See users in notes list

[mikepalmer2403]

Hi all,

I want to be able to see the user who modified/created a note from the list view. When I add it in the Studio tool it shows as a long number instead of the user name???

I'm sure this is something simple but cannot work it out myself.

Thanks


Mike

[datasponge]

Hi Mike,

You need to define a relationhip in vardefs.php for the module where it is displayed so that it knows to use the field as a link to the other module table.

Do a search for vardefs.php in the Forum. It only returns a handfull of threads and they have all the info on editting vardefs.

Phil
========
I probably made that more difficult than it should be. Did you use a relate field type? The modified_user_id field exists in my database, but it is not available in my list of fields for notes, so I'm not sure what you did to get there.

Anyway, if you added it, it must be available to you in Studio. Make sure it is a relate field, not a text field. A relate field will show the user_name from the matching record in the related table. A text field will show the id (key) field.

If the options are not available in Studio, THEN you'll need to look into vardefs.

Phil

[datasponge]

Let's make this even simpler.

Under Notes Layouts in Studio edit the Listview and you will see two fields you can add that both have a label of "Modified By". Look at the field name at the bottom of the widget you drag into place and you will also see the field name.

The one with the field name "modified_user_id" will show the id value (what you're seeing).

The one with the field name "modified_user_name" will show the users name.


I suspect you dragged "modified_user_id" into the List view.

Phil

[mikepalmer2403]

Hi Phil,

I dont have the "modified_user_name" in my list????

Any idea why not

Thanks

[andopes]

Hi, mikepalmer2403

You can add the non db field modified_user_name into custom vardefs of the Notes.

Cheers.

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[datasponge]

Now we're back to vardefs. On your server go to your SugarCRM home folder, then into the subfolder modules/Notes

Edit the file vardefs.php Always make a backup of any file before you save any changes.

I have not modified this file since my install (version 5.0.0b) and I have this field definition in the file. If you don't have it, find the similar field definition for 'modified_by_id' and insert these lines after it.

     'modified_by_name' =>
  array (
    'name' => 'modified_by_name',
    'vname' => 'LBL_MODIFIED_BY',
    'type' => 'relate',
    'reportable'=>false,
    'source'=>'non-db',
    'table' => 'users',
    'id_name' => 'modified_user_id',
    'module'=>'Users',
    'duplicate_merge'=>'disabled'
  ), 
  

If you do have it, then there is something else going on.

I only see the modified_by_name field in the Listview layout. I don't see it in the Details layout. I'm not sure why, but make sure your looking in the Listview for an apples to apples comparison to what I'm seeing.

If you make changes to vardefs.php, make sure to clear the vardefs cache under Admin->Repair, otherwise you won't see the changes in the Admin screens.

Phil