Advanced Open Portal (AOP) Set Priority default to Standard or Hide both Priority and Request Type

Hi,

We are deploying Suite CRM along with Cases (which we have renamed Requests) and the Joomla Portal integration for AOP.
We have it up and running in a pre-launch state.

As we are about to launch it we now realize that all requests are being created as Priority high, and force the user to select their support request type.

  1. Can I default this Priority to Standard
  2. Can I Hide the request type selection and or Priority?

Regarding 1. I attempted to just set the Default value in Sugar on this field, but it does not effect what sets in the drop down in Joomla (and also does not effect what cases are imported as either via email - but perhaps?).

Regarding 2. Can I just remove them from the Case Fields Aray as suggested to add them in this post?
Show more Case fields in Advanced Open Portal

Or would that error out? Also where do I go to make this modification? Is this being done in Joomla or Sugar?

Sorry for the remedial questions. Thanks for the help!

Bill

Hi Bill,

  1. Setting the default value in Sugar should affect the default for cases created from emails.
    The dropdown that joomla uses doesn’t use the default in sugar - this is a good idea however so we’ll likely add this in the future.
    In the meantime this can be changed in the joomla template found in:
components/com_advancedopenportal/views/newcase/tmpl/default.php

For example, for changing the default priority you can alter the loop:

<?php
        foreach($this->priorities['options'] as $priority){
            ?>
            <option value="<?php echo $priority['name'];?>"><?php echo $priority['value'];?></option>
            <?php
        }
        ?>

to:

<?php
        foreach($this->priorities['options'] as $priority){
            ?>
            <option <?php echo $priority['value'] == 'YOURDEFAULTPRIORITY' ? 'selected="selected"' : '' ?>  value="<?php echo $priority['name'];?>"><?php echo $priority['value'];?></option>
            <?php
        }
        ?>

This will just set that priority to be selected by default.

  1. Hiding fields is probably best done by removing them from the layout, again found in
components/com_advancedopenportal/views/newcase/tmpl/default.php

Hope this helps.
Jim

1 Like

Thanks! That worked. Did exactly what I wanted on both points.