I'm customizing a SugarCRM 5, and in my SugarCRM database I have all invoices which were imported from our ERP. Now, I would like to know if it is possible to create a new sub-panel in the Accounts Panel without editing the original SugarCRM files, so that my client invoices index are visible in that interface.
Last time I checked, you could use the module builder to extend the interface. From 5.0 (or maybe 4.x) on, Sugar added all those APIs, which should enable you to extend SugarCRM without hacking it in and losing it with the next upgrade.
Hope that helps!
You can create a new module - Invoices using Module Builder and then add relations between Accounts and Invoices. The subpanels will appear for both - Accounts and Invoices without any coding. You should just customize the columns again using Module Builder.
as stated above, create invoices module to hold all your invoices, but before doing import make relationship with accounts and map the account field when importing so the invoice is automatically connect in subpanel and shown
Basically, the Account name should be a related field in your new invoices module (base the module creation on something like QUOTES that has similar fields. Once you create the module (so simple you can almost guess your way through it in the ADMIN section) and the fields you like (using Studio) just add the RELATED field Account Name and the sub-panel will be established in your ACCOUNTS module and the invoice will magically populate, especially if you re-install them using the import feature from a CSV file (spreadsheet).
You can create sub-panels in account modules details view by just giving relationship within two modules. Create a one-to-many relationship from Account module to Invoices module.
Related
Specifically, I want to be able to use Dexterity content that has a z3c relationfield pointing to a user in acl_users.source_users. The Plone documentation demonstrates how to create relations in the schema using plone.formwidget.contenttree, but the binders all seem to be based on catalog searches. Since users aren't content in this sense they aren't cataloged.
I'm not sure if this is even the best approach, but being able to link to a user seems simple as an abstract concept. I suppose the alternative would be to store the userid as a simple string field and listen for user management events.
There are two possible approaches:
(1) low-level indexing of relationships between content and users, possibly collective.subscribe (disclosure, I am the principal author, and the only example of this in use is collective.inviting, an event RSVP add-on). There are no widgets or UIs for this.
(2) If you simply want to pick users, you could just use a Choice field in your schema with a dynamic vocabulary of users in your system (example), and store the user-id on your content (unrelated warning: user name and user id can be distinct from each other; if you use email as login in Plone 4, I suggest you use collective.emaillogin4). The content tree widget is not going to work here, so look at either using a drop-down (for <200 users) or an auto-complete widget).
I wanted to create a new module in my copy of Sugar CRM. I selected a package, and went to create a new module (using module builder). The last field in the form asks to select a module type . If we select module type, say, user, then around 10-15 fields comes up in the module. These cannot be edited. But I wanted to create a module which would consists of only those elements I wanted to. So is there any way to create a new module without having those fields?
For example, I wanted to create a module called 'donation' which would contain the list of all donations made by the users (1 'User' can make MANY 'donation'). Since user field will
always contain all the user detail (example, first name, last name, email etc), so we do not repeat them for each donations made by the user. So donation module should contain only field like
["user-id", "donation-amount", "payment-method", "cc-number"].
Any Sugar usercan help me in this issue?
Thanks.
Just simply hide the unwanted fields on the various views. Some of these fields are basically required by the framework in one way or another (name, date_modified, etc). But it doesn't mean that you need to utilize them. The other additional fields could be removed from the vardefs.php if desired, but it isn't worth the hassle usually.
I have created a content type called "Event". For each event, I would like to be able to specify contacts (people in charge of organising).
Therefore I would like to add a field "Contact" to the Event type, where a widget would give access to the list of users. One could then pick one or several users.
This field would be displayed as a list of links to the profiles of those users.
I seem to remember there was a module providing that widget in Drupal 6, but I am now using Drupal 7, and haven't been able to find the necessary module!
Thanks!
(NB: I'm not using the Event module, but Date + Calendar.)
Here are two possible options you can check out:
Entity Reference module - can reference user entities
Provides a field type that can reference arbitrary entities
Relation module
Relation is an API module and storage model for both simple and the
most complex relations between entities. The module can handle both
directional and symmetrical relations very well.
I am developing project with symfony 1.4 using sfguard plugin and propel orm. I have some tables related to sf_guard_user table. I have to show these tables all together on admin interface. But sfguard plugin only allow adding one table which is named as sfuserprofile. When I created this table, I can reach the columns of this tables from generator.yml.
But I have to add so many data to database which is related to user such as location, detailed address, tel numbers and of course all of associated tables. I can not store all of them on sfuserprofile table. I have create some tables such as user_profile, user_address_details, user_album_images etc. But I could not integrate all of these tables except user_profile table to generator file.
I have red the read me file but I could not find any clues. Is it possible adding another table column to sfguard generator file.
Edit:
The solution is merging the target form classes in userprofile form class.
Either use partials (fields defined with _ in front of them) or define getters in you sfGuardUser model for each field you want to display. More information http://www.symfony-project.org/book/1_2/14-Generators (look for Custom Fields and Partial Fields).
That is a symfony 1.2 documentation. Some of the things are different in symfony 1.4, but it's enough info there to get you going on the right track.
I have the following scenario:
My website db has a system table called "Companies", which includes an id field, companyName field, and companyImageUrl field.
How do I set up an umbraco document type for adding entries to this table ?
Maybe I shouldn't use a custom table at all ?
Thanks.
As far as I know, Umbraco doesn't support what you want to do out of the box (mapping a document type to a table that isn't part of the umbraco core).
One approach that might work is to create an action handler that syncs a Company doc type to your table when creating a node of that type.
It's a bit of a hack though. I've found that I've very rarely needed to create custom tables. What exactly are you trying to do with it? My guess is that you don't really need it and would be better off working with a doc type instead. Umbraco provides a variety of ways to get and act upon doc types from within custom C# code (check out the umbraco.NodeFactory namespace). You'll also get the added benefit of being able to easily interact with these nodes from XSLT/Razor.