Auto populate note / task name with Opportunity name

Hi Ryan Horton 

It is possible to make it work even on mobile.

You have to:

• create the field opp_name in Tasks and Notes
• Configure the attribute populate_list in the field definition of tasks and notes at module Opportunities (take a look at the field contacts in the vardefs of Opportunities module)
• Define a SugarLogic formula for calculating the name of Task and Note accordingly

Regards

I've taken these steps and the web works, but the mobile app does not. Does something else need to be done for this to work on mobile? 

The field I created was parent_name. My populate list has 'name' => 'parent_name_c'. 'name' in Task / Notes has a calculation of simply $parent_name_c. This all work as expected in web.

When on mobile a few odd things. parent_name_c isn't being populated in the edit view.

When I added parent_name_c to the edit layout and went to deploy, I got the following message:

Is there something I am missing?

Something I forgot to mention:

You must add the field parent_name_c in the layout of mobile. Make it readonly at the begining to make sure it is properly populated and then make it not visible.

Regards

Something I forgot to mention:

You must add the field parent_name_c in the layout of mobile. Make it readonly at the begining to make sure it is properly populated and then make it not visible.

Regards

After setting the 'parent_name_c' field to readonly and adding it to the layout, it still isn't populating in mobile app or mobile web. I can't click in the field on the mobile so it seems that readonly works. If it matters, I am on 8.0.2.

Can you share the content of vardefs for tasks and notes link fields in Opportunities module and formula for field name on both Tasks and Notes modules?

Regards

custom/Extension/modules/Opportunities/Ext/Vardefs/populate_names_task_notes.php

<?php

$dictionary['Opportunity']['fields']['tasks']['populate_list'] = array('name' => 'parents_name_c');
$dictionary['Opportunity']['fields']['notes']['populate_list'] = array('name' => 'parents_name_c');

custom/Extension/modules/Notes/Ext/Vardefs/sugarfield_name.php

<?php

$dictionary['Note']['fields']['name']['audited'] = false;
$dictionary['Note']['fields']['name']['massupdate'] = false;
$dictionary['Note']['fields']['name']['comments'] = 'Name of the note';
$dictionary['Note']['fields']['name']['importable'] = 'false';
$dictionary['Note']['fields']['name']['duplicate_merge'] = 'disabled';
$dictionary['Note']['fields']['name']['duplicate_merge_dom_value'] = 0;
$dictionary['Note']['fields']['name']['merge_filter'] = 'disabled';
$dictionary['Note']['fields']['name']['full_text_search'] = array(
'enabled' => true,
'boost' => '0.83',
'searchable' => true,
);
$dictionary['Note']['fields']['name']['calculated'] = 'true';
$dictionary['Note']['fields']['name']['formula'] = '$parents_name_c';
$dictionary['Note']['fields']['name']['enforced'] = false;

custom/Extension/modules/Tasks/Ext/Vardefs/sugarfield_name.php

<?php

$dictionary['Task']['fields']['name']['audited'] = false;
$dictionary['Task']['fields']['name']['massupdate'] = false;
$dictionary['Task']['fields']['name']['importable'] = 'false';
$dictionary['Task']['fields']['name']['duplicate_merge'] = 'disabled';
$dictionary['Task']['fields']['name']['duplicate_merge_dom_value'] = 0;
$dictionary['Task']['fields']['name']['merge_filter'] = 'disabled';
$dictionary['Task']['fields']['name']['unified_search'] = false;
$dictionary['Task']['fields']['name']['full_text_search'] = array(
'enabled' => true,
'boost' => '1.45',
'searchable' => true,
);
$dictionary['Task']['fields']['name']['calculated'] = 'true';
$dictionary['Task']['fields']['name']['formula'] = '$parents_name_c';
$dictionary['Task']['fields']['name']['enforced'] = false;

custom/modules/Tasks/clients/mobile/views/edit/edit.php

'fields' =>
   array(
      0 =>
         array(
            'name' => 'parents_name_c',
            'label' => 'LBL_PARENTS_NAME',
            'readonly' => true
         ),

custom/modules/Notes/clients/mobile/views/edit/edit.php

'fields' =>
   array(
      0 =>
         array(
            'name' => 'parents_name_c',
            'label' => 'LBL_PARENTS_NAME',
            'readonly' => true,
         ),

Thanks for your help in this André Lopes

Can you confirm if new Task and Note are properly linked to the Opportunity after saving on both Sugar interface and mobile as well?

Yes, they are properly linked. The related to filed is populated correctly and shows up in the subpanel.

André Lopes is there anything else I can try? I feel like we are close.

After speaking with sugar, it is a known bug on their end that populate_list isn't working on mobile. As far as I can tell, these are the correct steps for this to work. Thanks for your help.