7.6 - Create Opportunity and RLI simultaneously - change available RLI fields...?

We have recently upgraded to v7.6 of Sugar, and one of the great new features is the ability to create an Opportunity and its associated RLIs simultaneously.

However, I cannot see how you can change what fields are available when you create the RLI underneath the opportunity. For example, we do not use the "Best" and "Worst" value fields - we simply use "Likely".

Presumably there is somewhere I can change these fields in Studio...? If so, please can someone tell me where! It is in none of the obvious places...

Thanks!

Parents

0 Dan Kallish over 8 years ago

Hello Philippa,

If you are looking to change the fields that display in the Revenue Line Items subpanel in Opportunities, you would navigate to Admin > Studio > Opportunities > Subpanels > Revenue Line Items.

If you are looking to change the fields that display when editing a Revenue Line Item, you would navigate to Admin > Studio > Revenue Line Items > Layouts > Record View.

Regards,

Dan Kallish
SugarCRM Support

Learning Resources: http://support.sugarcrm.com | http://university.sugarcrm.com | http://community.sugarcrm.com
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Christy Smith over 8 years ago in reply to Dan Kallish

I'm having the same problem. We don't use very many of these fields at all. While working on our 7.6.1 upgrade with Sugar Support, the agent mentioned that these fields cannot be customized, but there's a bug/feature enhancement in place to allow edits. I wasn't able to get that ticket number, but if I can find it, I'll come back and share it here.
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Alan Beam over 8 years ago in reply to Christy Smith

Hi Christy,
The bug report for this issue can be found here. It is currently (tentatively) slated for a fix in 7.8, but that is subject to change. Also note that the bug report mentions a code customization that lets you modify this layout:
Layout appears to be defined explicitly via : /modules/RevenueLineItems/clients/base/views/subpanel-for-opportunities-create/subpanel-for-opportunities-create.php requiring a code-level customization, probably mirroring the custom files created when normal subpanel layout is edited for RLI on Opportunities, with changes in custom directory.
I hope that helps!
-Alan
Cancel
Vote Up +3 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Alan Beam over 8 years ago in reply to Christy Smith

Hi Christy,
The bug report for this issue can be found here. It is currently (tentatively) slated for a fix in 7.8, but that is subject to change. Also note that the bug report mentions a code customization that lets you modify this layout:
Layout appears to be defined explicitly via : /modules/RevenueLineItems/clients/base/views/subpanel-for-opportunities-create/subpanel-for-opportunities-create.php requiring a code-level customization, probably mirroring the custom files created when normal subpanel layout is edited for RLI on Opportunities, with changes in custom directory.
I hope that helps!
-Alan
Cancel
Vote Up +3 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 Christy Smith over 8 years ago in reply to Alan Beam

Thanks, Alan-- much appreciated!
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel