Assigning default values in record creation

[jlabuelo]

Hi all

I have a custom field for Contacts module that it is mandatory and it is a dropdown of a list of values.

I know I can set up a default value, but what I would like to do is to pick this default value depending on the assigned user's deparment. I mean I would like, some how, the system to read the department of the assigned user and depending on its value, assign a value to this mandatory dropdown field.

I have tried to get this with logic hooks, using the after_retrieve, but in the manual says that this hook does not fire when you create a new record, and it is during the record creation when this functionality is useful.

Is there any other way to perform this action when a new Contact record is created?

I have the code ready and working in the before_save or after_save logic hooks, but this is not right for me as I need the user to "see" the value in the field before submiting the record using the "save" button. The default value is a suggestion, but has to be confirmed or changed by the user before saving it.

Thanks a lot in advance

[SagarCRM]

Hi all

I have a custom field for Contacts module that it is mandatory and it is a dropdown of a list of values.

I know I can set up a default value, but what I would like to do is to pick this default value depending on the assigned user's deparment. I mean I would like, some how, the system to read the department of the assigned user and depending on its value, assign a value to this mandatory dropdown field.

Hi jlabuelo,

you can fetch department of current user on load of view.edit.php

and set department value whatever you want

  
global $current_user; 
    
if($current_user->department == 'sugarcrm')
{
     $this->bean->designation_dropdown_c = 'developer';
} 
  

[jlabuelo]

Hey

Thanks a lot for the help, works like a charm!!

Regards

[ivit]

Pay attention that proposed code will work only if current user does not change assigned user field (current user) before saving.

In case you want to change dropdown value when assigned user is changed, you will need to write JavaScript to accomplish that.

[jlabuelo]

no thanks, I just need this when an user creates a record, and I use the "creator" user not the user that it is being assigned in the "Assigned to" field.

Thanks for the advise!