Relate field for users? (like "Assiigned To")

[nfriedly]

I'm in Studio trying to add a field to the Contacts module for who the Appointment Setter is. All of the appointment setters are users in sugar, so I would like it to preform the same as the Assigned To field for selecting a user. The closest thing to this that I can find is the Relate field, but it doesn't seem to have an option for users.

Any ideas on how I could do this?

I'm on Sugar 5.0.0e

[Angel]

Try updating the ext2 column to "Users" for the corresponding record in fields_meta_data (assuming you added the field as "relate")

[nfriedly]

Hey, sorry for the delay, That got me part of the way there. If I click the Select button I get a list of all users and I can choose one.

But, if I just start typing, the autocomplete only shows "No Mach" no matter what I type.
And then, because of the autocomplete doesn't work, I can't save if I typed in the persons name. (But I can if I click Select and then click their name.)

Any ideas here?

Thanks for your help so far!

here is the results of some further research:

the ajax post data by a working User field:
data={"\u006d\u0065\u0074\u0068\u006f\u0064":"\u0067\u0065\u0074\u005f\u0075\u0073\u0065\u0072\u005f\u0061\u0072\u0072\u0061\u0079","\u0066\u0069\u0065\u006c\u0064\u005f\u006c\u0069\u0073\u0074":["\u0075\u0073\u0065\u0072\u005f\u006e\u0061\u006d\u0065","\u0069\u0064"],"\u0070\u006f\u0070\u0075\u006c\u0061\u0074\u0065\u005f\u006c\u0069\u0073\u0074":["\u0061\u0073\u0073\u0069\u0067\u006e\u0065\u0064\u005f\u0075\u0073\u0065\u0072\u005f\u006e\u0061\u006d\u0065","\u0061\u0073\u0073\u0069\u0067\u006e\u0065\u0064\u005f\u0075\u0073\u0065\u0072\u005f\u0069\u0064"],"\u0072\u0065\u0071\u0075\u0069\u0072\u0065\u0064\u005f\u006c\u0069\u0073\u0074":["\u0061\u0073\u0073\u0069\u0067\u006e\u0065\u0064\u005f\u0075\u0073\u0065\u0072\u005f\u0069\u0064"],"\u0063\u006f\u006e\u0064\u0069\u0074\u0069\u006f\u006e\u0073":[{"\u006e\u0061\u006d\u0065":"\u0075\u0073\u0065\u0072\u005f\u006e\u0061\u006d\u0065","\u006f\u0070":"\u006c\u0069\u006b\u0065\u005f\u0063\u0075\u0073\u0074\u006f\u006d","\u0065\u006e\u0064":"\u0025","\u0076\u0061\u006c\u0075\u0065":"\u0022\u005c\u0075\u0030\u0030\u0036\u0035\u0022"}],"\u006c\u0069\u006d\u0069\u0074":"\u0033\u0030","\u006e\u006f\u005f\u006d\u0061\u0074\u0063\u0068\u005f\u0074\u0065\u0078\u0074":"\u004e\u006f\u0020\u004d\u0061\u0074\u0063\u0068"}&module=Home&action=quicksearchQuery&to_pdf=1

the ajax post data sent by a non-working Appointment Setter field:
data={"\u006d\u0065\u0074\u0068\u006f\u0064":"\u0071\u0075\u0065\u0072\u0079","\u006d\u006f\u0064\u0075\u006c\u0065\u0073":["\u0041\u0063\u0063\u006f\u0075\u006e\u0074\u0073"],"\u0067\u0072\u006f\u0075\u0070":"\u006f\u0072","\u0066\u0069\u0065\u006c\u0064\u005f\u006c\u0069\u0073\u0074":["\u006e\u0061\u006d\u0065","\u0069\u0064"],"\u0070\u006f\u0070\u0075\u006c\u0061\u0074\u0065\u005f\u006c\u0069\u0073\u0074":["\u0061\u0070\u0070\u006f\u0069\u006e\u0074\u006d\u0065\u006e\u0074\u005f\u0073\u0065\u0074\u0074\u0065\u0072\u005f\u0063","\u0061\u0063\u0063\u006f\u0075\u006e\u0074\u005f\u0069\u0064\u005f\u0063"],"\u0072\u0065\u0071\u0075\u0069\u0072\u0065\u0064\u005f\u006c\u0069\u0073\u0074":["\u0061\u0063\u0063\u006f\u0075\u006e\u0074\u005f\u0069\u0064\u005f\u0063"],"\u0063\u006f\u006e\u0064\u0069\u0074\u0069\u006f\u006e\u0073":[{"\u006e\u0061\u006d\u0065":"\u006e\u0061\u006d\u0065","\u006f\u0070":"\u006c\u0069\u006b\u0065\u005f\u0063\u0075\u0073\u0074\u006f\u006d","\u0065\u006e\u0064":"\u0025","\u0076\u0061\u006c\u0075\u0065":"\u0022\u005c\u0075\u0030\u0030\u0032\u0030\u005c\u0075\u0030\u0030\u0036\u0035\u0022"}],"\u006f\u0072\u0064\u0065\u0072":"\u006e\u0061\u006d\u0065","\u006c\u0069\u006d\u0069\u0074":"\u0033\u0030","\u006e\u006f\u005f\u006d\u0061\u0074\u0063\u0068\u005f\u0074\u0065\u0078\u0074":"\u004e\u006f\u0020\u004d\u0061\u0074\u0063\u0068"}&module=Home&action=quicksearchQuery&to_pdf=1

