How can I validate fields in Accounts when creating new records?

RE: How can I validate fields in Accounts when creating new records?

Cheth Cheth — Wed, 08 Oct 2014 17:23:00 GMT

Hi all,

Im new to Sugar. I tried to validate some fields in Account module and it is just working while I'm creating a new record, but it does not validate fields while I'm editing the current records. The code I've followed is as below.

Any help will be appreciated!
Thank You!

Create-action.js
-------------------------------------------------------------------------------------------------------------

({ extendsFrom: 'CreateActionsView',

initialize: function (options) {
//app.view.invokeParent(this, {type: 'view', name: 'create', method: 'initialize', args: [options]});

this._super('initialize', [options]);

//add validation task
this.model.addValidationTask('check_phone_office', _.bind(this._doValidatePhone, this));
this.model.addValidationTask('check_email', _.bind(this._doValidateEmail, this));

},

_doValidatePhone: function(fields, errors, callback) {

if (_.isEmpty(this.model.get('phone_office')))
{
errors['phone_office'] = errors['phone_office'] || {};
errors['phone_office'].required = true;
}

callback(null, fields, errors);
},

_doValidateEmail: function(fields, errors, callback) {

if (_.isEmpty(this.model.get('email')))
{
errors['email'] = errors['email'] || {};
errors['email'].required = true;
}

callback(null, fields, errors);
},

})

------------------------------------------------------------------------------------------------------------------
Record.js

({ extendsFrom: 'RecordView',

initialize: function (options) {
//app.view.invokeParent(this, {type: 'view', name: 'record', method: 'initialize', args:[options]});

this._super('initialize', [options]);

//add custom message key
app.error.errorName2Keys['custom_message'] = 'ERR_CUSTOM_MESSAGE';

//add validation
this.model.addValidationTask('check_phone_office', _.bind(this._doValidatePhone, this));
this.model.addValidationTask('check_email', _.bind(this._doValidateEmail, this));

},

_doValidatePhone: function(fields, errors, callback) {

if (_.isEmpty(this.model.get('phone_office')))
{
errors['phone_office'] = errors['phone_office'] || {};
errors['phone_office'].custom_message = true;
}

callback(null, fields, errors);
},

_doValidateEmail: function(fields, errors, callback) {

if (_.isEmpty(this.model.get('email')))
{
errors['email'] = errors['email'] || {};
errors['email'].custom_message= true;
}

callback(null, fields, errors);
},

})

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Mon, 08 Sep 2014 17:26:00 GMT

Hi Dikshit,

Please create a new thread for your caching question as it does not apply to validating fields. My recommendations are to check your web permissions and that your environment meets our supported platforms found here: http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/ (Especially the PHP version).

RE: How can I validate fields in Accounts when creating new records?

KD KD — Mon, 08 Sep 2014 14:15:00 GMT

Thanks a lot Jerry,
I am checking this on my localhost and update you about my findings asap.
Also,

I had successfully installed the sugar 7.2.1 on Localhost and it was running fine, Now recently I have installed 7.7.2 on local host properly, but when ever I will do repair and rebuild, it will automatically remove some files from caches directory and give error , as as shown in attached snapshot.
So please tell me, is there any other configuration level changes for 7.2.2, to see the changes made in code on local host?

Some files that are deleted or do not work after repair and rebuild are at -
/var/www/html/sweaver168782-1408760315/cache/api/metadata/lang_en_us_base_public_ordered.json
/var/www/html/sweaver168782-1408760315/cache/api/metadata/lang_en_us_base_ordered.json
/var/www/html/sweaver168782-1408760315/cache/javascript/base/components_219828a0142659fc0505751584776fcd.js
/var/www/html/sweaver168782-1408760315/cache/javascript/base/components_ed27bdcc828dfb5a3a39dc531c262832.js

Thanks
Dikshit

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Wed, 03 Sep 2014 17:53:00 GMT

Hi Dikshit,

The easiest way to accomplish this is to first create an endpoint for the team check. This endpoint would essentially accept a team id or name and return true or false if the current user is part of a given team.

