Opportunities History Subpanel

[vmartinezfoima]

I would like to edit the Opportunities History Subpanel (I want to change "Date Modified" for "Due Date"). How can I do it?
In the "Studio" developer tool I was not able to find the Opportunities History Subpanel.
Thank you.

[andopes]

Create an extended layoutdefs for Opportunities (custom/Extension/modules/Opportunities/Ext/Layoutdefs/layoutdefs.ext.php);
Create the folders and file if they don´t exist;
Add into layoutdefs.ext.php a code like that:

 <?php
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['meetings']['subpanel_name'] = 'OpportunityForHistory';
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['tasks']['subpanel_name'] = 'OpportunityForHistory';
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['calls']['subpanel_name'] = 'OpportunityForHistory';
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['notes']['subpanel_name'] = 'OpportunityForHistory';
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['emails']['subpanel_name'] = 'OpportunityForHistory';
?>  

Create the files
modules/Meetings/metadata/subpnales/OpportunityForHistory.php
modules/Tasks/metadata/subpnales/OpportunityForHistory.php
modules/Calls/metadata/subpnales/OpportunityForHistory.php
modules/Notes/metadata/subpnales/OpportunityForHistory.php
modules/Emails/metadata/subpnales/OpportunityForHistory.php

containing the desired change.

Go to Admin -> Repair -> Rebuild Extensions.

Cheers

[vmartinezfoima]

Thank you for your quick reply. The problem is that I work with Sugar on demand, I don't have this software installed in my computer. Can I do thi as Administrator user?

[salesagility]

Even though it's on-demand, you still have access to the source code. Speak to your hosting provider about the tools available to do this.

[jcandan]

I've just recently switched to SugarCRM Pro On-Site. I'm an intermediate PHP dev. I have a couple clarification questions, if you don't mind.

vmartinezfoima wanted to exchange "Date Modified" for "Due Date", How is it that the code here would do that?

 $layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['meetings']['subpanel_name'] = 'OpportunityForHistory';
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['tasks']['subpanel_name'] = 'OpportunityForHistory';
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['calls']['subpanel_name'] = 'OpportunityForHistory';
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['notes']['subpanel_name'] = 'OpportunityForHistory';
$layout_defs['Opportunities']['subpanel_setup']['history']['collection_list']['emails']['subpanel_name'] = 'OpportunityForHistory'; 
  

How can I do the same for the Accounts Module?

Thanks

[jcandan]

ok, so, i followed your instructions above, modifying it a little to work within Accounts. However, i still do not see History listed under Accounts -> Subpanels in the Studio. Please review the steps below and verify i've done it correctly, or let me know what i did wrong and how to correct it.

In the existing file, custom/modules/Accounts/Ext/Layoutdefs/layoutdefs.ext.php, i inserted the following code:

 $layout_defs['Accounts']['subpanel_setup']['history']['collection_list']['meetings']['subpanel_name'] = 'AccountForHistory'; 
$layout_defs['Accounts']['subpanel_setup']['history']['collection_list']['tasks']['subpanel_name'] = 'AccountForHistory'; 
$layout_defs['Accounts']['subpanel_setup']['history']['collection_list']['calls']['subpanel_name'] = 'AccountForHistory'; 
$layout_defs['Accounts']['subpanel_setup']['history']['collection_list']['notes']['subpanel_name'] = 'AccountForHistory'; 
$layout_defs['Accounts']['subpanel_setup']['history']['collection_list']['emails']['subpanel_name'] = 'AccountForHistory'; 
  

I then created the 5 blank php files listed below:

Create the files
modules/Meetings/metadata/subpnales/OpportunityForHistory.php
modules/Tasks/metadata/subpnales/OpportunityForHistory.php
modules/Calls/metadata/subpnales/OpportunityForHistory.php
modules/Notes/metadata/subpnales/OpportunityForHistory.php
modules/Emails/metadata/subpnales/OpportunityForHistory.php

containing the desired change.

Notice:
I did not understand what you meant by "containing the desired change."


i then went into Admin -> Repair -> Quick Repair and Rebuild, as this was the only option that listed Extensions in it's description.

Notice:
I did not see the actual option to Rebuild Extensions within the Admin -> Repair

Go to Admin -> Repair -> Rebuild Extensions.

After this, i went into the Studio and did not see History listed under Accounts -> Subpanels. I also noticed that the layoutdefs.ext.php file erased my changes as it is an auto-generated file.

Thanks so much for your help, i look forward to any replies related to this issue.

[Andrii Taran]

Create the files
modules/Meetings/metadata/subpnales/OpportunityForHistory.php
modules/Tasks/metadata/subpnales/OpportunityForHistory.php
modules/Calls/metadata/subpnales/OpportunityForHistory.php
modules/Notes/metadata/subpnales/OpportunityForHistory.php
modules/Emails/metadata/subpnales/OpportunityForHistory.php

containing the desired change.

It looks like that the name of files should be not OpportunityForHistory.php In your case it should be - AccountForHistory.php