Relate Documents to Accounts & attach Documents to Emails filtering on Accounts

[john.phortse]

I want to relate multiple documents from the Document Module to an Account and then be able to attach these Documents from the Email Module filtering on Accounts.

In Studio, I created a custom field in the document module - account_c (LBL_ACCOUNT) and added it to my EditView, DetailedView, ListView and Basic Search. I then created a relationship in the Accounts Module creating a many-to-many relationship Accounts to Documents. EditView, DetailedView, ListView and Basic Search work fine.

I’m stuck on the modification required to make PopupDocuments.php and PopupDocuments.html to work so I can attach Document from Sugar Documents and filter on Accounts.
In /modules/Emails/PopupDocuments.php I added:

 $account_c = empty($_REQUEST['account_c']) ? '' : $_REQUEST['account_c']; 
  

 $form->assign("ACCOUNT_C", get_select_options_with_id($app_list_strings['account_c'], $account_c)); 
  

In /modules/Emails/PopupDocuments.php I added the account_c dataLabel to filter on and it shows up; however, when I attempted to filter on the account_c field nothing shows up.

<td class="dataLabel" nowrap="nowrap">{MOD.LBL_ACCOUNT}</td>
<td class="dataField" nowrap="nowrap"><input type="text" name="account_c" class="dataField" size="30" value="{ACCOUNT_C}"</td>

I added this line to add the Account_C column to the list; however, the account_c column is not showing up on the list.

<td valign="top" class="{ROW_COLOR}S1" bgcolor="{BG_COLOR}">{DOCUMENT.ACCOUNT_C}</td>

I noticed that when I created the account_c custom field, Studio added it to a new table: documents_cstm.

Any assistance on this issue would be greatly appreciated.

John

SugarCRM version 5.2.0i
Apache version 2.2.11 (Unix)
PHP version 5.2.9
MySQL version 5.0.77-community
Operating system Linux

[john.phortse]

It appears my issue related to /modules/documents/Popup_picker.php.

/modules/emails/PopupDocuments.php on line 45 has require_once('modules/Documents/Popup_picker.php').

Popup_picker.php has the default $where = ''; to generate the listview.

     function _get_where_clause()
    {
        $where = '';
        if(isset($_REQUEST['query']))
        {
            $where_clauses = array();
            append_where_clause($where_clauses, "document_id", "documents.id");
            append_where_clause($where_clauses, "document_name", "documents.document_name");
            append_where_clause($where_clauses, "category_id", "documents.category_id");
            append_where_clause($where_clauses, "subcategory_id", "documents.subcategory_id");
            append_where_clause($where_clauses, "template_type", "documents.template_type");
            append_where_clause($where_clauses, "is_template", "documents.is_template");
 
        
            $where = generate_where_statement($where_clauses);
        }
        return $where;
    } 
  

I guess my question is how to a update the $where = ''; so I can populate the listview with the account.name?

Thanks for the help and support.

John