Next, you will need to define your modules controller override and add in the validation method as shown here. For our purposes, I'll just say we created a method named _doValidateTeamCheck

_doValidateTeamCheck: function(fields, errors, callback) {          var id = this.model.get("id");          //if no id, skip since we may be creating the record         if (_.isEmpty(id))         {             callback(null, fields, errors);             return;         }          var url = app.api.buildURL('CustomTeamCheck')          //show progress message         app.alert.show('team-check-progress', {             level: 'info',             messages: 'Checking Teams...',             autoClose: false         });    //add team ids to check against         params = {};          //check         var result = app.api.call("read", url, params, {             success: _.bind(function(data) {                  //close alert message                 app.alert.dismiss('team-check-progress');                  if (data.response == true)                 {                     app.alert.show('team-error-message', {                         level: 'error',                         messages: 'You are not a member',                         autoClose: false                     });                 }                 else                 {                  //continue with save                     callback(null, fields, errors);                 }             }, this),              error: _.bind(function(data) {                 //close alert message                 app.alert.dismiss('team-check-progress');                  //throw error alert                 app.alert.show('team-check-error', {                     level: 'error',                     messages: 'There was an error fetching.',                     autoClose: false                 });             }, this)         });

The way this works is to not call callback(null, fields, errors); until you are ready to allow the user to save. Please note that i haven't specifically tested this code and there may be errors.

RE: How can I validate fields in Accounts when creating new records?

KD KD — Tue, 26 Aug 2014 14:33:00 GMT

Hello Jerry,

I am trying to make a field mandatory in Account Module if login user is in Team say XYZ (which is created using Team module of SugarCRM), Now, in 6.7.5 I have achieved it using code below in view.edit.php

$validation_js = <<<JS <script type="text/javascript">
var teamTEST="$teamTEST" ;
JS;
Where $teamTEST" ; contain the team members

Now, I really do not know in which file I should use above code in 7.2.2 (i.e to use php to get the team members and then check the team member with login user in java script code to make field mandatory if login user exists in the team).

I am able to get the current user id using "App.user.id" in custom/modules/Cases/clients/base/views/records/record.js file,but I need to check that login user in team say XYZ.
Also,am I working on correct file?

So, please help in this issue, as it is urgently required.

Thanks
Dikshit

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Wed, 04 Jun 2014 08:40:00 GMT

I just wanted to let everyone know that there are some updates to the validation article:
http://support.sugarcrm.com/02_Documentation/04_Sugar_Developer/Sugar_Developer_Guide_7.2/20_UI_Mode...

If you are experiencing a blank page on the create view, there is an issue where having dependencies on the form can cause the page not to render. This has been corrected in 7.2.1. To correct this in 7.2.0, you can put the following in your initialize function above where you invoke the parent:

if (!_.has(options.meta, "template"))
{
    options.meta.template = 'record';
}

Changes made to the article consist of:

correction for bug noted above
app.view.invokeParent(this, {type: 'view', name: 'create', method: 'initialize', args: [options]}); is now this._super('initialize', [options]);
extendsFrom: 'CreateView', is now extendsFrom: 'CreateActionsView',

I hope this helps!

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Wed, 28 May 2014 18:47:00 GMT

*Updated article for 7.2: http://support.sugarcrm.com/02_Documentation/04_Sugar_Developer/Sugar_Developer_Guide_7.2/20_UI_Mode...

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Wed, 28 May 2014 18:47:00 GMT

My recommendation is to make sure you are on 7.2.x and that you follow the updated article for 7.2 found here:

http://support.sugarcrm.com/02_Documentation/04_Sugar_Developer/Sugar_Developer_Guide_7.2/20_UI_Mode...

