searching for contacts with industry stored in account

Hi Dirk,

There would be two solutions to be able to do this:

a. Create a new field in the Contacts module which has the following Calculated formula:

related($accounts,"industry")

Then add this field to as a Search option for the Contacts module from within Studio. When viewing the List View of the Contacts module, the newly created field should be available as a filter option.

* please note that you will need to Recalculate values for all Contacts initially to allow this to work.

b. Create a Report based on the Contacts module which has a Run-time filter based on Contact >> Account >> Industry. You can then add the required fields for the report and then choose the required industry when viewing the report.

Hope this helps.

-Chris

Hi Dirk,

There would be two solutions to be able to do this:

a. Create a new field in the Contacts module which has the following Calculated formula:

related($accounts,"industry")

Then add this field to as a Search option for the Contacts module from within Studio. When viewing the List View of the Contacts module, the newly created field should be available as a filter option.

* please note that you will need to Recalculate values for all Contacts initially to allow this to work.

b. Create a Report based on the Contacts module which has a Run-time filter based on Contact >> Account >> Industry. You can then add the required fields for the report and then choose the required industry when viewing the report.

Hope this helps.

-Chris

Hello Chris,

Thank you for fast answering. I should have said that I'm using Version 6.5.16 (Build 1082) of sugarcrm, the community edition. So I didn't find a way to use your suggested solution. Is there a way to do it similar?

regards,

Dirk

Dirk,

You should be able to accomplish this by adding the following code-level customizations (3 files in total):

1. In the file:

./custom/modules/Contacts/metadata/SearchFields.php

add:

  'account_industry' =>
  array (
    'query_type' => 'default',
    'db_field' =>
    array (
      0 => 'accounts.industry',
    ),
  ),

2. In the file:

./custom/modules/Contacts/metadata/searchdefs.php

add:

      'account_industry' =>
      array (
        'name' => 'account_industry',
        'label' => 'LBL_ACCOUNT_INDUSTRY',
        'default' => true,
        'width' => '10%',
      ),

3. In the file (create it if needed):

./custom/modules/Contacts/language/en_us.lang.php

add:

<?php
// created: 2016-04-25 18:21:22
$mod_strings = array (
  'LBL_ACCOUNT_INDUSTRY' => 'Industry',

(Only add line 4 if you already have this file created)

4. Run a Quick Repair & Rebuild in Admin > Repairs.

5. You should now have this field available in the Contact Search layout and be able to search on it.

Hope this helps,

Lori