Need a sugar hero

[manthos]

Good evening.

Sorry for my bad gammatical english i hope you people understand.

Well my isue is this one:

I work in a insurance company, we knew about sugar 3 months ago we want to implement this software to our bussines, in fact we have a small bussines, this program its asome but i we want make sugar more dinamic for example in the image you can see the fields wee want to apear automaticaly, i had search in the forums and they talk about a javascript, unfortunally i'm Industrial Engieneer and i dont know nothing about doint programs, can anyone help me pleasee!!

I almost forgot i found a code in molues/notes/note.php i tried to modify it but every time i put te name of my modules sugar crashes, my custom fields are in notes_sctm and contacts_sctm my fields are called pruebaa for notes and prueba for contacts, can anyone help me in the code too ?? MY EMAIL ITS sipofv@yahoo.com.mx

For yout atencion thank you very much

[Angel]

No entiendo muy bien lo que desea hacer o modificar. Podria darnos una explicacion en Español?

[andopes]

Good evening.

Sorry for my bad gammatical english i hope you people understand.

Well my isue is this one:

I work in a insurance company, we knew about sugar 3 months ago we want to implement this software to our bussines, in fact we have a small bussines, this program its asome but i we want make sugar more dinamic for example in the image you can see the fields wee want to apear automaticaly, i had search in the forums and they talk about a javascript, unfortunally i'm Industrial Engieneer and i dont know nothing about doint programs, can anyone help me pleasee!!

I almost forgot i found a code in molues/notes/note.php i tried to modify it but every time i put te name of my modules sugar crashes, my custom fields are in notes_sctm and contacts_sctm my fields are called pruebaa for notes and prueba for contacts, can anyone help me in the code too ?? MY EMAIL ITS sipofv@yahoo.com.mx

For yout atencion thank you very much

Hi manthos

It seems you are trying to copy the custom field "Prueba" from Contacts to new Note, been created.
You need some sugar skills to accomplish that, because you need to create a new pseudo module inherited from Notes.
Inside this pseudo module you have to add into attribute "additional_column_fields" the custom field you want. Then you need to update the History subpanel under Contacts to retrieve data from this pseudo module, rather than default Notes.

Cheers

[manthos]

Bueno basicamente como se ve en la imagen el campo Nombre aparece completo en el subpanel Historial en el campo de contacto, basicamente lo que quiero es que los caracteres capturados en el campo Prueba de la ficha de contacto se copien en el subpanel historial en el campo creado llamado Pruebaa, por lo que leí tengo que hacer un serie de movimientos con dar de alta mis campos como un submodulo, pero el problemilla es que no se como se podría hacer.

Si no me entienden mmm intentare explicarlo mas explicitamente, ha se me olvidaba los campos creados estan en las tablas contacts_sctm y notes_sctm, digo tablas porque asi las veo por medio de mysql y por lo que acabo de leer todavia no son modulos o no estan dados de alta como tales.

Y si es asi, me podrian dar una ayuda en como darlos de alta??

[Angel]

Ya entiendo mejor, gracias.

Como explica Andre, ese tipo de personalizacion es un poco complicado.

La unica manera mas o menos facil que yo he usado para algo similar en el pasado es modificar el archivo:

SugarWidgetSubPanelTopButtonQuickCreate.php

Ahi puede agregar los campos adicionales que desea copiar. El unico problema es que aun que es facil la modificacion, no se rinde bien para actualizaciones de Sugar, ya que uno estaria modificando el codigo base del sistema.

[manthos]

Muchas gracias... creo que voy a guardar el archivos base .php para que despues que se valla a hacer una actulización solo sustituyo el original, mmm lo que me queda de pendiente es.. si hago eso podria llegar a afectar la funcionalidad de sugar??

[manthos]

y se me olvidaba, mmm no cree que se pueda hacer con un javascript?? porque segun esto el javascript solo se ejecutara en la paguína del usuario y no se llevará acabo el proceso en el servidor, por lo cualo creo que sería mas sencillo asi, no?

[Angel]

No lo creo (afectar la funcionalidad). Lo unico que hace ese archivo es copiar los datos de un modulo al otro cuando uno presiona el boton para crear un nuevo registro.

No he visto ningun problem en el sistema donde lo aplique.

Con respeto a javascript, no creo que lo podria hacer en esa manera, pero no estoy seguro. Me imagino que si hay manera, seria mas complicada.

[manthos]

He estado buscando como modificarlo, y la verdad estoy un poco perdido, para empezar a que tengo que hacer referencia?? se que es a los campos que ya cree pero en las tablas del sql vienen como notes_sctm y contacts_sctm, me podrian ayudar en saber en donde estan de alta los campos creados?? y como los podria dar de alta para saber a que puedo hacer referencia?? poruqe el codigo php modificado segun yo es el siguiente:

 <?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
require_once('include/generic/SugarWidgets/SugarWidgetSubPanelTopButton.php');
 
class SugarWidgetSubPanelTopButtonQuickCreate extends SugarWidgetSubPanelTopButton
{
    
    function &_get_form($defines, $additionalFormFields = null)
    {
        global $app_strings;
        global $currentModule;
    
