Note Fields

[lmiller]

The company I work for is getting started with this program, and we're tying to organize the best we can. We have a LOT of inconsistency in the note subject field, so to get rid of that, I took out the subject field, and made a dropdown box with all of the subjects that we need. The problem with this, is that when you are on an account, you still see the old subject field, not the new one. On the activities page, you see the list view that I made, but how do I edit the list view under history on the account screen? And then with the notes, when you get rid of the subject, there is no link to go to the note. Do I need to make it to where whatever that dropdown box is, automatically fills in the subject field? If that IS the best solution, how do I do this?

[Angel]

A better solution would be to use a vardefs.ext.php file to modify the behavior of the default Subject field to be that of a dropdown list. That would give you the functionality you are looking for and eliminate the problem of the subject not being visible in other areas of the application and so forth.

[lmiller]

How exactly would I do this? Does it require going into my server, and editing the file type there? Taking the current note subject file, and then replacing it with the file for a dropdown box, with the exact same name, so it is read as the correct file?

[datasponge]

Create a new file under <sugarroot>/custom/Extension/modules/Notes/Ext/Vardefs with whatever name you like (e.g. custom.php) with something like the following content:

<?php
$dictionary['Note']['fields']['name']['type'] = 'enum',
$dictionary['Note']['fields']['name']['options'] = 'note_subject_dom',
?>

Use the dropdown name you created in place of 'note_subject_dom'

Do a Quick Repair and Rebuild and you should now have a dropdown.

Note that the inconsistent values you created will not show up in the field if they don't match an element in the dropdown list, so you should probably clean up the actual values.

Phil

[lmiller]

Thanks! I'm going to give this a try and see how it goes.

[lmiller]

before I uploaded anything at all, I did a quick repair and rebuild on the notes section, and this is what it said on the screen, and what has now replaced my notes section


Parse error: syntax error, unexpected ',' in /home/ewsseo/public_html/custom/modules/Notes/Ext/Vardefs/vardefs.ext.php on line 5

why is this?

[Angel]

You have a syntax error.

Post the contents of the file in question and that will likely help us answer your query.

[lmiller]

The folder isn't in my directory right now, what should I have there? I checked the directory, and once I got to extensions/modules there was no note folder, why is that?

[lmiller]

If I create a directory, what should my file contain? What should I have inside the file vardefs.ext.php in the directory
/home/ewsseo/public_html/custom/modules/Notes/Ext/Vardefs/

[lmiller]

Sorry for so many posts, I found the file and this is what it says in it


<?php

if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');

/************************************************** *******************************

* SugarCRM is a customer relationship management program developed by

* SugarCRM, Inc. Copyright (C) 2004 - 2007 SugarCRM Inc.

*

* This program is free software; you can redistribute it and/or modify it under

* the terms of the GNU General Public License version 3 as published by the

* Free Software Foundation with the addition of the following permission added

* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK

* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY

* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.

*

* This program is distributed in the hope that it will be useful, but WITHOUT

* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS

* FOR A PARTICULAR PURPOSE. See the GNU General Public License for more

* details.

*

* You should have received a copy of the GNU General Public License along with

* this program; if not, see http://www.gnu.org/licenses or write to the Free

* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA

* 02110-1301 USA.

*

* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,

* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.

*

* The interactive user interfaces in modified source and object code versions

* of this program must display Appropriate Legal Notices, as required under

* Section 5 of the GNU General Public License version 3.

*

* In accordance with Section 7(b) of the GNU General Public License version 3,

* these Appropriate Legal Notices must retain the display of the "Powered by

* SugarCRM" logo. If the display of the logo is not reasonably feasible for

* technical reasons, the Appropriate Legal Notices must display the words

* "Powered by SugarCRM".

************************************************** ******************************/



if (strpos(strtolower($GLOBALS['app']->controller->action), 'repair') === false )

$dictionary['FieldsMetaData']['fields']['ext4']['type'] = 'code';

?>