How to add related module custom field to a dashlet column and filter

Hello! 

We have a custom module Transactions which has relation to Accounts module custom field funded_c.

How to show that field in the Transactions dashlet with possibility to filter?

Searched a lot, but no similar cases found. Help!

  • Dear Mikhail
    To get the possibility to use custom fields in search, these fields should be added to the filtering fields for a particular module.

    To do this please, do the following:

    • Open Studio (you should have been Admin)
    • Choose your target module (Transaction) I use Cases as an example.

    • Open Layouts / Search
    • Click Search
    • Move filed funded_c from column "Hidden" to "Default"

    • Save and deploy changes
    • Reload Sugar (Ctrl+F5)

    After that, you can use funded_c in filters.


    I hope this helps you. 
    If you need more help, let me know.

    Regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • Basically the problem was not add the field to layout. Was a not clear how define the field. And how to filter by it's value. Bool has two value true and false, Not sure how to setup layout to make it possible

      

  • What Sugar version do you use?

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • Sugar Version 6.5.25 (Build 344)

    I added that to custom/modules/transactions/metadata/SearchFields.php

    'account_funded' =>
    array (
    'query_type' => 'default',
    'operator' => 'subquery',
    'subquery' => 'SELECT id_c as account_id FROM accounts_cstm WHERE funded_c=',
    'db_field' => array ('account_id'),
    'type' => 'bool',
    )


    And to custom/modules/transactions/metadata/searchdefs.php

    'account_funded' =>
    array (
    'name' => 'account_funded',
    'label' => 'LBL_ACCOUNT_FUNDED',
    'type' => 'bool',
    'default' => true,
    'width' => '10%',
    ),


    And still see that empty box in search settings

  • Sorry, it's my mistake :)
    I can't help you with such an ancient version.

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • Hi

    this is obviously a SuiteCRM layout. You should post your question in the SuiteCRM forums. SugarCRM does not support the old CE versions any more.

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH