Notes not linking to Contact

[NSNDev]

Hello,

I am running two instances of Sugar (on two seperate servers), one is working the other not. The issue is when I attempt to create a new note from the History subpanel within the Contacts module, it's not linking to the contact and so consequently isn't displayed in the History subpanel.

Interstingly enough, on the working version I noticed that when I create a new note a field called Contact with 'Select' and 'Clear' buttons is visible and already pre-populated with the corresponding contact. On the instance that's not working, this field is not even there.

I am running the latest release of Sugar Community Edition version 5.2.0f on Windows 2003 using the mySQL database. I've made a few customizations but nothing to radical, primarily only what can be done from within the Studio and a few edits to the custom\modules\Contacts\language\en_us.lang.php to change the displayed name on a couple subpanels.

Thanks in advance for any assistance with this issue

[kinshibuya]

Hi!
What your error_log says when you create the record?
Can you find the relationship on the database?

[NSNDev]

After some additional troubleshooting I have found the root of the problem but still can't figure out the cause. Looking in the 'Notes' table the 'contact_id' is null. Manually entering in the correct contact ID make the record appear in the coresponding Contact's subpanel as expected.

The only 'error_log' file I could find was in the \sugarcrm-5.2.0a\apache2\logs folder and had no relevant clues, only some certificate mismatch type errors (e.g. [warn] RSA server certificate CommonName (CN) `YOUR' does NOT match server name!?)

So the question remains, why doesn't the 'Create Note or Attachment' function assign the 'contact_id' (or 'account_id' if called within the 'Accounts' module) to the newly created 'Notes' record?
Thoughts anyone?

[andopes]

Hello,

I am running two instances of Sugar (on two seperate servers), one is working the other not. The issue is when I attempt to create a new note from the History subpanel within the Contacts module, it's not linking to the contact and so consequently isn't displayed in the History subpanel.

Interstingly enough, on the working version I noticed that when I create a new note a field called Contact with 'Select' and 'Clear' buttons is visible and already pre-populated with the corresponding contact. On the instance that's not working, this field is not even there.

I am running the latest release of Sugar Community Edition version 5.2.0f on Windows 2003 using the mySQL database. I've made a few customizations but nothing to radical, primarily only what can be done from within the Studio and a few edits to the custom\modules\Contacts\language\en_us.lang.php to change the displayed name on a couple subpanels.

Thanks in advance for any assistance with this issue

Check if the file custom/modules/Notes/metadata/editviewdefs.php exists.
Let us know its content.

Cheers

[mboudro]

Check if the file custom/modules/Notes/metadata/editviewdefs.php exists.
Let us know its content.

Cheers

Ironically, I am running into the exact same situation. I have two instances running on the same server with practically no customizations besides some extra fields. Within one of the instances, notes are not relating to Contacts as described by the OP; I have tested and confirmed that they work with Accounts. I took a look at the editviewdefs.php file as described above; I am a PHP programmer and from what I can understand, this is a custom definition file for the structure of the Notes "Edit View". I do not see any related field for the Contact Relationship.

I decided to check out the editviewdefs.php of the other instance that is confirmed working properly; oddly enough, the "custom/modules/Notes/" doesn't exist at all in the working instance. These two were both installed at the same time and have been upgraded to the same version consistently. They run on the same server and access the same database.

Andopes, what is the next step to troubleshoot this problem?

Thanks

[mboudro]

Ironically, I am running into the exact same situation. I have two instances running on the same server with practically no customizations besides some extra fields. Within one of the instances, notes are not relating to Contacts as described by the OP; I have tested and confirmed that they work with Accounts. I took a look at the editviewdefs.php file as described above; I am a PHP programmer and from what I can understand, this is a custom definition file for the structure of the Notes "Edit View". I do not see any related field for the Contact Relationship.

I decided to check out the editviewdefs.php of the other instance that is confirmed working properly; oddly enough, the "custom/modules/Notes/" doesn't exist at all in the working instance. These two were both installed at the same time and have been upgraded to the same version consistently. They run on the same server and access the same database.

Andopes, what is the next step to troubleshoot this problem?

Thanks

After continuing my investigation, I find that the Contact field had been removed from the Notes section of the Edit View within Sugar Studio. I am the administrator of these Sugar Instances and never removed any fields from the Notes section within studio.

Therefore I added the Contact field back into the Edit View, confirmed that the field now appears in the "editvardefs.php" file, and yet it still does not show when trying to add a new note. Additionally, I renamed the editviewdefs.php file and deleted the original, and it still does not appear.

[mboudro]

After continuing my investigation, I find that the Contact field had been removed from the Notes section of the Edit View within Sugar Studio. I am the administrator of these Sugar Instances and never removed any fields from the Notes section within studio.

Therefore I added the Contact field back into the Edit View, confirmed that the field now appears in the "editvardefs.php" file, and yet it still does not show when trying to add a new contact.Additionally, I renamed the editviewdefs.php file and deleted the original, and it still does not appear.

Well I have solved the problem, albeit possibly temporarily. I deleted both the editviewdefs.php and the quickcreatedefs.php file, and the contact field once again appears within both the quick create and full form Note section.

My question is, how was this changed from the beginning? As previously stated, I am the sole administrator of these sugar instances and never removed/changed any field within the studio.

Hopefully this will help the OP and any others with this particular problem.