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Thread: Populating fields based upon user input

  1. #1
    bnelson is offline Junior Member
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    Default Populating fields based upon user input

    We are looking for input on how to automatically populate a field based upon user input.

    Here is an example of what we would like to do:

    > In the Opportunity module (creating a new Opportunity), User A enters an Account Name
    >We would like the Assigned To: field automatically populated with the corresponding sales person that is linked with the account

    So, Customer 1 is associated with Salesperson1 > Customer 1 is selected by employee entering a new Opportunity > Assigned To; field is filled in automatically so there is no need for the employee entering the opportunity to choose a salesperson.

    Our employee(s) entering the new opportunities do not necessarily know which salesperson is linked to a particular account (and really don't care , and this is the reason we would like to automatically populate this field and generate the opportunity to the correct salesperson.

    I know we are making this more complex than it really is, so any input would really be appreciated.
    Last edited by bnelson; 2006-10-27 at 10:49 PM.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Populating fields based upon user input

    It is certainly possible.

    One idea would be to retrieve the corresponding sales person name retrieved into a hidden field when the account selection is made. You can then capture that within the Assigned To: drop down.

    This could get a bit tricky though, as you actually need the ID value of that sales person's user name, not their actual name.

    Hope that gives you some ideas...
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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