Some layout customizations (need help)

[Monkeyman]

I am customizing SugarCRM to me needs and stuck a little, since I am quite new to the system. Can you please help me with these 3 things:

1. Move search form to the bottom and make it prettier.

I found how to remove Advanced Search tab, but wasn't able to find how to move search form to the bottom of the page. I know, I should put something in customized view file, but what exactly?

Also I would LOVE to make search form more prettier and accurate. I want to make it look like list panel (add header and border):



2. Remove empty line from Detail View

No idea why, but in Detail View you always have stupid empty line at the bottom:



How can I remove that? Looks kinda ugly and lame.

3. Remove extra tabs from the bottom of Detail View.

I need only Sales tab, but there are tons of them at the bottom of Account page, for example:



Any way to leave only chosen tabs? Right now I only need Sales, that's all.

[andopes]

Hi MonkeyMan

The first requirement is pretty non-viable, once the search form needs to generate a query string to then render the list view data grid. It is possible and upgrade safe but it will take so much time. How important is that for your business?
The second requirement: you can remove empty line from studio;
The third requirement: you can remove some subpanel tabs through Admin -> Configure Group Tabs, but the tab "All" is always rendered and removing that definitely is non-upgrade safe.

Cheers

[Monkeyman]

Hi MonkeyMan
The first requirement is pretty non-viable, once the search form needs to generate a query string to then render the list view data grid. It is possible and upgrade safe but it will take so much time. How important is that for your business?

Guess, you were talking about moving search form to bottom. This is not very important if layout of the form can be modified. Where should I look at to make search form look like list panel?

The second requirement: you can remove empty line from studio;

Can you be more specific? There's NO empty line given in my layout, I checked it right when I saw the empty line.

For example, if I create a new panel and just add a new field, it doesn't generate extra line, however I'll have (filter) field beside. But If I expand the added field to the whole row width (to get rid of (filter) field), I'll end up with extra line. Looks more like a bug to me.

The third requirement: you can remove some subpanel tabs through Admin -> Configure Group Tabs, but the tab "All" is always rendered and removing that definitely is non-upgrade safe.

Great! That really helped and now I got no tabs - only 4 panels: Activities, History, Opportunities, Member Organizations. Still I want leave only one - Opportunities. Can you tell me, where can I remove the rest ones?

That's OK for me about upgrade safe, since I'm commenting, not removing lines. I just want my CRM be simple, accurate and clear.

[andopes]

Regarding the first requirement, you need to create a custom view.list.php and override the method listViewProcess()

The default function:

      function listViewProcess(){
        $this->processSearchForm();
        $this->lv->searchColumns = $this->searchForm->searchColumns;
        
        if(!$this->headers)
            return;
        if(empty($_REQUEST['search_form_only']) || $_REQUEST['search_form_only'] == false){
            $this->lv->setup($this->seed, 'include/ListView/ListViewGeneric.tpl', $this->where, $this->params);
            $savedSearchName = empty($_REQUEST['saved_search_select_name']) ? '' : (' - ' . $_REQUEST['saved_search_select_name']);
            echo get_form_header($GLOBALS['mod_strings']['LBL_LIST_FORM_TITLE'] . $savedSearchName, '', false);
            echo $this->lv->display();
        }
     } 
  

The new function:

      function listViewProcess(){
            $savedSearchName = empty($_REQUEST['saved_search_select_name']) ? '' : (' - ' . $_REQUEST['saved_search_select_name']);
            echo get_form_header($GLOBALS['mod_strings']['LBL_LIST_FORM_TITLE'] . $savedSearchName, '', false);
        $this->processSearchForm();
        $this->lv->searchColumns = $this->searchForm->searchColumns;
        
        if(!$this->headers)
            return;
        if(empty($_REQUEST['search_form_only']) || $_REQUEST['search_form_only'] == false){
            $this->lv->setup($this->seed, 'include/ListView/ListViewGeneric.tpl', $this->where, $this->params);
            echo $this->lv->display();
        }
     } 
  

Cheers

[Monkeyman]

Great! I actually needed similar headers on both panels, not just on search form, but I managed to do the rest.
Thank you!

However, other 2 issues still open - can't find a solution myself. Especially interested in the 3rd one.

[Monkeyman]

OK, I managed to solve the 3rd issue. Just edited /modules/<ModuleName>/metadata/subpaneldefs.php file.