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Customizing the Opportunity ListColumns in other modules

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Customizing the Opportunity ListColumns in other modules
gedas Offline
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#1
01-19-2021, 11:59 AM
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>
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radu Offline
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#2
01-19-2021, 12:05 PM (This post was last modified: 01-19-2021, 12:25 PM by radu.)
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.
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Svemar Offline
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#3
02-02-2021, 04:48 PM
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
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radu Offline
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#4
02-08-2021, 03:45 PM
(02-02-2021, 04:48 PM)Svemar Wrote: 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

Can you show us your business map?
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Svemar Offline
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#5
02-08-2021, 05:19 PM
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>
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radu Offline
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#6
02-10-2021, 03:26 PM
(02-08-2021, 05:19 PM)Svemar Wrote: 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>

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
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Svemar Offline
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#7
02-10-2021, 03:30 PM (This post was last modified: 02-10-2021, 03:32 PM by Svemar.)
Hi radu,
Just tried your suggestion.
And NO, result is the same. No values on cf_630 AND "modified time fields.



Svemar


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radu Offline
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#8
02-10-2021, 03:48 PM
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)
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Svemar Offline
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#9
02-10-2021, 03:59 PM (This post was last modified: 02-10-2021, 04:00 PM by Svemar.)
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


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joebordes Offline
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#10
02-10-2021, 04:14 PM
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.
Joe
TSolucio
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