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relatedlist for all documents of an account - Printable Version

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relatedlist for all documents of an account - opto - 08-19-2015

This is an feature request / not sure where to put that. I once did this myself for vt 5.3 but obviously, it does not work any longer.

What can be of interest is, in organisations, a document relatedlist that covers all documents related to a company.

So it would combine related documents from quotes, sales orders, invoices, contacts etc. (all only if related to this organisation) in one listing.

That helps to find things: did he store the tender documents under the quote or the sales order?
Is the packing list in sales order or invoice? etc.

Klaus


RE: relatedlist for all documents of an account - joebordes - 08-19-2015

This does sound like a good idea. Why wouldn't your change work on VT5.4 or coreBOS? I would imagine this as a special (big) query that returns results for the list. That should keep working in all three versions.

If you can share the code you had maybe I can adapt it....

In any case I registered a feature request so it doesn't get lost: http://corebos.org/development/view.php?id=323


RE: relatedlist for all documents of an account - opto - 08-19-2015

(08-19-2015, 08:31 PM)joebordes Wrote: This does sound like a good idea. Why wouldn't your change work on VT5.4 or coreBOS? I would imagine this as a special (big) query that returns results for the list. That should keep working in all three versions.

If you can share the code you had maybe I can adapt it....

In any case I registered a feature request so it doesn't get lost: http://corebos.org/development/view.php?id=323

my code was in vt 5.2.1, then I didn't bother to put it into 5.3 but am still missing the functionality.
Opposed to other code (web2project, weberp), I didn't find vt especially easy to understand.

Maybe I can dig it out of 5.2 and post it.

Klaus


RE: relatedlist for all documents of an account - saidmsl - 08-26-2015

Hi,

do you have the query for that?

i have some doubts about the tables : vtiger_attachments, vtiger_notes, vtiger_senoterel and vtiger_seattachmentrel
on their usage and logic

i could prepare the related list grid then


RE: relatedlist for all documents of an account - opto - 09-01-2015

well, it must be pre 5.2, as it is not in that source code.
Need to find out where the pre 5.2 code is.

Klaus