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Options To Change Inactive Tasks Dashlet To Show Completed Tasks By Default

Vince Outlaw

Our users have added the Inactive Tasks dashlet to their Opportunity Focus Drawer dashboard. They would like the dashlet to default to seeing the Completed Tasks instead of the Deferred Tasks. 

What would be an approach to updating the Inactive Tasks dashlet to function in this way? 

Would there be another approach to showing Completed Tasks related to a particular Opportunity in the Focus Drawer dashboard?

Thanks for any insight...VO

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  • 0 Sugar Employee Badge

    This change is very simple,

    as dashlets can be customized by writing some custom code in custom directories you can change the order of the two tabs by copying the file clients\base\views\inactive-tasks\inactive-tasks.php to custom\clients\base\views\inactive-tasks\inactive-tasks.php and then setting the second tab to active, like this:

        'tabs' => array(
        array(
//old:      'active' => true,
            'filters' => array(
                'status' => array('$equals' => 'Deferred'),
            ),
            'label' => 'LBL_INACTIVE_TASKS_DASHLET_DEFERRED',
...            
        ),
	0 => 	
        array(
            'active' => true, // new
            'filters' => array(
                'status' => array('$equals' => 'Completed'),
            ),
            'label' => 'LBL_INACTIVE_TASKS_DASHLET_COMPLETED',

    After a QR&R and opened in a new browser session  the dashlet opens with an active "completed" tab  .

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

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  • 0 Sugar Employee Badge

    This change is very simple,

    as dashlets can be customized by writing some custom code in custom directories you can change the order of the two tabs by copying the file clients\base\views\inactive-tasks\inactive-tasks.php to custom\clients\base\views\inactive-tasks\inactive-tasks.php and then setting the second tab to active, like this:

        'tabs' => array(
        array(
//old:      'active' => true,
            'filters' => array(
                'status' => array('$equals' => 'Deferred'),
            ),
            'label' => 'LBL_INACTIVE_TASKS_DASHLET_DEFERRED',
...            
        ),
	0 => 	
        array(
            'active' => true, // new
            'filters' => array(
                'status' => array('$equals' => 'Completed'),
            ),
            'label' => 'LBL_INACTIVE_TASKS_DASHLET_COMPLETED',

    After a QR&R and opened in a new browser session  the dashlet opens with an active "completed" tab  .

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

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