        // Create the additional form fields with real values if they were not passed in
        if(empty($additionalFormFields) && $this->additional_form_fields)
        {
            foreach($this->additional_form_fields as $key=>$value)
            {
                if(!empty($defines['focus']->$value))
                {
                    $additionalFormFields[$key] = $defines['focus']->$value;
                }
                else
                {
                    $additionalFormFields[$key] = '';
                }
            }
        }
        
        if(!empty($this->module))
        {
            $defines['child_module_name'] = $this->module;
        }
        else
        {
            $defines['child_module_name'] = $defines['module'];
        }
 
        $defines['parent_bean_name'] = get_class( $defines['focus']);
 
        $form = 'form' . $defines['child_module_name'];
        $button = '<form onsubmit="return SUGAR.subpanelUtils.sendAndRetrieve(this.id, \'subpanel_' . strtolower($defines['child_module_name']) . '\', \'' . addslashes($app_strings['LBL_LOADING']) . '\', \'' . strtolower($defines['child_module_name']) . '\');" action="index.php" method="post" name="form" id="form' . $form . "\">\n";
 
        //module_button is used to override the value of module name
        $button .= "<input type='hidden' name='target_module' value='".$defines['child_module_name']."'>\n";
        $button .= "<input type='hidden' name='".strtolower($defines['parent_bean_name'])."_id' value='".$defines['focus']->id."'>\n";
 
        if(isset($defines['focus']->name))
        {
            $button .= "<input type='hidden' name='".strtolower($defines['parent_bean_name'])."_name' value='".$defines['focus']->name."'>";
        }
        if(!empty($defines['view']))
        $button .= '<input type="hidden" name="target_view" value="'. $defines['view'] . '" />';
        $button .= '<input type="hidden" name="to_pdf" value="true" />';
        $button .= '<input type="hidden" name="tpl" value="QuickCreate.tpl" />';
        $button .= '<input type="hidden" name="return_module" value="' . $currentModule . "\" />\n";
        $button .= '<input type="hidden" name="return_action" value="' . $defines['action'] . "\" />\n";
        $button .= '<input type="hidden" name="return_id" value="' . $defines['focus']->id . "\" />\n";
         
        // TODO: move this out and get $additionalFormFields working properly
        if(empty($additionalFormFields['parent_type']))
        {
            if($defines['focus']->object_name=='Contact') {
                $additionalFormFields['parent_type'] = 'Accounts';
            }
            else {
                $additionalFormFields['parent_type'] = $defines['focus']->module_dir;
            }
        }
        if(empty($additionalFormFields['parent_name']))
        {
            if($defines['focus']->object_name=='Contact') {
                $additionalFormFields['parent_name'] = $defines['focus']->account_name;
                $additionalFormFields['account_name'] = $defines['focus']->account_name;
            }
            else {
                $additionalFormFields['parent_name'] = $defines['focus']->name;
            }
        }
        if(empty($additionalFormFields['parent_name']))
        {
            if($defines['focus']->object_name=='Poliza') {
                $additionalFormFields['poliza'] = $defines['focus']->poliza;
                $additionalFormFields['poliza'] = $defines['focus']->poliza;
            }
            else {
                $additionalFormFields['parent_name'] = $defines['focus']->poliza;
            }
        }
        if(empty($additionalFormFields['parent_id']))
        {
            if($defines['focus']->object_name=='Contact') {
                $additionalFormFields['parent_id'] = $defines['focus']->account_id;
                $additionalFormFields['account_id'] = $defines['focus']->account_id;
            }
            else {
                $additionalFormFields['parent_id'] = $defines['focus']->id;
            }
        }
 
        if(strtolower($defines['child_module_name']) =='contracts') {
            //set variables to account name, or parent account name
            if(strtolower($defines['parent_bean_name']) == 'account' ){
                //if account is parent bean, then get focus id/focus name                
                if(isset($defines['focus']->id))$additionalFormFields['account_id'] = $defines['focus']->id;
                if(isset($defines['focus']->id))$additionalFormFields['notes_sct_id'] = $defines['focus']->id;
                if(isset($defines['focus']->name))$additionalFormFields['account_name'] = $defines['focus']->name;
                if(isset($defines['focus']->name))$additionalFormFields['poliza'] = $defines['focus']->poliza;
            }elseif(strtolower($defines['parent_bean_name']) == 'quote' ){
                //if quote is parent bean, then get billing_account_id/billing_account_name                
                if(isset($defines['focus']->billing_account_id))$additionalFormFields['account_id'] = $defines['focus']->billing_account_id;
                if(isset($defines['focus']->billing_account_name))$additionalFormFields['account_name'] = $defines['focus']->billing_account_name;
            }else{
                if(isset($defines['focus']->account_id))$additionalFormFields['account_id'] = $defines['focus']->account_id;
                if(isset($defines['focus']->account_name))$additionalFormFields['account_name'] = $defines['focus']->account_name;
            }            
        }
 
        $button .= '<input type="hidden" name="action" value="SubpanelCreates" />' . "\n";
        $button .= '<input type="hidden" name="module" value="Home" />' . "\n";
        $button .= '<input type="hidden" name="target_action" value="EditView" />' . "\n";
        
        // fill in additional form fields for all but action
        foreach($additionalFormFields as $key => $value)
        {
            if($key != 'action')
            {
                $button .= '<input type="hidden" name="' . $key . '" value=\'' . $value . '\' />' . "\n";
            }
        }
 
        return $button;
    }
}
?>  

Alguna ayuda??