Add Create Case option to dropdown on front screen

đź’¬ General Discussion
1

On the front screen there is a plus sign which gives you various create options.

How do I add a “Create Case” option to that list?

Thanks
Ed

2

Hi,
You won’t be able to do this through the UI tools built in with SuiteCRM, but you can do this through the code fairly easily.

Copy the file at: /Themes/SuiteR/tpls/_headerModuleList.tpl

and paste it in: /custom/themes/SuiteR/tpls/

It is likely that this directory won’t exist at the moment, but feel free to create the folders required.

So there should be a file in custom/themes/SuiteR/tpls/_headerModuleList.tpl

In this newly pasted file, go to line ~309, there should be a few similar lines to:

Add the line:

  • Create Case

    • above the tag.

    It should look like:

    Then, run a quick repair & rebuild in the Admin > Repair Menu. Clear your browser’s cache, and there should be the option to create a case from the dropdown.

    3 Likes
    3

    Great. Many thanks.

    Ed

    4

    John,

    Thank you for this!

    For those wondering this works with SuiteP theme as well. Simply follow the instructions provided by John and you should be good.

    I can changed the titles around so that each one did not say “Create” Like so:

    {$APP.LBL_QUICK_ACCOUNT}
    to
    Account

    I also added a shortcut to the Project Templates list view like this:

    Template Project

    5

    Does this workflow still apply to the current version of SuiteCRM (7.10.6)? I follow the step but it doesn’t seem to change anything.

    Thanks for the help!

    6

    Works for me on a fresh 7.10.27 installation. Note SuiteR is now SuiteP and the line numbers have changed a bit, but searching for “create” in that file should help you narrow it down. Note there is more than one menu listed including a mobile and desktop menu.

    7