Customizing the Opportunity ListColumns in other modules - Printable Version +- CoreBOSBB (https://discussions.corebos.org) +-- Forum: Support (https://discussions.corebos.org/forum-17.html) +--- Forum: Administrator Support (https://discussions.corebos.org/forum-8.html) +--- Thread: Customizing the Opportunity ListColumns in other modules (/thread-2081.html) Pages:
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Customizing the Opportunity ListColumns in other modules - gedas - 01-19-2021 Hello, I am trying to customize the Opportunities ListColumns that should be listed in different modules in More Information tabs with Business Map. But it does not show any custom field values from Opportunity module and some default fields already existing in Opportunities. The ListColumn map picks the correct column name, though. Other ListColumns BM work fine (i.e. SalesOrder in Account, PurchaseOrder in Products, etc.) Also tested this on demo.corebos.com, which behaves the same as our copy. Maybe I am doing something wrong? BM name: Potentials_ListColumns Map Type: List Columns Target Module: Organizations Example of BusinessMap Content: <map> <originmodule> <originname>Potentials</originname> </originmodule> <relatedlists> <relatedlist> <module>Accounts</module> <linkfield></linkfield> <columns> <field> <label></label> <name>potentialname</name> <columnname></columnname> {optional} </field> <field> <label></label> <name>related_to</name> <table></table> {optional} <columnname></columnname> {optional} </field> <field> <label></label> <name>cf_630</name> <table></table> {optional} <columnname></columnname> {optional} </field> <field> <label></label> <name>modifiedtime</name> <table>vtiger_crmentity</table> {optional} <columnname>changedon</columnname> {optional} </field> <field> <label></label> <name>amount</name> <columnname></columnname> {optional} </field> <field> <label></label> <name>closingdate</name> <columnname></columnname> {optional} </field> <field> <label>Assigne To</label> <name>assigned_user_id</name> <table>vtiger_crmentity</table> {optional} <columnname></columnname> {optional} </field> </columns> </relatedlist> </relatedlists> </map> RE: Customizing the Opportunity ListColumns in other modules - radu - 01-19-2021 You have to modify the example in the documentation with your own definitions. Delete empty columns and words like 'Optional', you have to only have the definitions in the syntax I mean clean up things like this: <field> <label></label> <name>related_to</name> <table></table> {optional} <columnname></columnname> {optional} </field> or the comments like {optional}. I would recommend you start with fewer columns and keep adding and see if it is ok. A normal column would be defined like this <field> <label>Quote No</label> <name>quote_no</name> </field> label - what you want to appear in column name name - name of the field you want in. Maybe some fields will require more than that, you may encounter those. custom fields usually works And update your code if it's older than autumn 2020, I think the custom fields problem was solved then. RE: Customizing the Opportunity ListColumns in other modules - Svemar - 02-02-2021 Hi, We still are facing issue, that the record values from non standard Opportunities tables (Potentialscf, crmentity and others) are not show om Listview. Column labels are Shown, so in case or Potentilascf cf_630 field label is Contract#, then we see that label on the More Information page near Opotunities, but not the values. The same is for createdtime or modified time, or created by values. Would be nice that to be fixed RE: Customizing the Opportunity ListColumns in other modules - radu - 02-08-2021 (02-02-2021, 04:48 PM)Svemar Wrote: Hi, Can you show us your business map? RE: Customizing the Opportunity ListColumns in other modules - Svemar - 02-08-2021 Hi radu, Our map is below. It shows everything, exept cf_630 and modified time values: <map> <originmodule> <originname>Potentials</originname> </originmodule> <relatedlists> <relatedlist> <module>Accounts</module> <linkfield></linkfield> <columns> <field> <label></label> <name>potentialname</name> <columnname></columnname> </field> <field> <label></label> <name>related_to</name> <table></table> {optional} <columnname></columnname> </field> <field> <label>Contract#</label> <name>cf_630</name> <table>vtiger_potentialscf</table> <columnname></columnname> </field> <field> <label></label> <name>modifiedtime</name> <table>vtiger_crmentity</table> <columnname></columnname> </field> <field> <label></label> <name>amount</name> <columnname></columnname> </field> <field> <label></label> <name>closingdate</name> <columnname></columnname> </field> <field> <label>Assigne To</label> <name>assigned_user_id</name> <table>vtiger_crmentity</table> <columnname></columnname> </field> </columns> </relatedlist> {-------------------------------------------------------------------------------} </relatedlists> </map> RE: Customizing the Opportunity ListColumns in other modules - radu - 02-10-2021 (02-08-2021, 05:19 PM)Svemar Wrote: Hi radu, I would do it like this: <map> <originmodule> <originname>Potentials</originname> </originmodule> <relatedlists> <relatedlist> <module>Accounts</module> <linkfield></linkfield> <columns> <field> <label>Opportunity Name</label> <name>potentialname</name> </field> <field> <label>Related To</label> <name>related_to</name> </field> <field> <label>Contract</label> <name>cf_630</name> </field> <field> <label>Modified Time</label> <name>modifiedtime</name> </field> <field> <label>Amount</label> <name>amount</name> </field> <field> <label>Closing Date</label> <name>closingdate</name> </field> <field> <label>Assigned To</label> <name>assigned_user_id</name> </field> </columns> </relatedlist> </relatedlists> </map> You can adjust the labes to your needs. Tell us if it works any better RE: Customizing the Opportunity ListColumns in other modules - Svemar - 02-10-2021 Hi radu, Just tried your suggestion. And NO, result is the same. No values on cf_630 AND "modified time fields. Svemar RE: Customizing the Opportunity ListColumns in other modules - radu - 02-10-2021 and if you replace modifiedtime with createdtime? Target module is Opportunities, yes? I have this fields and it works: <field> <label>Created Time</label> <name>createdtime</name> </field> <field> <label>Finalizat</label> <name>cf_1265</name> </field> of course cf_1265 is a cf that exist in modules layout(my case Salesorder, your case Opportunities) RE: Customizing the Opportunity ListColumns in other modules - Svemar - 02-10-2021 I have changed map to include created time instead of modified NAD removed the lable: <map> <originmodule> <originname>Potentials</originname> </originmodule> <relatedlists> <relatedlist> <module>Accounts</module> <linkfield></linkfield> <columns> <field> <label>Opportunity Name</label> <name>potentialname</name> </field> <field> <label>Related To</label> <name>related_to</name> </field> <field> <label>Contract</label> <name>cf_630</name> </field> <field> <label></label> <name>createdtime</name> </field> <field> <label>Amount</label> <name>amount</name> </field> <field> <label>Closing Date</label> <name>closingdate</name> </field> <field> <label>Assigned To</label> <name>assigned_user_id</name> </field> </columns> </relatedlist> </relatedlists> </map> Results are the same -> no values from NON Potentials table: Maybe the problem is related to naming. At database it is Potentilas, but on other areas it is Opportunities RE: Customizing the Opportunity ListColumns in other modules - joebordes - 02-10-2021 no, this is because Potentials related list are still non-standard, I have fixed this by converting them to corebos related lists where possible. I will upload the code shortly as I need to do some more tests on the denormalization project which will be released also. |