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Thread: How to integrate a custom field in accouns between contacts

  1. #1
    awcalien8 is offline Junior Member
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    Default How to integrate a custom field in accouns between contacts

    I creat a dropdown field in account and want to see this on contact info...

    the contact must inherits the account dropdown status

    Any help?

  2. #2
    ruchida's Avatar
    ruchida is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How to integrate a custom field in accouns between contacts

    You'll need to create a custom field in the Contacts module, that retrieves the value (of the drop down list) from its parent account.
    Ryuhei Uchida
    CEO, OpensourceCRM, Inc
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  3. #3
    awcalien8 is offline Junior Member
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    Default Re: How to integrate a custom field in accouns between contacts

    I have create a custom field.. using the same dropdown
    but details view is not updated with account status

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How to integrate a custom field in accouns between contacts

    You need to update the displayParams attribute for account_name into custom/modules/Contacts/metadata/editviewdefs.php this way:

    PHP Code:
                'displayParams' =>
                array (
                  
    'field_to_name_array' => array(
                    
    'id' => 'account_id',
                    
    'name' => 'account_name',
                    
    'status' => 'status_c',
                  ),
                  
    'additionalFields' => array(
                    
    'status' => 'status_c',
                  ),
                  
    'billingKey' => 'billing',
                  
    'shippingKey' => 'shipping',
                ), 
    Cheers
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  5. #5
    Guyom is offline Member
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    Default Re: How to integrate a custom field in accouns between contacts

    Hello,

    I am very interested in this modification as I would like to display to Account custom fields in the Contact details.
    The two fields from accounts would be 'Sector' (originally industry) and 'Membership Type', both fields are MultiSelect fields linked with drop-down lists.



    If I'm not mistaken, I have to create custom fields in the contact module and add some lines into the custom/modules/Contacts/metadata/editviewdefs.php

    I gave a try with the 'Sector' field, I went to the 'displayParams' attribute for account_name and made the modifications as follows:

    PHP Code:
    'displayParams' => 
                array (
                  
    'key' => 'billing',
                  
    'copy' => 'primary',
                  
    'billingKey' => 'primary',
                  
    'Sector ' => 'sector_c',
                  
    'additionalFields' => 
                    
    'Sector ' => 'sector_c',
                  array (
                    
    'phone_office' => 'phone_work',
                  ), 
    For the 2 following lines, I couldn't find them in my original file and I was wondering whether it was part of the modification or if it was supposed to be in the original file (before modification)...
    PHP Code:
    'field_to_name_array' => array(
                    
    'id' => 'account_id'
    I decided to modify the code anyway by trying to keep the same logic.

    Unfortunately, it doesn't work properly
    The Sector field is shown in Studio and I added it to the DetailsView layout but when I check in the Contact module, the field appears but the content is empty.

    I assume my modification is wrong but as I am not a real developer, I don't know exactly what to do
    Could someone please help me on this?


    And also, I would like to be able to make a Contact search with those two custom fields (sector and membership), is there a similar modification that I could make for the Advanced Search layout in the contact module?

    Thanks a lot to who can help me

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