Links to Leads DetailView in Leads ListView disappear after editing using Field Layou

[karlski]

Sugar ver 4.2.0d Open Source
Apache server - 2.0.54
PHP - 5.1.2
MySQL - 5.0.21
My status: Newbie in Sugar and CRMs

I imported 300 records from a tab separated text file to Leads. My original leads did not have the names of contacts, but because they were required, I used the global names ‘Manager’ and ‘FirstName’ for last name and first name respectively in all my records. I also used some of the existing fields that I didn’t need as repositories of attributes in my original lead file for which fields didn’t exist (e.g. the businesses’ urls were put into ‘other street address’).

The default list view of Leads has the compound name (made up of first name and last name) as the first field. Of course in my case these were ‘FirstName Manager’ – not very useful to my salespeople! So I used the Field Layout Editor to rearrange the order of fields that appear in the Leads/ListView.html file. That worked fine – the listing now showed information which was relevant to my salespeople. However, my problem was that the records in the list had lost the links that enabled the full individual records to be seen.

These links are still available on my Home Page (where they are listed as My Leads) with only the Names and date created showing (the defaults). The names are in blue and clicking on them opens up the whole record in its own page view.

I searched through the excellent manual and the forums, but did not come across any other instance of this problem.

So here are my questions:
How do I recreate the links from my new listing to the whole record?
If the link exists only through the compound name (made up of LEAD.FIRST_NAME and LEAD.LAST_NAME fields), where do I find this field to include in the list?

If I’m asking something very obvious and stupid, then my apologies, but I still want an answer!

[stevec]

The best bet would be to extract the install files to a separate location (don't worry about the install scripts or anything - just the individual files).

Next, edit the file modules/Leads/ListView.html and compare it with your current file. You can either replace your existing one with the one you've just unzipped to get back to how it was- or you can copy the href code to enable the hyperlinking to the detailview and add it to another part or the screen to enable the editing.

Also, did you also remove the 'down arrow' on the left most of each row in the list? As well as bringing up the additional details when you hover over it (which has edit and view icons on the right), it you click on the down arrow, it will jump to the detail view too.

[karlski]

Thanks for the advice. I would first like to try and sort this problem out using the front end before tinkering with files at the back end. The little down arrows at the leftmost end of each line seem to be part of the link formatting - and yes, they disappeared along with the links.

What is the name of the sugar field that forms the compound name? I can’t find it in the listing of fields and labels in the editing toolbox. If I could reinsert it as one the listed fields, maybe it would retain its linked status and give my salespeople access to the full records.

[stevec]

Not sure how easily recoverable the linked, concatenated names are - best restore the original ListView.html file and start again. (back up that ListView.html as you go so you can back up quickly if necessary). All the studio does is edit this file - there are no other files being changed when altering this page so don't worry about messing stuff up but replacing with the original (unless you alter label names)..

[karlski]

Thanks stevec,

Problem Solved!
I chose your simpler solution - unzipping the SugarCRM installation, finding the appropriate Leads ListView.html file and overwriting the modified file on the server. The listing of the leads converted back to what it was before I started to tinker. I can now try again to modify my list view, only this time I'll keep the link to the full record visible.