Proper Capitalization of Lead Data

[OBX]

Does anyone have any tips or pointers on how to programmatically try to scrub data as it's entered for leads. We have people who try to make it quicker to enter data so they just copy and paste and it ends up as all capitalized. But that doesn't work for when we want to export the data. We'd like to try and force it to proper capitalization, like John Smith not JOHN SMITH.

[Angel]

Perhaps the easiest way would be to use a logic hook to apply proper casing on whichever fields require it. Check out the ucwords() PHP function: http://www.php.net/manual/en/function.ucwords.php

[OBX]

Thanks for pointing me in the right direction Angel. I didn't even know of Logic Hooks. Now I'm trying to set up a basic one

 <?php
class Case_class
{
    function Case_method(&$bean, $event, $arguments=null)
    {
        if ($event != 'after_save') return;
        // Insert your custom logic between these comments
                $first_name = ucfirst(strtolower($first_name));
        // Insert your custom logic between these comments
    }
}
?>  

And I've tried before_save, after_save, and process_record none of them seem to edit field. Is it something basic I'm missing?

[Angel]

You need two files, the first is the definition of the hook and the second contains the actual code to be executed.

Here is an example that will proper case the Last Name field of the Contacts module. To use it, create a file named logic_hooks.php with the following content and put it in the <sugar>/custom/modules/Contacts folder (create folder if necessary):

<?php

$hook_version = 1;
$hook_array = Array();
$hook_array['before_save'][] = Array(1, 'ProperTest', 'custom/modules/Contacts/proper_case.php', 'ProperText', 'convertToProper');

?>

Next, create another PHP file with the following contents and name it proper_case.php and place it in the same folder as where logic_hooks exists:

<?php

/*************************************
Project: Sample Hook to Proper Case a Field's Value
Original Dev: Angel Magaña, February 2010
cheleguanaco[at]gmail.com

Desc: Logic Hook Code for Proper Case Update 

The contents of this file are governed by the GNU General Public License (GPL).
A copy of said license is available here: http://www.gnu.org/copyleft/gpl.html
This code is provided AS IS and WITHOUT WARRANTY OF ANY KIND.

*************************************/

class ProperText {

	function convertToProper(&$bean, $event, $arguments) 
	{
		$bean->last_name = ucwords($bean->last_name);
	}

}

?>

That should do it. Add a contact via the Create Contact link and make sure that proper casing is applied to the Last Name field after you save it.

[OBX]

Thank you so much for your help! It works great

Just a note for others, in first set of php change proper_test.php to proper_case.php

And if the information being entered is all upper case make it

 $bean->last_name = ucwords(strtolower($bean->last_name)); 
  

[Angel]

Oops...sorry about that. (proper_test.php)....Thanks for catching that..