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Thread: How do I customise Create Leads Address field in Comm Ed 5.0.0d?

  1. #1
    jaxlovelock is offline Member
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    Exclamation How do I customise Create Leads Address field in Comm Ed 5.0.0d?

    Hello y'all!

    Really getting into Sugar now - lots of fun, customising my "Create Leads" form and nearly there, just one thing I can't figure out: cutomising the Primary Address field.

    I'm using: Mac OS X Version 10.4.11 with Sugar Community Edition Version 5.0.0d (Build 3235) on Firefox Version 2.0.0.16 and I'm in the good old UK.

    I go into Studio, Leads, Layouts, Editview (I've already customised fields in Leads, Fields and Edit Dropdowns ... all except the Address Field)

    I want to customise the Address field, but after much exploring in the Editing Fields and Layout bits, I notice that you literally just drag and drop Primary Address Street, and that actually contains the Primary Address Street / City / State / Postal Code / Country fields, ie, they're not separate.

    I would like my Primary Address Street to give the following fields:
    Street
    Locality
    City
    County
    Post Code
    Country

    Any help with this would be greatly appreciated because I then need to import my leads data from a CSV file as I need to create a campaign quite urgently ... won't that be nice!

    Thank you lovelies!

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How do I customise Create Leads Address field in Comm Ed 5.0.0d?

    Hi, jaxlovelock

    There are some field templates into include/SugarFields/Fields folder.

    Inside this folder there is the Address folder, which define how should the field address be rendered in the DetailView (DetailView.tpl) and EditView (EditView.tpl).

    You can duplicate this folder with a new name and modify only the necessary to make it works accordingly to your needs.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    jaxlovelock is offline Member
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    Default Re: How do I customise Create Leads Address field in Comm Ed 5.0.0d?

    Thanks Andre

    I don't think I've understood you properly - sorry! Can't find the Sugarfields/Fields Folder you mention - would appreciate step by step instructions on how to find it!

    Thank you.

  4. #4
    jaxlovelock is offline Member
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    Default Re: How do I customise Create Leads Address field in Comm Ed 5.0.0d?

    Ha! Now I think I've discovered why I'm getting so few responses...

    Having passed what I believed to be a 'simple' problem over to my Tech Man, it appears that customising the address field is incredibly complicated and time consuming, and is a problem that crops up elsewhere on Sugar Forums - mainly that Sugar hasn't internationalised their product for some reason.

    This is more than frustrating! I now have to go through thousands of leads and change individual details so that I can import them into Sugar, and even then they won't be in the correct address format for the UK - Sugar was meant to be a quicker, more efficient means of CRM than the clunckie Excel document records, hmmmmm.

    If anyone can tell me any different or knows what the real situation is here I'd love to know ...

  5. #5
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How do I customise Create Leads Address field in Comm Ed 5.0.0d?

    Hi, jaxlovelock

    After duplicating the Address folder (e.g. NewAddress) you can modify the content of the files DetailView.tpl and EditView.tpl to make the field layout like you want.
    After that you edit the custom/modules/Leads/metadata/editviewdefs.php and detailviewdefs.php and modify the attribute
    PHP Code:
              'type' => 'address'
    to
    PHP Code:
              'type' => 'newAddress'
    In the primary_address_street and alt_address_street.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

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