In Sugar's Winter '18 release we introduced a new dashlet that helps users navigate and search the product catalog and add items to a quote easily without leaving the quotes UI (see this blog post for more information). There are many other places in Sugar where users need to be able to access the product catalog, so in the Spring '18 release we're making it available everywhere.
Enterprise Edition users who work with opportunities will notice that the Product Catalog Dashlet is now available in the opportunity create drawer. They'll be able to easily find any item in their catalog and review the details of a specific item by opening the detail drawer as they create a new opportunity. If they're using revenue line items, they'll be able to add a line item to an opportunity simply by clicking on the product's name.
The dashlet can be added to dashboards in opportunities record view as well. If you're using revenue line items, you can continue adding line items to your opportunity in record view by clicking on product names in the dashlet.
When users add the Product Catalog Dashlet to a module record view with an RLI subpanel -- the accounts module, for example -- clicking a product in the dashlet will open the RLI create drawer and automatically populate the relevant fields with values from the product catalog record.
In modules that do not have an RLI subpanel, or in list views, or the homepage, users will still be able to navigate the catalog hierarchy and open the details of a single product in a drawer, but will not be able to create RLIs or QLIs.
Users will be able to add the dashlet to any dashboard in Sugar by default. If a user needs the product catalog on their home page, they just need to add the dashlet to their home dashboard.
If an administrator needs to limit access to the dashlet, or make it available only in certain modules, they can do this by adding a module white list to the dashlet metadata. The 'filter' => array section of the code below limits the dashlet to the Accounts, Opportunities, Quotes and Revenue Line Items modules.
// ADD TO /custom/modules/Quotes/clients/base/views/product-catalog-dashlet/product-catalog-dashlet.php
$viewdefs['Quotes']['base']['view']['product-catalog-dashlet'] = array(
'dashlets' => array(
array(
'label' => 'LBL_PRODUCT_CATALOG_DASHLET_NAME',
'description' => 'LBL_PRODUCT_CATALOG_DASHLET_DESC',
'config' => array(
'module' => 'Quotes',
),
'preview' => array(
),
'filter' => array(
'module' => array(
// These are the only modules the dashlet is allowed on
'Accounts',
'Opportunities',
'Quotes',
'RevenueLineItems',
),
'view' => array(
'record', // Allowed on Record Views - removing this means dashlet is not allowed on Record View
'records', // Allowed on List Views - removing this means dashlet is not allowed on List View
)
)
),
),
);
We've also made a couple small usability improvements to the dashlet in the Spring '18 release:
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