A question about customizing the Accounts module.

[spectheintro]

I need to add a whole bunch of custom fields to the Accounts module. (We're talking 30+.) As you can imagine, this makes the DetailView page rather busy. I originally created a custom module for these fields, which each account would link to, but the end-users said they would prefer that everything stay on the Accounts module, and so here I am.

I've got no problem creating and implementing the custom fields, but I'd like a way to make it a bit cleaner. Is there any way to make certain sections of the Accounts display collapsible, or pop-up oriented? Rather than having 30+ ancillary custom fields right on the page, it would be great if there was a +/- button after all of the standard Account info that then expanded into the Ancillary fields, or (even better) an "Ancillaries" link that brought up a pop-up associated with the account, that had all of the Ancillary fields inside of it. I've already customized EditView.html to separate the fields into their own table (titled Ancillaries) but on DisplayView.html it's basically all lumped together.

Can anyone tell me if what I'm trying to do is possible? Thanks.

[andopes]

Hi, spectheintro

We have done some similar for a customer:

Using the $focus you can get all custom field and them values in the accounts module.
You can access this way: $custom_fields = $focus->custom_fields->getAvailableFields();

By a foreach into this array you can access all custom fields and its values.
You could write a dynamic table with all custom fields or studing the DynamicFields module whose generate the custom fields html dynamicly.
We have done it too.

This can be implemented into DetailView and EditView.
You can still define a metadata with the order of fields to show.

Cheers

André Lopes
Lâmpada Global Services
Av. Angelica, 1814 cj. 1502
São Paulo, SP 01228-200
tel1. 55 11 3668-6776
tel2. 55 11 3822-2581
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messenger: andopes@yahoo.com.br
skype: andopes
e-mail: andre@lampadacrm.com.br

I need to add a whole bunch of custom fields to the Accounts module. (We're talking 30+.) As you can imagine, this makes the DetailView page rather busy. I originally created a custom module for these fields, which each account would link to, but the end-users said they would prefer that everything stay on the Accounts module, and so here I am.

I've got no problem creating and implementing the custom fields, but I'd like a way to make it a bit cleaner. Is there any way to make certain sections of the Accounts display collapsible, or pop-up oriented? Rather than having 30+ ancillary custom fields right on the page, it would be great if there was a +/- button after all of the standard Account info that then expanded into the Ancillary fields, or (even better) an "Ancillaries" link that brought up a pop-up associated with the account, that had all of the Ancillary fields inside of it. I've already customized EditView.html to separate the fields into their own table (titled Ancillaries) but on DisplayView.html it's basically all lumped together.

Can anyone tell me if what I'm trying to do is possible? Thanks.

[spectheintro]

Hi, spectheintro

We have done some similar for a customer:

Using the $focus you can get all custom field and them values in the accounts module.
You can access this way: $custom_fields = $focus->custom_fields->getAvailableFields();

By a foreach into this array you can access all custom fields and its values.
You could write a dynamic table with all custom fields or studing the DynamicFields module whose generate the custom fields html dynamicly.
We have done it too.

This can be implemented into DetailView and EditView.
You can still define a metadata with the order of fields to show.

Andre:

Thank you for your response. Would you mind posting an example of the code? I'm having a little bit of trouble visualizing your instructions. Thanks!

[aleksserbia]

Hi,
maybe this will help you.It is very simple.On detail view page try to set a new area with your data , fields , by using a "div" tag and put to page a button i.e. "MORE" ,then assign to it a javascript which will hide\show this data area.
all best
Alex

[spectheintro]

Ok, I'm getting the impression that this is a fairly simple HTML and Javascript fix--my apologies for assuming it needed something more sophisticated. Thank you both for your responses!