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Customize header by adding a field

Renee Pickard

Is there a way to add a field to a record view header (ex. like contacts the header at the top that shows the Module Icon, Salutation, First Name, Last Name), specifically a Middle Initial field?

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  • 0

    Hi Renee,

    This is an excellent question!

    It is not possible to reconfigure the header using only the features within the application, such as Studio. However, it is possible using custom code. Would you be interested in learning more about how the record view can be edited to include a field in the header?

    Regards,
    Patrick McQueen
    Director, SugarCRM Support

  • 0 in reply to Patrick McQueen

    Yes i certainly would! please point me in the right direction. :) 

  • 0 in reply to Renee Pickard

    Hi Renee,

    For guidance in writing custom code for Sugar, I recommend posting your question in our DevClub here: https://sugarclub.sugarcrm.com/dev-club/f/questions-answers

    In the meantime, to get you started, here are my notes on the subject.

    Editing the Contacts module RecordView in Studio will produce or update a file at: 

    custom/modules/Contacts/clients/base/views/record/record.php

    This file contains an array for the panel_header that contains picture, name, favorite, and follow.

    An array for a field can be added to this panel_header array, making the field appear in the header.

    Formatting the header, location of the field, and its width appear to require additional code changes, potentially including changes to CSS. I have not experimented with such code changes

    You mentioned wishing to a add a middle name. This could be tricky especially if you want it between first name and last name, as the three name fields are combined into a single name array. I did not have success attempting to add a custom field to that name array. I only succeeded at adding a custom middle name field after, or to the right, of the name fields.

    I hope this was helpful in getting you started.

    Regards,
    Patrick McQueen
    Director, SugarCRM Support

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  • 0 in reply to Renee Pickard

    Hi Renee,

    For guidance in writing custom code for Sugar, I recommend posting your question in our DevClub here: https://sugarclub.sugarcrm.com/dev-club/f/questions-answers

    In the meantime, to get you started, here are my notes on the subject.

    Editing the Contacts module RecordView in Studio will produce or update a file at: 

    custom/modules/Contacts/clients/base/views/record/record.php

    This file contains an array for the panel_header that contains picture, name, favorite, and follow.

    An array for a field can be added to this panel_header array, making the field appear in the header.

    Formatting the header, location of the field, and its width appear to require additional code changes, potentially including changes to CSS. I have not experimented with such code changes

    You mentioned wishing to a add a middle name. This could be tricky especially if you want it between first name and last name, as the three name fields are combined into a single name array. I did not have success attempting to add a custom field to that name array. I only succeeded at adding a custom middle name field after, or to the right, of the name fields.

    I hope this was helpful in getting you started.

    Regards,
    Patrick McQueen
    Director, SugarCRM Support

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