Target list can add account

[eddiechen]

manual build a relation in account and targetlist

check the attachement.

upload to the custom , repair and rebuild.

Now you can build a list of account.

[gasgas]

Nice function.
I was looking around for something similar.

The only problems is that lacks of a 'select all' button, in order to select all accounts at one time.

Bye.

[eddiechen]

add the below , you can select more in one time.

SugarCE-Full-5.1.0c/custom/modules/ProspectLists/Ext/Layoutdefs/layoutdefs.ext.php

 <?php 
 //WARNING: The contents of this file are auto-generated
 
 
// created: 2009-01-06 23:23:02
$layout_defs["ProspectLists"]["subpanel_setup"]["accounts_prospectlists"] = array (
  'order' => 100,
  'module' => 'Accounts',
  'subpanel_name' => 'default',
  'sort_order' => 'asc',
  'sort_by' => 'id',
  'title_key' => 'LBL_ACCOUNTS_PROSPECTLISTS_FROM_ACCOUNTS_TITLE',
  'get_subpanel_data' => 'accounts_prospectlists',
'top_buttons' => array( 
    array('widget_class' => 'SubPanelTopCreateButton'), 
    array( 
        'widget_class' => 'SubPanelTopSelectButton', 
        'popup_module' => 'Accounts', 
        'mode' => 'MultiSelect',  
    ), 
),  
 
 
 
);
 
 
?>  

[Editha]

This is perfect and exactly that what I need at the moment.

Only the additional 'top_buttons' definition must be added in file

sugarroot/custom/Extension/modules/ProspectLists/Ext/Layoutdefs/customaccounts_prospectlists.php
instead of
sugarroot/custom/modules/ProspectLists/Ext/Layoutdefs/layoutdefs.ext.php

else it will be overwritten at the next repair&rebuild

[isispavia]

Dear eddiechen,
I've uploaded your files, everything seems fine, I can add one/multiple account to a target list, but, even if I see the account selected in ProspectList's detailed view, the Total Entries still remain at 0....
It seems there's no association...

[Tonetti]

Hi eddiechen,
I can't upload the file in attachement. It gives me:
"The zip file is missing a manifest.php file. Cannot proceed".
In the zip file, actually, there's not manifest.php.
Should I create it or what could be the problem ?

Thank you
Bye

[Antanas0001]

This is the correct way to create a relationship between prospect list and accounts:

'prospect_list_accounts' => array( 'lhs_module'=> 'ProspectLists',
'lhs_table'=> 'prospect_lists',
'lhs_key' => 'id',
'rhs_module'=> 'Accounts',
'rhs_table'=> 'accounts',
'rhs_key' => 'id',
'relationship_type'=>'many-to-many',
'join_table'=> 'prospect_lists_prospects',
'join_key_lhs'=>'prospect_list_id',
'join_key_rhs'=>'related_id',
'relationship_role_column'=>'related_type',
'relationship_role_column_value'=>'Accounts'
),

[Tonetti]

Hi Antanas,
actually there's only a relation between account and prospectlist
which is in 'accounts_prospectlistsMetaData.php'.
So my question is: Have I to create a new relation
between prospectlist and accounts following your instructions?

Thanks
Bye

[chrislynch8]

I this is extactly what I was looking for in this post here Tracker List from Accounts.

I have added the top button options to lets me select a Report from Accounts. I have it appearing and when I press Select From Reports I get the option to select my Account Reports, when I choose the one I need it closes the popup window but it is not adding the results from the report into my Target List.

Has anyone else had this isse?

Rgds
Chris

[nicpon]

This is almost exactly what I'm looking for, but I needed it to work with my custom module. I followed the suit of implementing it for Accounts module, but I replaced all instances of Accounts with my custom module and almost everything works.
I can create target lists with my custom module and records do get attached. However, when I view the campaign its showing 0 in Targets in List column. When I click on the specific target list I can see the records from custom module and corresponding emails. Where is the definition of what campaign uses to get those emails? I assume that my module is not used during that computation, any other ideas anyone?
I'm on 5.2 and the base for custom module is Person