Problems understanding auto populate from popus in 5.0f

[flettera]

Hello all,

I'm a newbie, and I'm trying to understand how the auto populate works. We are trying to have the fax number, as well as some other information auto fill from the account when creating contacts. Any guidance on how this actually works would be greatly appreciated I've been searching thorough the forums and the wiki, and have not yet found any information to help me solve my problem.

Thank you!

[heta]

hi flettera,

you can add new fields in,

custom/modules/contacts/editviewdefs.php

check for the account name field,

insert your new fields which u want to populate in additionalFields in displayParams.

this will enable quick search.

to have the values from popup, u need to change the file
include/SugarFields/Fields/Relate/SugarFieldRelate.php (not upgrade safe.)

search for $copy_phone & add new value for ur field:

e.g.

$popup_request_data['field_to_name_array']['phone_fax'] = 'phone_fax';

do quick repair and rebuild.

i hope it helps.

[flettera]

Thanks Heta. I'll give it a try and let you know if it works.

Frank

[flettera]

Thanks for your help. That worked great! Any idea where i go to get the same result when adding a contact through the subpanel? It only seems to work in the full form.

Thanks again!

[flettera]

Here's an oddity...

I have also added the description field to auto populate. It also only works in the full form.

The odd part is that it does NOT work when I select an account from the popup, but it DOES work when i just type a few letters and pick from the list!

Nevermind - Fixed this by adding the field into popupdefs!

Still looking for the 'quickcreate' files to modify to get these fields to copy from within a subpanel, though.