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

Hi Ryan Horton,

I did something similiar with the Opportunity name some time ago.

My scenario:

On creating an Opportunity, a shortname of the linked account should be prefilled in the opps name field but let the user be able to add the name of the opportunity.

It works like this:

1.

I placed this formula in the opps name field in studio, making sure it will be set regardless of the "short name" is given or not:

ifElse(or(equal($name,"undefined - "),equal($name,"")),ifElse(greaterThan(strlen(related($accounts,"account_name_short_c")),0),concat(related($accounts,"account_name_short_c")," - "),""),$name)

2. Do give the user access to the calculated field to alter the content I added this

$dictionary['Opportunity']['fields']['name']['enforced'] = false;

to

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

3. This may be optional but in some cases it appeared that the opps got the same name and the users complained about the appearing duplicate check so we turned it off for opps by creating a new file in vardefs:

1.Create \custom\Extension\modules\Opportunities\Ext\Vardefs\sugarfield_cancel_duplicate_check.php (The name of this file can be changed to else as you wish). And add the following code.

<?php
$dictionary['Opportunity']['duplicate_check']['enabled']=false;
 ?>

2.Do quick-repair & Rebuild.

To be honest I have not tried if this works on mobile and are currently not able to do it quickly.

Best regards

Björn

Hi Ryan Horton,

I did something similiar with the Opportunity name some time ago.

My scenario:

On creating an Opportunity, a shortname of the linked account should be prefilled in the opps name field but let the user be able to add the name of the opportunity.

It works like this:

1.

I placed this formula in the opps name field in studio, making sure it will be set regardless of the "short name" is given or not:

ifElse(or(equal($name,"undefined - "),equal($name,"")),ifElse(greaterThan(strlen(related($accounts,"account_name_short_c")),0),concat(related($accounts,"account_name_short_c")," - "),""),$name)

2. Do give the user access to the calculated field to alter the content I added this

$dictionary['Opportunity']['fields']['name']['enforced'] = false;

to

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

3. This may be optional but in some cases it appeared that the opps got the same name and the users complained about the appearing duplicate check so we turned it off for opps by creating a new file in vardefs:

1.Create \custom\Extension\modules\Opportunities\Ext\Vardefs\sugarfield_cancel_duplicate_check.php (The name of this file can be changed to else as you wish). And add the following code.

<?php
$dictionary['Opportunity']['duplicate_check']['enabled']=false;
 ?>

2.Do quick-repair & Rebuild.

To be honest I have not tried if this works on mobile and are currently not able to do it quickly.

Best regards

Björn

Hi Björn Canales Pfisterer 

This approach will not work on mobile, specially on offline mode.

In order to make it work on mobile it is mandatory to calculate a field based on fields under the same module and all fields have to be published in the current view.

Regards