How to set default value and help text for stock fields?

[maxlui]

How do I set the default value and Help Text of a out of the box / stock field say in the Accounts module?

Is there a reference guide to show me how to customize OOB fields in the existing modules in general?


version 5.5.1 CE

[chinwoei]

How do I set the default value and Help Text of a out of the box / stock field say in the Accounts module?

Is there a reference guide to show me how to customize OOB fields in the existing modules in general?


version 5.5.1 CE

Hi,

you may build a install package that include all your OOB fields customizations and install it to your instance.
Here is a simple tutorial to teach how to customize SugarCRM OOB fields.

Hope it answer your question.

[datasponge]

Hi,

you may build a install package that include all your OOB fields customizations and install it to your instance.
Here is a simple tutorial to teach how to customize SugarCRM OOB fields.

Hope it answer your question.

Chinwoei,

Why do you build an install package rather than creating an extension in place? Is there an advantage I don't know about?

If you're going to install this on several systems an install package is better. But for a single system I would just create the file in place to define the default value and help text.

Here is my file <sugarroot>/custom/Extension/modules/Accounts/Ext/Vardefs/custom.php that changes the country fields to dropdowns:

 <?php
  $dictionary['Account']['fields']['billing_address_country']['type'] = 'enum';
  $dictionary['Account']['fields']['billing_address_country']['options'] = 'countries_dom';
  $dictionary['Account']['fields']['shipping_address_country']['type'] = 'enum';
  $dictionary['Account']['fields']['shipping_address_country']['options'] = 'countries_dom';
?>  

You can do the same thing to set the default and help values for a field something like:

 <?php
  $dictionary['Account']['fields']['billing_address_country']['help'] = 'This is the country for the billing address';
  $dictionary['Account']['fields']['billing_address_country']['default'] = 'U.S.A.';
?>  

Just add the file and do a Quick Repair and Rebuild. If it doesn't do what you want, delete or rename the file something other than .php and repair again and it will restore it the way it was while you sort out the problems.

If there is an advantage to the install package let me know, but a single extension file seems simpler.

Phil

[chinwoei]

Chinwoei,

Why do you build an install package rather than creating an extension in place? Is there an advantage I don't know about?

If you're going to install this on several systems an install package is better. But for a single system I would just create the file in place to define the default value and help text.

Here is my file <sugarroot>/custom/Extension/modules/Accounts/Ext/Vardefs/custom.php that changes the country fields to dropdowns:

 <?php
  $dictionary['Account']['fields']['billing_address_country']['type'] = 'enum';
  $dictionary['Account']['fields']['billing_address_country']['options'] = 'countries_dom';
  $dictionary['Account']['fields']['shipping_address_country']['type'] = 'enum';
  $dictionary['Account']['fields']['shipping_address_country']['options'] = 'countries_dom';
?>  

You can do the same thing to set the default and help values for a field something like:

 <?php
  $dictionary['Account']['fields']['billing_address_country']['help'] = 'This is the country for the billing address';
  $dictionary['Account']['fields']['billing_address_country']['default'] = 'U.S.A.';
?>  

Just add the file and do a Quick Repair and Rebuild. If it doesn't do what you want, delete or rename the file something other than .php and repair again and it will restore it the way it was while you sort out the problems.

If there is an advantage to the install package let me know, but a single extension file seems simpler.

Phil

Hi Phil,

no different between the both methods that we mention above.
The only different, does the poster have the permission to login into the server.
If yes, your method will be the faster and easier way to deploy (I am using the same method that you suggest).

[datasponge]

Hi Phil,

no different between the both methods that we mention above.
The only different, does the poster have the permission to login into the server.
If yes, your method will be the faster and easier way to deploy (I am using the same method that you suggest).

Ah! A hosted server. I get it.

I guess I just live a sheltered existence. I maintain my own server and do whatever I want so I don't need to worry about such things

Thanks for the explanation.

Phil