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Thread: Need some Integration advice, help!

  1. #1
    JWO112 is offline Sugar Community Member
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    Default Need some Integration advice, help!

    Hello all,
    Currently wrapping up a fairly complex customized version of Sugar 5.0.0a. Having the following problem; we've set it up to integrate with our proprietary backend and different Sales Stages on an Opportunity are associated with different triggers from our application. That works perfectly, however, when a Sugar user goes to upgrade a Sales Stage from within Sugar the corresponding Sales Probability does not update. This Sales Probability field doesn't appear to be a drop down, but I imagine somewhere in Sugar I have to define the relationship between the Stages and the Probabilities; anyone know where I go about doing that?
    Thanks in advance,
    -Justin

    Win XP
    Sugar 5.0.0a
    LAMP Stack

  2. #2
    psdavec is offline Sugar Community Member
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    Question Re: Need some Integration advice, help!

    I am also seeing this problem. I prior versions the Sales Probability was linked to the Stage, but is now independent. The 'probability' field under 'Opportunity - fields' is an Integer field, whereas before it was a Dropdown. I found the "old" Dropdown field 'sales_probability_dom' but it doesn't seem to be used anywhere.
    Was this a deliberate change to the system? If I use the Dropdown will it auto link to the 'probability' field? We put in a lot of work setting up the probability in the old system so really don't want to have to go through it all again.

  3. #3
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: Need some Integration advice, help!

    You can use "logic hooks" as kind of trigger - see sugarcrm wikifro details of logic hooks.
    So a logic hook "before_save" can calculate the probability according to the sales_stage just before the values are written into the database.

    hk

  4. #4
    JWO112 is offline Sugar Community Member
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    Default Re: Need some Integration advice, help!

    Figured it out, or at least this worked for us:
    /modules/Opportunities/metadata/editviewdefs.php has a javascript in there.. Change the prob_array so the values in there match the *value* part of the array in sales_stage_dom (as defined in /include/language/en_us.lang.php).

    Do that and you should be good to go!

    -Justin

  5. #5
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: Need some Integration advice, help!

    Fine just another way but a good idea. Thanks.

    hk

  6. #6
    psdavec is offline Sugar Community Member
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    Default Re: Need some Integration advice, help!

    Hi Kuske,
    What was your fix for this?

  7. #7
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: Need some Integration advice, help!

    I made a logic hook in the custom/module/opportunities directory.
    This logic hook makes some plausi checks to the entered data and corrects them.
    So e.g. the probability can be made dependent on the sales_stage or some other detail information.
    If sales_stage ist won, 100% is set, if it is los, 0% is a.s.o

    On the other hand we have a lot of statistic filled which are set in this hook.

    hk

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