Brainstorm: Add related records as "mass update"

Question

I have a complex scenario:

I have a custom subpanel on Leads for Products of Interest.

Each Product of Interest has a series of qualifiers. Which qualifiers apply to which product is determined in a custom Products of Interest Catalog.

When entering a Product of Interest one selects from a product dropdown (generated from the custom catalog) and is presented with checkboxes and other dropdowns for the applicable qualifiers (again, based on the custom catalog).

I want the user to be able to Mass Assign Products of Interest by selecting a number of leads from a filtered list and assigning a product with certain options to each one. All leads would get the same product/options.

I am thinking the solution is to have an Action on the List that would open a Products of Interest drawer. Here the user would select the Product of Interest to be added and set the options, when saving I would create a Product of Interest record for each item in the collection.

The other option is easier to code but messier to maintain:

Have a panel for each product and put each product and qualifiers for each product on the Lead itself. I don't like this approach because as products and qualifiers change in time we'll end up with abandoned fields and messy re-naming.

Can anyone think of something better/easier?

thanks,
FrancescaS

SugarCRM v7.6.1 Professional

Francesca Shiekh · Accepted Answer

Solved extending record list to open the drawer and relate the profucts to the collection selected custom/modules/Leads/clients/base/views/recordlist/recordlist.php Added to the actions array: array ( ' name ' => ' comp_ product s_button ', ' type ' => ' button ', ' label ' => ' LBL_ADD_COMP_PRODUCTS ', ' acl_action ' => ' edit ', ' primary ' => true , ' events ' => array ( ' click ' => ' list:addcomp product s:fire ', ) , ) , custom/modules/Leads/clients/base/views/recordlist/recordlist.js ( { extendsFrom: 'RecordlistView' , initialize: function (options) { this ._super( 'initialize' , [ options ] ); //events this .context.on( 'list:addcompproducts:fire' , this .addComplimentaryProducts, this ); } , addComplimentaryProducts: function () { var ids = _.map( this .context.get( 'mass_collection' ).models, function (selected_model) { return selected_model.id } ); //open the complimentary product drawer, loop through the ids and create a new product for each lead id app.drawer.open( { layout: 'create-actions' , context: { create: true , module: 'compp_Complimentary_Products' , parent_ids: ids, parent_module: 'Leads' , } } ); } , _dispose: function () { this ._super( '_dispose' ); } , } ) and handle the multi add in custom/modules/compp_Complimentary_Products/clients/base/views]$ vi create-actions/create-actions.js /** * @class View.Views.Base.CreateActionsView * @alias SUGAR.App.view.views.BaseCreateActionsView * @extends View.Views.Base.CreateView */ ( { extendsFrom: 'BaseCreateActionsView' , /** * An array of the parent IDs from the list view (mass creation of product s) * @protected * @type {Array} */ _parentIDs: [] , /** * The name of the parent module from the list view (mass creation of product s) * @protected * @type {string} */ _parentModule: [] , initialize: function (options) { if (!_.isUndefined(options.context.get( 'parent_ids' )) && !_.isUndefined(options.context.get( 'parent_module' ))) { this ._parentIDs = options.context.get( 'parent_ids' ); this ._parentModule = options.context.get( 'parent_module' ); } this ._super( 'initialize' , [ options ] ); } , /** * Save and close drawer */ saveAndClose: function () { this .initiateSave(_.bind( function () { if (app.drawer) { app.drawer.close( this .context, this .model); } var parent_ids = this ._parentIDs, parent_module = this ._parentModule, copy_id = this .model.get( 'id' ); if (!_.isEmpty(parent_ids) && !_.isEmpty(parent_module)) { this .handleMultiAdd(parent_module, parent_ids, copy_id); } } , this )); } , /** * Handle click on save and create another link */ saveAndCreate: function () { this .context.lastSaveAction = this .SAVEACTIONS.SAVE_AND_CREATE; var parent_ids = this ._parentIDs, parent_module = this ._parentModule; this .initiateSave(_.bind( function () { var copy_id = this .model.get( 'id' ); this .clear(); // set the default attributes and the relatedAttributes back // on the model since it's been cleared out this .model.set(_.extend( this .model.getDefault(), this .model.relatedAttributes)); this .resetDuplicateState(); if ( this .hasSubpanelModels) { // loop through subpanels and call resetCollection on create subpanels _.each( this .context.children, function (child) { if (child.get( 'isCreateSubpanel' )) { this .context.trigger( 'subpanel:resetCollection:' + child.get( 'link' ), true ); } } , this ); // reset the hasSubpanelModels flag this .hasSubpanelModels = false ; } if (!_.isEmpty(parent_ids) && !_.isEmpty(parent_module)) { this .handleMultiAdd(parent_module, parent_ids, copy_id); } } , this )); } , handleMultiAdd: function (parent_module, parent_ids, copy_id) { var url = app.api.buildURL( 'compp_Complimentary_Products/addMultipleCompProducts/' +parent_module+ '/' +parent_ids+ '/' +copy_id); console.log(url); App.api.call( 'GET' , url, '' , { success: _.bind( function (o) { console.log( "REST easy " + o); } , this ), error: _.bind( function (o) { console.log( "No REST for the wicked!" + o); } , this ), } ); } , } )