Opportunity name as dropdown list

[nasserff]

Hi


Is it possible to make Opportunity Name as drop down list?

Or this is not a recommend way of doing it?



Thank you

[andopes]

Hi, nasserff

It is possible in both 5.0 and older versions of SugarCRM, but the implementation in 5.0 is easier.
Let me know the version you are using and I can help you.

Best regards.

[nasserff]

Dear andopes,

It is nice to hear from you once again.

I'm using SugarCE-5.0.0c

Many thanks in advance


Feras Nasser

[susiewilliams]

Hi nasseriff,

To answer your question of whether it's recommended or not recommended to do this, I would ask you how many opportunitites you think you'll have in the system.

From a user interface standpoint, dropdown lists work best if you have a small set of choices to choose from. If you have a larger set of records, it's tedious to have to scroll through the list; in that case, using a search from is a better approach.

So think about how much data you're going to have to scroll through, then make your design decision based on that.

[andopes]

Hi, nasserff

Susie is right.

If you have a lot of opportunities, I mean, 50 or more a dropdown list is not a good idea.
But if you have just a couple than you could use the controller.php to define the content of the dropdown and the view.edit.php to display it into layout.

Cheers

[nasserff]

Dear susiewilliams and andopes,


Thanks for passing by , and regarding the number of opportunity in our case is approximately 5 to 10, so from what you are saying it will work fine, this is great .

I hope if you can direct me to a thread that shows how to do those changes.

Many thanks for this support it is really appreciated


Feras

[clint]

I did this a couple months back by creating a new custom field called opp_name_c of type dropdown and replacing the name field in the edit view.

To make this change work everywhere, I did the following:

• created a custom logic hook for Opportunities that set the name field equal to the opp_name_c field. This meant I didn't have to change the name field everywhere like in the detail view, list view, subpanels and tracker.
• I did have to modify two files that aren't upgrade safe yet. I needed to modify the quick create form in the Opportunities list view and the form used in Convert Lead. Those files were:
  
  • modules/Opportunities/metdata/sidecreateviewdefs.php
  • modules/Opportunities/OpportunityFormBase.php

[andopes]

[*]I did have to modify two files that aren't upgrade safe yet. I needed to modify the quick create form in the Opportunities list view and the form used in Convert Lead. Those files were:

• modules/Opportunities/metdata/sidecreateviewdefs.php
• modules/Opportunities/OpportunityFormBase.php

Hi, clint.

It is a good implementation!
Do you know when these file will be upgrade safe?

Best regards.

[nasserff]

Hi,


That it is wonderful, for sure I will try to follow your lead and try to implement it, and I will get back to you as soon as I do it.


However, is it possible to find a source/document that shows how SugarCRM works from a functionally prospective (such as how logical flow of the CRM), to be honest I'm new to SugarCRM but I find it difficult to capture the big picture of it. It might be my fault not spending so much time searching for it, but the information should be pointed out and to be clear as the sun to an extend without technical information overload. I did some reviews for the documentation (not in depth)but it is not easy to understand.

In conclusion, it is difficult for me to customize SugarCRM without understanding how it works together in general.


Finally, I would like to thank all who invented this wonderful platform and the supporting team for it.



Feras Nasser

[clint]

For a functional overview of SugarCRM, I suggest
reading through the Online Library in the Sugar University.

For a technical overview of SugarCRM, I suggest reading through the Getting Started page in the Sugar Developer Zone.