This is what I need to achieve:
- Add an action in the module action menu.
- Open a custom layout on click of this action.
- In the custom view show 4 fields of account(name, type, date created and 'member of')
I have only achieved the action part that is added the button in fly-out menu of "Account" on sidebar now I need to create the view and open it. Help is appreciated.
I am just learning so this has to be a dummy view that will mock adding a new lead.
Hi SSS
Before going further down a route of custom development, have you considered using Sugar's dropdown-based layouts? While you're saying 'lead', it looks like you are looking to provide a simplified layout for account record creation. Using the dropdown-based layout approach, you could define your simple layout for record creation and have the dropdown default to that value so all record creations in the Accounts module show that layout. If you only want that simplified layout during the create process, you could then have SugarBPM update the dropdown value to trigger a different layout once the account is created.
Chris
Hi SSS
Before going further down a route of custom development, have you considered using Sugar's dropdown-based layouts? While you're saying 'lead', it looks like you are looking to provide a simplified layout for account record creation. Using the dropdown-based layout approach, you could define your simple layout for record creation and have the dropdown default to that value so all record creations in the Accounts module show that layout. If you only want that simplified layout during the create process, you could then have SugarBPM update the dropdown value to trigger a different layout once the account is created.
Chris
