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Thread: Assigning an Account Name to a Project

  1. #1
    thomasaaron is offline Junior Member
    Join Date
    Oct 2008
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    4

    Default Assigning an Account Name to a Project

    Hello. I'm fairly new to Sugar, and I'm using version 5.0.0c (Community Edition).

    I've Googled for an answer to my question and searched these forums, but I'm not finding what I need. So if there is pre-existing information on this, I'd appreciate you pointing me to it.

    I need to be able to associate an account name with a project when I create the project.
    I notice that Accounts is listed under Sub-Panels under the Project section of the tree. But I can't for the life of me figure out how to do anything with it.

    I've tried creating fields, etc...

    Is there a way to do this?

  2. #2
    thomasaaron is offline Junior Member
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    Oct 2008
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    4

    Default Re: Assigning an Account Name to a Project

    Here's how to do it if anyone else runs into this issue:

    1. Click the "admin" link.
    2. Scroll down and click the "Studio" link.
    3. Scroll down and click the "Projects" *icon*.
    4. Click the "Fields" icon.
    5. Click the "Add Field" button.
    6. In the Properties editor on the panel on the right side of the screen...
    A. Choose "Relate" from the Data Type dropdown menu.
    B. For field name, type: accountName
    C. *Change* display label to: Account Name
    D. Make sure the "Module" dropdown is set to "Account"
    E. Select "Required Field" checkbox.
    F. Select "Audit" checkbox
    G. Set "Duplicate Merge" to Disabled (if it is not already)
    H. Leave everything else blank
    G. Click the "Save" button in the Properties Editor
    /* accountname_c should now appear in the left panel */

    7. Click the back arrow in the left panel.
    8. Click the "Layouts" icon.
    9. Click the "Edit View" icon
    10. Drag a "New Row" over to the Layout Preview. (I think it looks good just below the "Name" row)
    11. Drag the "Account" element over to your newly created row.
    12. Click "Save and Deploy"
    13. Click the Back Arrow on your *Browser*
    14. Click the "Detail View" icon.
    15. Repeat steps 10-13.
    16. Click the "List View" icon.
    17. Drag the "Account" component from the "Hidden" column to the "Default" column.
    18. Click "Save and Deploy"
    19. Click the Back Arrow on your Browser.
    20. Click the "Quick Create" icon.
    21. Repeat steps 10-12.
    22. All Done! Now click the "Projects" Tab.
    23. Click "Create Project" in the Shortcuts panel
    24. Now you can select an account. (If none appears, create some accounts.)
    Last edited by thomasaaron; 2008-10-23 at 12:37 AM. Reason: Added Instructions

  3. #3
    paulgigliotti is offline Member
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    Feb 2008
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    8

    Smile Re: Assigning an Account Name to a Project

    That was good stuff, thank you,

    let me throw this out there....when i create a Project from the Account, that field doesn't automatically populate wtih the account name, as it does when creating an opportunity or contact from the Account's page.

    How do we build the relationship so that Sugar recongnizes the Project is being built within Account A, and automatically complere that field

  4. #4
    ravik85 is offline Junior Member
    Join Date
    Oct 2008
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    2

    Default Re: Assigning an Account Name to a Project

    Is there way to do that in sugarcrm 4.51 , in studio i couldn't find 'related' menu

  5. #5
    DubberDan is offline Member
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    Dec 2008
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    Deepest Darkest Wiltshire
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    Default Re: Assigning an Account Name to a Project

    Quote Originally Posted by paulgigliotti View Post
    That was good stuff, thank you,

    let me throw this out there....when i create a Project from the Account, that field doesn't automatically populate wtih the account name, as it does when creating an opportunity or contact from the Account's page.

    How do we build the relationship so that Sugar recongnizes the Project is being built within Account A, and automatically complere that field
    Yep, that would be very useful to me too :-)

  6. #6
    sugarcore Guest

    Default Re: Assigning an Account Name to a Project

    Quote Originally Posted by paulgigliotti View Post
    That was good stuff, thank you,

    let me throw this out there....when i create a Project from the Account, that field doesn't automatically populate wtih the account name, as it does when creating an opportunity or contact from the Account's page.

    How do we build the relationship so that Sugar recongnizes the Project is being built within Account A, and automatically complere that field
    Sorry to reply to such an old thread but was this ever solved? I am trying to accomplish the same thing. I added the field and put it in each layout. However, it does not populate with the account each project is currently assigned to. Its just blank.

  7. #7
    ossgraphics Guest

    Default Re: Assigning an Account Name to a Project

    Thomas shared the wonderful stuff.

    Thanks for sharing it. It'll help to all who are curious enough to assign an account name to a project.

  8. #8
    charles21 Guest

    Default Re: Assigning an Account Name to a Project

    Is there any other steps to do the same?

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