Linked Fields?

[Rift]

Hi There

I'm am in the middle of adapting sugar to be a replacement for a excel spreadsheet our sales team is currently using. One of my aims of doing this was to keep data entry down to a minimum therefor It would be great to automatically fill in fields based on another field. While I can't see a built in way of doing this I can see an example of this already in the form of the "Sales Stage" and "Probability" fields in the "Opportunities" Module.

I have tried cloning these fields but have been able to duplicate the link between these fields. So was wondering if there was a way of doing this manually either by editing code or the database.

Any help would be appreciated.

Info (Not sure on all the versions but the site works fine)

OS: Debian
Sugar: Version 5.0.0 (Build 3095)
Webserver: Apache
PHP Version: 4 or 5

[kuske]

look at this thread http://www.sugarcrm.com/forums/showt...=related+field

it has the same subject

[Rift]

Thanks for that kuske.

It certainly seems a good place to start although the link refers to changes much more complex than what I had in mind. I should have been more specific from the start. Basically I want to have an integer field that is automatically filled based on a dropdown field selection, Kind of like how the "Sales Stage" and "probability" work now.

[Rift]

In my hunt to track this down I went back to the source and checked through the sugar files for the script that controls the percentage value based on the sales stage. Unfortunately though I have found several files referring to a PROBABILITY_SCRIPT I am unable to actually find the actual script itself....anybody got any idea where I should start looking?

[DragonflyMaster]

In my hunt to track this down I went back to the source and checked through the sugar files for the script that controls the percentage value based on the sales stage. Unfortunately though I have found several files referring to a PROBABILITY_SCRIPT I am unable to actually find the actual script itself....anybody got any idea where I should start looking?

Hi Rift,
here is what I've found:
<sugar-root>/modules/Opportunities/metadata/editviewdefs.php (line 42):

 'javascript' => '{$PROBABILITY_SCRIPT}',

<sugar-root>/modules/Opportunities/views/view.edit.php (line 63):

$probability_script=<<<EOQ
 <script>
 prob_array = $prob_array;
 document.getElementsByName('sales_stage')[0].onchange = function() {
   if(typeof(document.getElementsByName('sales_stage')[0].value) != "undefined" && prob_array[document.getElementsByName('sales_stage')[0].value]) {
	document.getElementsByName('probability')[0].value = prob_array[document.getElementsByName('sales_stage')[0].value];
   } 
  };
 $prePopProb
 </script>
EOQ;
	 
	 $this->ss->assign('PROBABILITY_SCRIPT', $probability_script);

Hope that helps

[Rift]

Sorry for the long delay in reply as my project got sidelined for a while.

Thx a lot DragonflyMaster! I should hopefully be able to hack something together from that!

[Rift]

Due to my near complete lack of experience with JS i seem to be encountering problems

I am trying to create an integer field called deposit that autofills depending on what is selected in the sales stage.

I have created a dropdown called Deposit_autofil (which is essentially a duplicate of the sales_probability_dom
I have created an integer fields called deposit1_c

I have ammended <sugar-root>/modules/Opportunities/views/view.edit.php as follows

require_once('include/MVC/View/views/view.edit.php');

class OpportunitiesViewEdit extends ViewEdit {

        function OpportunitiesViewEdit(){
                parent::ViewEdit();
                $this->useForSubpanel = true;
        }

        function display() {
                global $app_list_strings;
                $json = getJSONobj();
                $Dep_array = $json->encode($app_list_strings['Deposit_autofil']);
                $prob_array = $json->encode($app_list_strings['sales_probability_dom']);
                $prePopProb = '';
                $prePopDep = '';
                if(empty($this->bean->id)) $prePopProb = 'document.getElementsByName(\'sales_stage\')[0].onchange();';
                if(empty($this->bean->id)) $prePopDep = 'document.getElementsByName(\'sales_stage\')[0].onchange();';

$probability_script=<<<EOQ
        <script>
        prob_array = $prob_array;
        document.getElementsByName('sales_stage')[0].onchange = function() {
                        if(typeof(document.getElementsByName('sales_stage')[0].value) != "undefined" && prob_array[document.getElementsByName('sales_stage')$
                                document.getElementsByName('probability')[0].value = prob_array[document.getElementsByName('sales_stage')[0].value];
                        }
                };
        $prePopProb
        </script>
EOQ;

            $this->ss->assign('PROBABILITY_SCRIPT', $probability_script);

$deposit_script=<<<EOQ
        <script>
        dep_array = $Dep_array;
document.getElementsByName('sales_stage')[0].onchange = function() {
                        if(typeof(document.getElementsByName('sales_stage')[0].value) != "undefined" && dep_array[document.getElementsByName('sales_stage')$
                                document.getElementsByName('deposit1_c')[0].value = dep_array[document.getElementsByName('sales_stage')[0].value];
                        }
                };
        $prePopDep
        </script>
EOQ;

            $this->ss->assign('DEPOSIT_SCRIPT', $deposit_script);
                parent::display();
        }
}
?>

And ammended <sugar-root>/modules/Opportunities/metadata/editviewdefs.php like this

$viewdefs['Opportunities']['EditView'] = array(
    'templateMeta' => array('maxColumns' => '2',
                            'widths' => array(
                                            array('label' => '10', 'field' => '30'),
                                            array('label' => '10', 'field' => '30')
                                            ),
    'javascript' => '{$PROBABILITY_SCRIPT}',
    'javascript' => '{$DEPOSIT_SCRIPT}',
),
 'panels' =>array (
  'default' =>
  array (

    array (
      array('name'=>'name', 'displayParams'=>array('required'=>true)),
      'currency_id',
    ),

    array (
      'account_name',
      array( 'name'=>'amount','displayParams'=>array('required'=>true)),
    ),

    array (
      'opportunity_type',
      array('name'=>'date_closed', 'displayParams'=>array('required'=>true)),
    ),

    array (
      'lead_source',
      'next_step',
    ),

    array (
      'campaign_name',
    ),

    array (



        array('name'=>'sales_stage', 'displayParams'=>array('required'=>true)),
    ),

    array (
      'assigned_user_name',
      'probability',
      'deposit1_c',
    ),

       array (
      'description',
    ),
  ),
)


);
?>

Nothing seems to be broken but my field deposit field in the edit view still dosnt autofill.....I imagine its due to some completely obvious idiotic mistake so feel free to mock but any help would be greatly appreciated.

[Rift]

Paging all JS Guru's.....

[Rift]

*batters eyelids* Pretty Please

[enigma]

in your editviewdefs.php

instead of doing:

 'javascript' => '{$PROBABILITY_SCRIPT}',
    'javascript' => '{$DEPOSIT_SCRIPT}', 
  

replace it with:

 'javascript' => '{$PROBABILITY_SCRIPT} {$DEPOSIT_SCRIPT}',