Notes not showing up in History in 6.1

[marclangston]

Problem: Users are unable to see any Notes that they enter in to the Accounts (and other modules) "History" subpanel when using the "Create Note or Attachment" button.

Detail: We've recently upgraded to 6.1 Community Edition from 5.2. I will also note that we are using the 6.1-appropriate version of Security Suite, although that may or may not factor in to this problem.

Previously, users would go to, say, an account, scroll down to the History sub-panel, click the "Create Note or Attachment" button, enter a note, and after closing the note it would show up as part of the list of items in the History sub-panel. That isn't working now (since the upgrade to 6.1). The note will still show up in the summary if they click the "View Summary" button, and I can verify that the note exists in the database. But it isn't showing up where it can easily be viewed in the History list.

This appears to be an issue with the note not containing any "Assigned User" data. When I log in as the admin and look at the History for an account, I can see all the notes but the Assigned User is blank. (See attached screen shot.) I'm thinking that some combination of Sugar/Security Suite is not showing the user his/her note because the rep is only allowed to view something they've entered - and "[no assigned user]" is the same as "some other user who is not you". Furthermore, although I've found an instance where the Notes QuickCreate template seems to be referencing the assigned_user_ID (modules\Notes\tpls\QuickCreate.tpl) there doesn't appear to be a defined assigned_user_ID or assigned_user_name in the Notes definition (e.g., modules\Notes\vardefs.php) - that seems odd. (Then again this may be perfectly normal and I may be looking for the problem in the wrong place.)

Has anybody seen a similar issue? Or do you have a suggestion on how best to customize the code to get the Assigned User field to be populated so that it will show up in the History list? Thanks for any assistance.
marc

[gzl6]

Use full form edit first to temp solving your issue

[gzl6]

Then go admin - studio - notes
edit layout for quickcreate
add user in the form

[avango]

To: marclangston

I got the same issue when I upgraded from 5.1CE to 6.1CE. Also the attachments got no assigned user when I archived email with attachments from Thunderbird to Sugarcrm. But they were working before I upgraded. Did I do anything wrong when I upgraded ? Or this is a bug ? Have you resolved this issue ? Please advise.

[marclangston]

This was bug 42808 (SugarCRM Bug Tracker | Open Source Business & Social CRM - SugarCRM) and was apparently addressed in Sugar release 6.2.2. If you upgrade to that release, you should be all set although I can't confirm absolutely since I have not upgraded past 6.1.0.

If you don't upgrade, the issue is that the Notes quick create does not include an Assigned To field, which means a user is not assigned, which means nobody can see the note if you have profiles set up so that users can only view those items that they own.

To get around this, I created a folder for \custom\modules\Notes\metadata\ and copied the file \modules\Notes\metadata\quickcreatedefs.php into it. Then I added [array ('assigned_user_name',),] to the "panels" array portion of the new file as shown below:

 .
.
'panels' => 
    array (
      'default' => 
      array (
         
        array (
           'contact_name',
           'parent_name',
        ),
//Added this to address bug 42808
        array (
           'assigned_user_name',
        ),
//End of bug 42808 code
        array (
           
        ),
        array (
           
          array (
            'name' => 'name',
            'label' => 'LBL_SUBJECT',
            'displayParams' => 
            array (
              'size' => 100,
              'required' => true,
            ),
          ),
        ),
.
. 
  

That way the assigned user name would be included in the quick create of a Note. This was quite a while ago so I don't remember if there was anything else but I believe that was what ended up addressing the problem.

Good luck.
marc

[avango]

to: marclangston

Thanks for your reply. I did upgrade to 6.2.4 but the problem is still there.

Appreciate your advise.

[capulux]

Same problem here with 6.4.0. We did an upgrade from 5.5.1 to 6.1.0 to 6.2.4 to 6.4.0.
I see all notes/attachments when pressing the "view summary"-button but the notes/attachmets do not show up in the default history view (only emails are shown here).