Target Lists: Customize fields displayed in "Targets" sub-section

[Dan K. Snelson]

Sugar Version: 6.0.2 (Build 4217)
Sugar Edition: Community
Category: Target List, Displaying Custom Fields
Operating System: Mac OS X 10.6.4
PHP Version: 5.3.2
Database: MySQL 5.0.7-dev
Web Server: Apache 2.2.14

Steps to reproduce
1. Select Campaigns > View Target Lists
2. Click on a Target List
3. Review the Targets sub-section

Issue Presented
By default, the Targets sub-section displays: Name, Title, Email and Phone. I'd like to be able to display other fields (i.e., Account).

In reviewing Administration > Studio > Targets > Layouts, I can't find the layout which controls the display of the Targets sub-section.

Please advise. Thanks.

[davidboris]

Hello,

Yes, you are right. The subpanel is not appearing in Studio. But yes, you can override current subpanel by adding some lines of code. If you are a developer or know PHP a bit here is a quick code snippet.

Create a file under > custom/Extension/modules/ProspectLists/Ext/Layoutdefs/<ANYNAME>.php

Paste code as under

 $layout_defs['ProspectLists']['subpanel_setup']['prospects']['override_subpanel_name'] = 'Prospectdefault'; 
  

Create a file in > custom/modules/Prospects/metadata/subpanels/Prospectdefault.php

Paste code from modules/Prospects/metadata/subpanels/default.php, and change the fields from that file, like remove the fields you dont want or add new ones.

[Dan K. Snelson]

This doesn't seem to have any affect (for good or bad; I haven't broken anything, yet ;-)

I created the following file (and the necessary directories) ...
/custom/Extension/modules/ProspectLists/Ext/Layoutdefs/overrides.php

... which contains the following code:

$layout_defs['ProspectLists']['subpanel_setup']['prospects']['override_subpanel_name'] = 'Prospectdefault';

I then created Prospectdefault.php in ...
/custom/modules/Prospects/metadata/

... which contains altered code, using the following as source:
/modules/Prospects/metadata/subpanels/default.php

Did I get the paths right?

[davidboris]

Hello,

/custom/Extension/modules/ProspectLists/Ext/Layoutdefs/overrides.php

write a code in php tag.
and then Repair Extenstion through : admin->Repairs->QuickRepair and Rebuild.

[Dan K. Snelson]

The source of overrides.php now reads ...

$layout_defs['ProspectLists']['subpanel_setup']['prospects']['override_subpanel_name'] = 'Prospectdefault';
<?php echo "overrides.php line 2"; ?>

... and when using a browser to view ...
/index.php?module=ProspectLists&action=DetailView

... I can see "overrides.php line 2" echoed six times, however, I don't see any change to the Targets sub-section.

[davidboris]

Hello,

I think you didn't get my point.
I want to say write a code exactly given below.

 <?php

$layout_defs['ProspectLists']['subpanel_setup']['prospects']['override_subpanel_name'] = 'Prospectdefault';

?>  

then do quick repair & rebuild.

[Dan K. Snelson]

D-OH! Here's what I have now for overrides.php:

<?php
$layout_defs['ProspectLists']['subpanel_setup']['prospects']['override_subpanel_name'] = 'Prospectdefault';
echo "overrides.php line 3";
?>

The output after repairing is:

Clearing Vardefs from cache...done
Clearing language files from cache...done
Clearing Template files from cache...done
Clearing JS files from cache...done
Clearing Vardefs from cache...done
Clearing JS Language files from cache...done
Clearing language files from cache...done
Clearing Sugar Dashlet files from cache...done
Clearing Sugar Feed Cache...done
Clearing Smarty templates from cache...done
Clearing Theme Cache...done
Clearing XML files from cache...done
Clearing Unified Search Cache...done
Rebuilding Extensions...
Rebuilding Modules...
Rebuilding Language...en_us
Rebuilding Vardefs...
Rebuilding Layoutdefs...
Rebuilding Menus...
Rebuilding DC Actions...
Rebuilding User Page Section...
Rebuilding administration Section...
Rebuilding RelationshipsRebuilding administration Section...
Updating the admin warning message...
Rebuilding Audit Tables...
ACLAction not Audit Enabled...
ACLRole not Audit Enabled...
Relationship not Audit Enabled...
Audit table for Leads already exists. skipping...
Audit table for Cases already exists. skipping...
Audit table for Bugs already exists. skipping...
User not Audit Enabled...
CampaignLog not Audit Enabled...
Project not Audit Enabled...
Audit table for ProjectTasks already exists. skipping...
Audit table for Campaigns already exists. skipping...
ProspectList not Audit Enabled...
Prospect not Audit Enabled...
EmailMarketing not Audit Enabled...
CampaignTracker not Audit Enabled...
Release not Audit Enabled...
EmailMan not Audit Enabled...
schedulers not Audit Enabled...
SchedulersJob not Audit Enabled...
Audit table for Contacts already exists. skipping...
Audit table for Accounts already exists. skipping...
Audit table for Opportunitys already exists. skipping...
EmailTemplate not Audit Enabled...
Note not Audit Enabled...
Call not Audit Enabled...
Email not Audit Enabled...
Meeting not Audit Enabled...
Task not Audit Enabled...
User not Audit Enabled...
Employee not Audit Enabled...
Currency not Audit Enabled...
Tracker not Audit Enabled...
ImportMap not Audit Enabled...
UsersLastImport not Audit Enabled...
Administration not Audit Enabled...
UpgradeHistory not Audit Enabled...
vCal not Audit Enabled...
Version not Audit Enabled...
Role not Audit Enabled...
Document not Audit Enabled...
DocumentRevision not Audit Enabled...
FieldsMetaData not Audit Enabled...
InboundEmail not Audit Enabled...
SavedSearch not Audit Enabled...
UserPreference not Audit Enabled...
MergeRecord not Audit Enabled...
EmailAddress not Audit Enabled...
SugarFeed not Audit Enabled...
Done
Database tables are synced with vardefs


I'm still not seeing any changes.

[davidboris]

Hello,

Remove the echo line, it is really taking the file you want your sugar to take. Just attach the file Prospectsdefault.php here, so that I can review and tell you the required changes.

[Dan K. Snelson]

The overrides.php file now reads:

 <?php $layout_defs['ProspectLists']['subpanel_setup']['prospects']['override_subpanel_name'] = 'Prospectdefault'; ?>  

Please see the attached Prospectdefault.php file. Thanks.

[davidboris]

Hello,

I tried exactly your file and it did hide he remove button for me, echoed the string you specified at line # 93. So the only thing you might be missing is, Admin > Repair > Quick Repair and Rebuild.