turn off Relate field validation

[veersoftsales]

Hello,
I am customizing Leads module and adding a AccountName as a Relate field.
I want to do the following
* I want to give a account name that is not existing in the Accounts module, say for example, 'abc123'. 'abc123' account does not exist
* I change the focus to another field.
* The AccountName is cleared.

I don't want to have the validation when I change the focus to another field. In this case, I want the invalid account name to be retained.

How do I turn off the validation for a Relate field.

Thanks.

[chrislynch8]

Hello,
I am customizing Leads module and adding a AccountName as a Relate field.
I want to do the following
* I want to give a account name that is not existing in the Accounts module, say for example, 'abc123'. 'abc123' account does not exist
* I change the focus to another field.
* The AccountName is cleared.

I don't want to have the validation when I change the focus to another field. In this case, I want the invalid account name to be retained.

How do I turn off the validation for a Relate field.

Thanks.

Hi,

If I understand correctly, you want to be able to relate a field to an Account that is not an Account in the CRM Maybe create a field for Accounts not in System (prospect Account Name) make it a text field and then use the correct one when creating the lead?

There is already a relationship in the CRM between Accounts and leads - I don't see why you want to add it again?

[veersoftsales]

Thanks Chris.

If the Account is not existing (by giving a not a valid account name), then after clicking the Save button,
the Account should be created. So we plan to override the Save functionality.

[crmsiva]

You need to create a custom field type like "include\SugarFields\Fields\Relate" or you can customize the relate field type directly. But the first one is upgrade safe.

[edg]

I'd create a non-db (virtual) field for the entry of the account name different from the relate field that is not validated until pre-save.

Then, during pre-save, do a look up to see if the Account exists and, if so, store the Account ID in the relate id field. Otherwise, add the new record and then update the relate account id field.

You may want also want to do a lookup validation as an onchange to the field and prompt the user to indicate the account does not exist and confirm that they really meant to add a new account. Otherwise, typos are likely to create some serious issues.

On a "related" note, if you are expecting the leads to show up on the subpanel for the account, you're also going to have to update the relationship id during pre-save. I posted a Developer Tutorial that contains steps and examples of how to do that. See http://www.sugarcrm.com/forums/showthread.php?t=47776