'SubPanelTopCreateAccountNameButton') {
        $layout_defs['Opportunities']['subpanel_setup']['contacts']['top_buttons'][$id]['widget_class'] = 'SubPanelTopCreateButton';
    }
}
?>  

Do it for every module you want to modify their subpanels.
This is an upgrade safe customization.

Cheers.

--
André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
cel. 55 11 7636-5859
e-mail: info@lampadacrm.com.br

[jspencer]

Ok, I just gave it a try and it didn't seem to change anything. The module worked the same as before.

I then tried to move it to custom/modules/Contacts/Ext/Layoutdefs with the hopes of redefining the 'Schedule Call' button. I changed the text as seemed appropriate (for example to $layout_defs['Contacts']['subpanel_setup']['activities']['top_buttons'] and 'SubPanelTopCreateAccountNameButton' to 'SubPanelTopScheduleCallButton') and that just broke the page.

I then looked in my generic/SugarWidgets folder and didn't see a SugarWidgetSubPanelTopCreateButton.php file. Should there be one? Was this hack for v4.5.1h (Build 1104)?

Thanks,

[andopes]

Ok, I just gave it a try and it didn't seem to change anything. The module worked the same as before.

I then tried to move it to custom/modules/Contacts/Ext/Layoutdefs with the hopes of redefining the 'Schedule Call' button. I changed the text as seemed appropriate (for example to $layout_defs['Contacts']['subpanel_setup']['activities']['top_buttons'] and 'SubPanelTopCreateAccountNameButton' to 'SubPanelTopScheduleCallButton') and that just broke the page.

I then looked in my generic/SugarWidgets folder and didn't see a SugarWidgetSubPanelTopCreateButton.php file. Should there be one? Was this hack for v4.5.1h (Build 1104)?

Thanks,

Hi, Jay.

Schedule Call has a different behavior. You can't redefine it this way. You must edit the modules/Calls/tpl/QuickCreate.tpl

And add some code to redirect to FullForm.

We have did it for a customer.

Cheers

--
André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
cel. 55 11 7636-5859
e-mail: info@lampadacrm.com.br

[HMayes]

I'd like to do this to, but with the project task quick create. I created a file called layoutdefs.ext.php and added this to it;

<?php
foreach($layout_defs['Project']['subpanel_setup']['projecttask']['top_buttons'] as $id => $defs) {
if($defs['widget_class'] == 'SubPanelTopCreateProjectTaskButton') {
$layout_defs['Project']['subpanel_setup']['projecttask']['top_buttons'][$id]['widget_class'] = 'SubPanelTopCreateButton';
}
}
?>

Also, in /custom/Extension/modules/Project/Ext/Layoutdefs/:

the file ProjectProjectTaskdefault.php only contains:

<?php
//auto-generated file DO NOT EDIT
$layout_defs['Project']['subpanel_setup']['projecttask']['override_subpanel_name'] = 'Projectdefault';
?>

do I need to do something in here, too?

[ftloop]

Schedule Call has a different behavior. You can't redefine it this way. You must edit the modules/Calls/tpl/QuickCreate.tpl

And add some code to redirect to FullForm.

We have did it for a customer.

Do you have an example of the code to handle the redirect?

thanks

tom

[JVWay]

For anybody looking for the answer to this question look at http://www.sugarcrm.com/forums/showthread.php?t=36530

What the Andopes meant in this thread is what he has in the thread I reference above. If you do what's in the current thread it will get overritten. Instead you create the layoutdefs.ext.php in the path I list here. Then when you rebuild Extensions it will write the changes into the file noted in the quote below.

Just create the file custom/Extension/modules/<ModuleName>/Ext/Layoutdefs/layoutdefs.ext.php
For example, I wanted to get rid of the quick create form and just go to full form but also leave the ability to select opportunities manually. So I created a layoutdefs.ext.php in Contacts folder in the above mentioned path. Then rebuilt extensions. Got what I wanted.

Much thanks to Andopes

<?php
$layout_defs["Contacts"]["subpanel_setup"]["opportunities"]["top_buttons"] = array(
  array('widget_class' => 'SubPanelTopCreateButton'),
  array('widget_class' => 'SubPanelTopSelectButton', 'mode'=>'MultiSelect'),
  );

?>

Hi, Jay.

You can do that editing the custom metadata modules:

custom/modules/YourModule/Ext/Layoutdefs/layoutdefs.ext.php

In case of Opportunities, put this lines inside the file custom/modules/Opportunities/Ext/Layoutdefs/layoutdefs.ext.php:

 <?php
foreach($layout_defs['Opportunities']['subpanel_setup']['contacts']['top_buttons'] as $id => $defs) {
    if($defs['widget_class'] == 'SubPanelTopCreateAccountNameButton') {
        $layout_defs['Opportunities']['subpanel_setup']['contacts']['top_buttons'][$id]['widget_class'] = 'SubPanelTopCreateButton';
    }
}
?>  

Do it for every module you want to modify their subpanels.
This is an upgrade safe customization.

Cheers.

--
André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
cel. 55 11 7636-5859
e-mail: info@lampadacrm.com.br

[Nomi13ok]

Thanks john30043

It worked for me. Thank You everybody you saved my hours

Cheers

Nouman Naseer
www.rolustech.com