RE: How can I validate fields in Accounts when creating new records?

haalvin haalvin — Wed, 28 May 2014 11:53:00 GMT

hI,Jerry
I copy your code of create-actions.js into my instance ,after repair and rebuild ,it show a blank page when I create and it's ok to edit.It seems that I have a same problem with Larent and Jason.
Can you or anyone give some advice ?It looks like many peaple have this problem.
Or I missed some steps?

RE: How can I validate fields in Accounts when creating new records?

akc akc — Thu, 08 May 2014 12:33:00 GMT

Many thanks. That fixes Sugar's issue with making an email address required. Any tips on how to do that without using the views?

The only reason I wanted to do custom validation was due to the fact I wanted to make sure the email address entered was unique on the system.

I will try the migration later on and see if that manages to fix my issues.

Regards
Ash

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Wed, 07 May 2014 23:07:00 GMT

Hi akc,

I did want to say that a better approach for your customization might just be to create a vardef for the email field to make it required since you don't seem to have any dependencies on the email field:

./custom/Extension/modules/Accounts/Ext/Vardefs/requireEmail.php

<?php  $dictionary['Account']['fields']['email']['required'] = true;

That should give you the behavior you are looking for without the views.

Regarding your question:
I would first try installing a stock 7.2.0 instance to see if you can get it working correctly. If so, you can follow this article to get your instance migrated to a clean install: http://support.sugarcrm.com/02_Documentation/04_Sugar_Developer/Sugar_Developer_Guide_7.2/73_Migrati...

RE: How can I validate fields in Accounts when creating new records?

akc akc — Wed, 07 May 2014 19:33:00 GMT

Thanks for the example.

I have not modified the core create-actions view or created a custom create-actions.js under custom/clients.

Would it be possible that the upgrade to 7.2 from 7.1.6 went wrong? Can you find out which file/s actually fixed the issue from 7.1.6? Maybe I could manually copy core files over?

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Wed, 07 May 2014 19:25:00 GMT

Hi akc,

I don't seem to be having the same issues when applying your example code. Have you modified the core create-actions view or created a custom ./custom/clients/base/views/create-actions/create-actions.js file?

I would also recommend that you adjust your code to validate the email attribute instead of the class. I have provided an example below:

./custom/modules/Accounts/clients/base/views/create-actions/create-actions.js

({     extendsFrom: 'CreateView',      initialize: function (options) {         app.view.invokeParent(this, {type: 'view', name: 'create', method: 'initialize', args: [options]});          //add validation task         this.model.addValidationTask('check_email', _.bind(this._doValidateEmail, this));     },      _doValidateEmail: function(fields, errors, callback) {          if (_.isEmpty(this.model.get('email')))         {             errors['email'] = errors['email'] || {};             errors['email'].required = true;         }          callback(null, fields, errors);     },      _dispose: function() {         this._super('_dispose');     }, })

RE: How can I validate fields in Accounts when creating new records?

Les Papier — Tue, 06 May 2014 20:44:00 GMT

Will make a note - Thanks!

RE: How can I validate fields in Accounts when creating new records?

akc akc — Tue, 06 May 2014 13:09:00 GMT

Thanks for your reply. I still get a blank screen on create of account. The edit record works fine still.

My create-actions.js file is as follows:

({     extendsFrom: 'CreateView',          initialize: function (options) {         app.view.invokeParent(this, {type: 'view', name: 'create', method: 'initialize', args: [options]});               this.model.addValidationTask('class_validate', _.bind(this._doValidateCheckType, this));     },          _doValidateCheckType: function(fields, errors, callback) {      if($('.existingAddress').length==0){          errors['email'] = errors['email'] || {};             errors['email'].required = true;         }         callback(null, fields, errors);     },          _dispose: function() {         this._super('_dispose');     }, })

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Tue, 06 May 2014 00:00:00 GMT

Hi paperless,

The customCode attribute is not applicable to Sidercar modules. It would only work for modules in BWC mode.

