Make Opportunity Name a dropdown

[sgilleland]

How can I make the field "Opportunity Name" a drop down. We have limited opportunities and would like the consistant.

[Angel]

Try this:

1. Define your drop down list via the Drop Down editor in the Admin control panel. For our example, we'll assume you've named it: opp_name_dom

2. Create a PHP file name vardefs.ext.php and put the following code in it:

<?php
$dictionary['Opportunity']['fields']['name']['type']='enum';
$dictionary['Opportunity']['fields']['name']['options']='opp_name_dom';
?>

3. Save the new PHP file to <sugar>/custom/Extension/modules/Opportunities/Ext/Vardefs. If the directory structure does not exist, create it manually, making sure that the web user has permissions to it.

4. Do a Quick Rebuild & Repair on the Opportunities via the Repair option in the Admin control panel.

[sgilleland]

That worked perfect! Thank you VERY much.


Thanks,
Skip

[sgilleland]

that worked except for when you convert a lead and use the checkbox for opportunity......the dropdown doesn't show up there......any ideas?

[Angel]

That makes sense. Two different templates are used for the two various actions, hence the difference you notice.

I'll take a look at it in a few and post later, but as far as I know, there is no upgrade safe way of modifying that template.

[EDIT]

Looks like you'll want to make the edit in:

function getWideFormBody() in the <sugar>/modules/Opportunities/OpportunityFormBase.php file.

Just want to stress that as far as I know, there is no way of doing this in an upgrade-safe manner.

[andopes]

that worked except for when you convert a lead and use the checkbox for opportunity......the dropdown doesn't show up there......any ideas?

You need to modify the function getWideFormBody on modules/Opportunities/OpportunityFormBase.php

Cheers

[rebeccah]

Hi, I'm trying to change the dropdown for opportunity names as well. I was able to create the dropdown and change the code in OpportunityFormBase.php in order to have the dropdown show up when converting a lead to an opportunity. The problem I'm having now is that when it saves, it doesn't save the opportunity name I chose from the dropdown. I get this message when I save the form:

- Used an existing contact - Sample COMPANY
- Used an existing account - Sample Company
- Created a new opportunity -

As you can see, opportunity is blank. So I have to go into that opportunity and choose a name and save it to get it to show up properly. I've been through OpportunityFormBase.php to see where I need to make changes, but I only know some basic PHP so I'm a bit lost. Any help would be much appreciated! Thanks.