Good day.
I want to add field that should contain link to related some module item, but modules can changes.
For example, this field that I need should be at Accounts and should contains links to Calls, Emails, Meetings etc objects. And I can choose module and object like
How to do this field?
[note: This was written before the question was tagged with 'suitecrm'. While SuiteCRM is based on SugarCRM CE 6.5, there are many differences between their current versions, so not everything stated below might apply to SuiteCRM.]
That field type is called flex relate field.
In regular Sugar each module can only have one field of that type.
It is saved in the database as parent_type (containing the linked module's name) and parent_id (containing the linked record's id).
The modules you can choose from are defined by the dropdown list parent_type_display and can be changed there.
(The list's values are supposed to be the modules' technical name as seen in the URL and database fields; its labels can be anything).
If you want different lists available in different modules, you can do that via code by overriding the list name in the options attribute of each modules parent_type field's VarDefs.
Instructions on how to create flex relate fields in Module Builder and Studio can be found in the official documentation: https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Creating_a_Flex_Relate_Field/
Related
I'm not getting this dropdown in front as i have created a custom control combo of tree behaviour.
By reference to this doc: Add a custom field to a work item type (Inheritance process), we can add a custom field to support tracking data requirements you have that aren’t met with the existing set of fields.
Currently, the field Area Path and Iteration Path are existed datatype as Tree path, but their value are defined in Project configuration page and Team configuration page by reference to this doc: Define area paths and assign to a team and Define iteration paths and configure team iterations.
However, tree type is not available in new field, as below.
In addition, this is indeed a good suggestion. You can create a suggestion ticket here. The product group will review these tickets regularly, and consider take it as roadmap.
What is the best way to allow backend users to edit variables?
For example, I have a TYPO3 that sends out various e-Mail notifications and I want the backend users to be able to globally change the recipients. I started with template constants, until I found out, that backend users cannot edit the "template" module.
So what would be the best way to achieve this? I'm using Typo3 8.7.7
I would create a configuration record which can be edited by the backend users.
one way would be to include one file from fileadmin/ into the constants definition of typoscript. This file editors could change. But that could be a security risk, as the editors could define any constants.
the next option would be to define additional fields to the pages record, where these values could be set by any editor. In typoscript you access the field (maybe with slide = -1, so the value needs to be set just once)
another option: add these fields to a (special?) CE (ContentElement).
last option: use std CEs (e.g.HTML-content) at special pages or columns and use the content field (bodytext). (HTML-content has the advantage that the bodytext field is stored unmodified.)
Cleanest and leanest option would be option two (additional fields to table 'pages'). Option three and four are possible with pure typoscript, but you need to use CONTENT or RECORD object. If you use fix uids: remember that your editors might delete the CE and add a new CE with the same content (but another uid)
Addition:
As #Thomas-Löffler in his answer said:
you also can add a new kind of record/table, where an editor can insert or change the global values. Handling is like pages or tt_content. you can differ if your records are global (pid = 0, or special storage page) or dependent on page tree (rootpath), so you can have differnt values for different page subtrees.
I like Thomas‘ answer for providing a dedicated place to store the configuration option instead of putting it e.g. to pages because your configuration option is not bound to a page context.
Nonetheless for me personally it feels a bit odd to create a dedicated table for it. A table that would never hold more than one record.
That leads me to the conclusion that a key-value storage would be the right thing to use. Fortunately, TYPO3 ships System Registry. The only downside is that there‘s no interface for it so you‘d have to come up with your own forms to fill it. That‘s much easier if you go with Thomas‘ solution…
A clean and easy way is setting up a backend module with a form to set the email addresses.
Then you can grant the access right to a specific group or user and they are ready to go.
A little background:
I have 2 entities (Product and Case). The product entity will hold all product records. A section in the Case will have the ability to choose products and auto-populate all related fields that are located in the product record for that specific product. For example, Product record has fields like hazardous, range, lot ect. The same field appear on the Case record. These fields should only be populated based on the product that was selected.
I was able to accomplish the above by creating a 1:N relationship and adding it to my Case form. I then created a workflow to populate the related fields (hazardous, range, lot ect). However, these fields only populate when the record is saved. Is there a way to make it update the fields once the product is chosen?
I want to refrain form using any type of JavaScript. If possible, I would like to strictly use workflows to accomplish this (if at all possible).
Real time information in your case can be only accomplished by using JavaScript. Maps works too but they have a special behavior.
Workflows that fire when the record is created only execute after all core operations are done (Native logic, Plug-in logic...) and you can't fire workflows if the record is not created.
So using workflows is a good idea even if you can't see the information
Im using a Page (type Folder) to show all records with this pid. Is it possible group these records somehow? Theres a field in my DB called "vid", which contains the uid of some other records. I want the records in my folder to be grouped by this uid. Any suggestions? (Using Typo3 4.6.3)
Ok, then the simple answer is No. Grouping is not possible with the default backend list view module. You can sort, and search/filter there, but not more. You may write a custom backend module that does the trick for you.
What I could also imagine is to use the export function in the list module (there is a button somewhere) and then do the grouping with your favorite spreadsheet tool (like excel). Depending on how often you need this feature that may be a simple workaround that does not require and additional coding.
Is there a way to detect that a record being inserted is the result of a clone operation in a trigger?
As part of a managed package, I'd like to clear out some of the custom fields when Opportunity and OpportunityLineItem records are cloned.
Or is a trigger not the correct place to prevent certain fields being cloned?
I had considered creating dedicated code to invoke sObject.Clone() and excluding the fields that aren't required. This doesn't seem like an ideal solution for a managed package as it would also exclude any other custom fields on Opportunity.
In the Winter '16 release, Apex has two new methods that let you detect if a record is being cloned and from what source record id. You can use this in your triggers.
isClone() - Returns true if an entity is cloned from something, even if the entity hasn’t been saved.
getCloneSourceId() - Returns the ID of the entity from which an object was cloned.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_sobject.htm#apex_System_SObject_getCloneSourceId
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_sobject.htm#apex_System_SObject_getCloneSourceId
One approach, albeit kind of kludgy, would be to create a new field, say original_id__c, which gets populated by a workflow (or trigger, depending on your preference for the order of execution) when blank with the salesforce id of the record. For new records this field will match the standard salesforce id, for cloned records they won't. There are a number of variations on when and how and what to populate the field with, but the key is to give yourself your own hook to differentiate new and cloned records.
If you're only looking to control the experience for the end user (as opposed to a developer extending your managed package) you can override the standard clone button with a custom page that clears the values for a subset of fields using url hacking. There are some caveats, namely that the field is editable and visible on the page layout for the user who clicked the clone button. As of this writing I don't believe you can package standard button overrides, but the list of what's possible changes with ever release.
You cannot detect clone operation inside the trigger. It is treated as "Insert" operation.
You can still use dedicated code to invoke sObject.Clone() and exclude the fields that aren't required. You can ensure that you include all fields by using the sObject describe information to get hold of all fields for that object, and then exclude the fields that are not required.
Hope this makes sense!
Anup