Related Field - Search

Hi all,

I extended the Calls module by a ID field pae_contact_id, linked to the Contacts Module. (see code below of the pae_vardef)

Additional I want to display & search the Contact Name and Country in the Calls List View.

Displaying the data works, but when trying to search the Country, I just get a list of all Contacts to filter on a single Contact:

What do I need to change to be able to search for e.g. all Calls where the Contact Country is "DE"

Many thanks for your help :)

Sven

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// custom/Extension/modules/Calls/Ext/Vardefs/pae_vardefs.php 
$dictionary['Call']['fields']['pae_contact_id'] = array(
    'name' => 'pae_contact_id',
    'vname' => 'LBL_PAE_CONTACT_ID',
    'type' => 'id',
);
$dictionary['Call']['fields']['pae_contact_name'] = array(
    'name' => 'pae_contact_name',
    'vname' => 'LBL_PAE_CONTACT_NAME',
    'rname' => 'name',
    'type' => 'relate',
    'id_name' => 'pae_contact_id',
    'source' => 'non-db',
    'link' => 'pae_contact_link',
    'sort_on' => array('name',),
    'module' => 'Contacts',
    'table' => 'contacts',
    'audited' => true,
);
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

// custom/Extension/modules/Calls/Ext/Vardefs/pae_vardefs.php 

$dictionary['Call']['fields']['pae_contact_id'] = array(
    'name' => 'pae_contact_id',
    'vname' => 'LBL_PAE_CONTACT_ID',
    'type' => 'id',
);

$dictionary['Call']['fields']['pae_contact_name'] = array(
    'name' => 'pae_contact_name',
    'vname' => 'LBL_PAE_CONTACT_NAME',
    'rname' => 'name',
    'type' => 'relate',
    'id_name' => 'pae_contact_id',
    'source' => 'non-db',
    'link' => 'pae_contact_link',
    'sort_on' => array('name',),
    'module' => 'Contacts',
    'table' => 'contacts',
    'audited' => true,
);

$dictionary['Call']['fields']['pae_contact_country'] = array(
    'name' => 'pae_contact_country',
    'vname' => 'LBL_PAE_CONTACT_COUNTRY',
    'rname' => 'primary_address_country',
    'type' => 'relate',
    'id_name' => 'pae_contact_id',
    'source' => 'non-db',
    'link' => 'pae_contact_link',
    'sort_on' => array('name',),
    'module' => 'Contacts',
    'table' => 'contacts',
    'audited' => true,
    'readonly' => true,
);


$dictionary['Call']['fields']['pae_contact_link'] = array(
    'name' => 'pae_contact_link',
    'type' => 'link',
    'relationship' => 'pae_rel_contact',
    'vname' => 'LBL_PAE_CONTACT_NAME',
    'source' => 'non-db',
);

$dictionary['Call']['relationships']['pae_rel_contact'] = array(
    'lhs_module' => 'Contacts',
    'lhs_table' => 'contacts',
    'lhs_key' => 'id',
    'rhs_module' => 'Calls',
    'rhs_table' => 'calls',
    'rhs_key' => 'pae_contact_id',
    'relationship_type' => 'one-to-many',
);

Parents

0 Ramya Katram over 4 years ago

Hi Sven,

You can do this by adding custom filters on the Contact ID in the calls module. Please go through Filters and Filter Examples in SugarCRM documentation. It is very clearly explained in this documentation on how to create custom filters in SugarCRM.

Hope this helps you:)

Thank you,

Poojitha K

Reply

0 Ramya Katram over 4 years ago

Hi Sven,

You can do this by adding custom filters on the Contact ID in the calls module. Please go through Filters and Filter Examples in SugarCRM documentation. It is very clearly explained in this documentation on how to create custom filters in SugarCRM.

Hope this helps you:)

Thank you,

Poojitha K

Children

0 Sven Waldinger over 4 years ago in reply to Ramya Katram

Hi Poojitha,

Thanks for your help, I read these documents, but I think you got me wrong.

When clicking on this filter on Calls List View:

I get this Search and Select, with all Contacts listed and can select one or multiple Contacts, whose calls are then shown in the Calls List view.

But I would like to have the Countries selectable there, like in the Contacts List View, and then get all Calls where the Contacts are in the specified countries.