the data object for the working User field:
method = get_user_array
field_list = user_name,id
- 0 = user_name
- 1 = id
populate_list = assigned_user_name,assigned_user_id
- 0 = assigned_user_name
- 1 = assigned_user_id
required_list = assigned_user_id
- 0 = assigned_user_id
conditions = [object Object]
- 0 = [object Object]
- - name = user_name
- - op = like_custom
- - end = %
- - value = e
limit = 30
no_match_text = No Match

the data object for the non-working Appointment Setter field:
method = query
modules = Accounts
- 0 = Accounts
group = or
field_list = name,id
- 0 = name
- 1 = id
populate_list = appointment_setter_c,account_id_c
- 0 = appointment_setter_c
- 1 = account_id_c
required_list = account_id_c
- 0 = account_id_c
conditions = [object Object]
- 0 = [object Object]
- - name = name
- - op = like_custom
- - end = %
- - value = " e"
order = name
limit = 30
no_match_text = No Match

I added quotes around the value=" e" in the broken one to show that there's a space in front of it.

Also, the good one has "user_name" in the field list and in the conditions while the broken one has "name" in the same places. Think that's the problem?

[nfriedly]

For anyone still looking, I think I may have found an answer:

http://www.sugarcrm.com/wiki/index.p...users_dropdown

I'll test and edit this post when I have time.

[eosterberg]

Were you able to get this working in 5.0?
I'm running Version 5.0.0f (Build 3338) and the link referenced didn't seem to work for me. I couldn't locate the files to patch.

[nfriedly]

well, I got pulled off the project before I ever got to it. So no, I didn't get it working; but that was not due to technical reasons.

[jtan]

For anyone still looking, I think I may have found an answer:

http://www.sugarcrm.com/wiki/index.p...users_dropdown

I'll test and edit this post when I have time.

it does not work with sugrcrm 5.0, think for sugarcrm 5.0, u can find in QuickSearch (include/QuickSearchDefaults.php)

[kuske]

In this Post, a pdf, describing how to do the job in 5.0.0 is referenced.
http://www.sugarcrm.com/forums/showp...87&postcount=3

[saradhinc]

I use Sugar 5.0 CE and I could create a field similar to Assigned to and the Ajax thing also works fine. You can do this from Studio itself and below are the steps:

1. Go to Admin -> Drop Down editor (under Developer Tools)
2. Find the dropdown with the name "record_type_display" and edit it.
3. You will see that the "Users" entry is not there by default. Add the Item Name as "Users" and Display Label as "Users".
4. Save it.
5. Now you need to go to the Studio, select the module where you want to add to field.
6. Select Fields and Add Field
7. The data type will be "Relate", enter all the information asked and choose module as "Users".
8. Save it.
9. Add this field in the layouts you require and you are done.

[moonliver]

This is not working for 5.2.0. It appears that after you select "relate" it shows a list of modules, which does not include Users.

Anyone come up with a resolution to this?

I use Sugar 5.0 CE and I could create a field similar to Assigned to and the Ajax thing also works fine. You can do this from Studio itself and below are the steps:

1. Go to Admin -> Drop Down editor (under Developer Tools)
2. Find the dropdown with the name "record_type_display" and edit it.
3. You will see that the "Users" entry is not there by default. Add the Item Name as "Users" and Display Label as "Users".
4. Save it.
5. Now you need to go to the Studio, select the module where you want to add to field.
6. Select Fields and Add Field
7. The data type will be "Relate", enter all the information asked and choose module as "Users".
8. Save it.
9. Add this field in the layouts you require and you are done.