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Mon, 05 May 2014 23:58:00 GMT

Hi akc,

On my local 7.2.0 Pro instance, I am able to do the following:

./custom/modules/Accounts/clients/base/views/record/record.js

({     extendsFrom: 'RecordView',      initialize: function (options) {         app.view.invokeParent(this, {type: 'view', name: 'record', method: 'initialize', args:[options]});          //add validation         this.model.addValidationTask('check_account_type', _.bind(this._doValidateCheckType, this));     },      _doValidateCheckType: function(fields, errors, callback) {         //validate requirements         if (this.model.get('account_type') == 'Customer' && _.isEmpty(this.model.get('phone_office')))         {             errors['phone_office'] = errors['phone_office'] || {};             errors['phone_office'].required = true;         }          callback(null, fields, errors);     },      _dispose: function() {         this._super('_dispose');     },  })

./custom/modules/Accounts/clients/base/views/create-actions/create-actions.js

({     extendsFrom: 'CreateView',      initialize: function (options) {         app.view.invokeParent(this, {type: 'view', name: 'create', method: 'initialize', args: [options]});          //add validation         this.model.addValidationTask('check_account_type', _.bind(this._doValidateCheckType, this));     },      _doValidateCheckType: function(fields, errors, callback) {         //validate requirements         if (this.model.get('account_type') == 'Customer' && _.isEmpty(this.model.get('phone_office')))         {             errors['phone_office'] = errors['phone_office'] || {};             errors['phone_office'].required = true;         }          callback(null, fields, errors);     },      _dispose: function() {         this._super('_dispose');     }, })

After a Quick Repair, when i change the account type to "Customer" I am seeing the expected results for the phone_office field when creating/editing an account record.

Can you post your create-actions.js example so that we can take a look?

RE: How can I validate fields in Accounts when creating new records?

akc akc — Mon, 05 May 2014 20:59:00 GMT

This reply was created from a merged topic originally titled Custom validating a new Accounts record. Following on from this thread: https://community.sugarcrm.com/thread/18823

I have successfully performed custom validation for modified records but haven't managed to do so for when creating new records. It just displays a blank screen.

I have updated to 7.2.0 as according to Jerry Clark this issue has been fixed. Can someone please confirm whether this is correct?

RE: How can I validate fields in Accounts when creating new records?

Les Papier — Fri, 02 May 2014 17:21:00 GMT

I take it "add javascript for validation directly in the metadata/editviewdefs.php using the customCode attribute" as shown back in http://forums.sugarcrm.com/f6/validation-logic-hook-43077/ does not apply to 7.x?

RE: How can I validate fields in Accounts when creating new records?

akc akc — Tue, 29 Apr 2014 18:16:00 GMT

We have upgraded to 7.2.0 and it still brings up a blank page when trying create a new record.

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Fri, 11 Apr 2014 08:38:00 GMT

Hi Laurnet,

I apologize for the inconvenience here as it does appear that there is an issue with this functionality in 7.1.6. I have tested this customization and verified that this issue will be resolved in 7.2.0.

RE: How can I validate fields in Accounts when creating new records?

Laurent Hinoul — Thu, 10 Apr 2014 10:12:00 GMT

custom/modules/Accounts/clients/base/views/create-actions/create-actions.js

When I add an alert, the alert appears but the page stays blank...

RE: How can I validate fields in Accounts when creating new records?

Jerry Clark — Thu, 10 Apr 2014 04:26:00 GMT

Hi Larent and Jason,

Can you provide me with the file and path you are using? Sometimes it is best to turn on developer mode and clear the ./cache/ folder when doing development.

RE: How can I validate fields in Accounts when creating new records?

Community Alumni User — Thu, 10 Apr 2014 03:47:00 GMT

Got the same issue. Lame.

RE: How can I validate fields in Accounts when creating new records?

Laurent Hinoul — Fri, 04 Apr 2014 12:12:00 GMT

When I add validation with 'create-actions.js', the create page is blank... any solutions?