Target List as a Sub- panel

as I know this is a use case for development

hey Alexandra

Fortunately, I have a solution for you, configured with no coding

I used Logic Builder for Sugar configuring tool (its a cloud tool) to configure logic hooks:
1) whenever Contact or Lead record is linked to Target List, it receives a Tag with name "TL: <targetlistname>"
2) whenever Contact or Lead record  is unlinked from Target List,, the Tag with name "TL: <targetlistname>" is removed

Therefore, whenever you open the Record view for the Contact or lead you may see all the TL this record currently belonds to
This approach also enables the OOTB list view filtering and Reports to select Contacts and Leads records that belongs to the TL

There are 4 ready-to-use upgrade safe logic hooks that implement the solution
You are welcome to use them freely (I tested them for vanilla Sugar demoinstance, but you can try too),
you may install them via Module Loader
0083.z20200918_flowchart_lb5f6498ea46ee15_55453557.zip

2084.z20200918_flowchart_lb5f6498e3491764_29892914.zip

0257.z20200918_flowchart_lb5f6498dfc702a8_38177271.zip

6431.z20200918_flowchart_lb5f6498dc3724d3_50818494.zip

To give you an idea of how the implementation is done:
1. Sign in logicbuilder.integroscrm.com
2. Draw flowchart logic
3. Generate zip file in a click

Here is the logic hooks logic that is triggered on the Contact is linked to Target List and on the Contact is unlinked from Target List.
You may read both by following the white stripe

Lookin forward to your feedback,

Cheers,
Dmytro

Thanks for the help!

Hi Alexandra Gabriel,

The link/relationship already exists between Contacts/Leads and Target Lists - so all we have to is to enable the Subpanel in the code. Create a file custom/Extension/modules/Contacts/Ext/clients/base/layouts/subpanels/subpanel_for_target_lists_contacts.php with contents:

<?php
// Adds a Target-List subpanel to Contacts module
$viewdefs['Contacts']['base']['layout']['subpanels']['components'][] = array(
    'layout' => 'subpanel',
    'label' => 'LBL_PROSPECT_LIST',
    'context' => array(
        'link' => 'prospect_lists',
    ),
);

Same goes for Leads module.

If you need package version of this, you can create a simple package as described here: https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_That_Copies_Files/

If you need help with any of these steps, please let me know.

Years ago I created a little module loader package which adds the TargetLists Subpanels in Accounts,Contacts,Leads and Targets. I just tested it for version 10 and 11.

 1234.TargetlistSubpanels.zip

Hello Harald,

It works! Much appreciate! Can we use your extension pack freely for the subscribers?

I wonder why the code adjustments that enable the list of target lists the ACL records belong to, are not included in Sugar out-of-the-box for years - this CRM view totally makes sense. Any ideas?

This code should be known to every developer, so you surely can use it freely, but no warranty from my side.

I remember it was introduced in a 6.x version already but then perhaps forgotten in the migration path.

Nice one Harald Kuske
It is odd that the relationships exists, and also the option in 'Select Module Tabs and Subpanels' is there to display it as well, but actual display code is missing from Core.

maybe you know who to ask in product development to include on next update?

Hi Harald,

Thanks a lot for the package but I can't make it work on Sugar 11.3 instance. Is there anything I should change ?

I checked with another subpanel but no difference on the code. The relation is correctly named "prospect_lists". 

Not working on Accounts, Contacts or Leads module.

Thanks in advance for your feedback.

Enes

Forget about that, the module Target Lists was hidden in the admin panel :) I fixed it and it works :-)

Thanks a lot !

Enes