Auto-populate Client field in Case Module

SuiteCRM Forum - English Language Developer Collaboration
#1

Hello.
I’m hoping someone can point me in the right direction. I appreciate your help.
I’ve read about logic hooks, but I still can’t figure this one out.

We’ve created a one-to-one relationship between the Cases and Contacts modules.
What I’d like to do is auto populate the Contact (Client) name when creating a new case via the subpanel we have in the Contacts Detail page.
See attachment called: create_subpanel.png

The attachment called: field_autopopulate.png shows the field we’d like to auto populate.

Thought it might help to include the source code for the fields:

<div class="col-xs-12 col-sm-8 edit-view-field " type="relate" field="client_join_c"  >
<input type="text" name="client_join_c" class="sqsEnabled" tabindex="" id="client_join_c" size="" value="" title='' autocomplete="off"  	 >
<input type="hidden" name="contact_id_c" 
id="contact_id_c" 
value="">
<span class="id-ff multiple">
<button type="button" name="btn_client_join_c" id="btn_client_join_c" tabindex="" title="Select Contact" class="button firstChild" value="Select Contact"
onclick='open_popup(
"Contacts", 
600, 
400, 
"", 
true, 
false, 
{"call_back_function":"set_return","form_name":"EditView","field_to_name_array":{"id":"contact_id_c","name":"client_join_c"}}, 
"single", 
true
);' ><img src="themes/SuiteP/images/id-ff-select.png?v=4bxTP2wYOiQPbOKcuMKUww"></button><button type="button" name="btn_clr_client_join_c" id="btn_clr_client_join_c" tabindex="" title="Clear Contact"  class="button lastChild"
onclick="SUGAR.clearRelateField(this.form, 'client_join_c', 'contact_id_c');"  value="Clear Contact" ><img src="themes/SuiteP/images/id-ff-clear.png?v=4bxTP2wYOiQPbOKcuMKUww"></button>
</span>
<script type="text/javascript">
SUGAR.util.doWhen(
		"typeof(sqs_objects) != 'undefined' && typeof(sqs_objects['EditView_client_join_c']) != 'undefined'",
		enableQS
);
</script>
</div>

Is this possible?
Thank you so much!

#2

Anyone have any idea on this one?
Thank you!

#3

Any reason why you’re not using the default connection between Cases and Contacts? These modules are already connected, you can specify that a case pertains to a contact, and you get a button to select contact from a list like you want… what other requirements do you have?

#4

Thank you so much for getting back to me pgr.

Instead of picking from a list of clients (with a button); I was hoping to have the client field auto-populate when creating a case from said client.
It would just save a step I think. Is this possible?

#5

It already does that by default.

When you are in a contact’s detail view, go down to the “Cases” subpanel, click the “Create” button, you get a pop-up to add information about the case, and it is created linked to that contact, and to the contact’s account

I just tried it on the online demo…

#6

Hmm, I think I may see the disconnect here.
We don’t use the Accounts module at all. (Only Cases and Contacts)
The online demo only auto-fills the Account. Please see attached. …and thanks again pgr.

#7

You don’t need to use the Accounts module. I did everything from the Contacts module.

Maybe the disconnect is this: you’re looking for a field to be filled with the Contact; but it’s not a field, it’s a relationship.

It will get created automatically, so that when you are in the case, you will find the contact in a subpanel; and when you are in the contact, you will find the case in a subpanel.

You can get it to display like a simple field, if you really need to; but that is just a matter of how it is displayed. In the database it’s a relationship.

I understand why you expect a simple field: because for you this relationship is meant to be one-to-one. But by default in SuiteCRM it’s many-to-many, so the adequate display is the subpanel. You can either just work with this, or add some code to restrict the relationship or display things differently.

#8

That sounds reasonable. Thank you. :slight_smile:
About adding code to restrict the relationship. Do you know of a forum topic that addressees this?
I can’t find one.

#9

Hhmm I don’t really know. But it would have to be done in code, I hope you’re a developer.

You might want to check out Jim Mackin’s eBook, “SuiteCRM for Developers”, and read the section on logic_hooks. Maybe you can find something there to restrict when the relatioship is saving, but I’m not sure.

Good luck.

#10

Thx!
I have the e-book.
I’ll peruse the logic_hook section.
You’ve been a great help. I appreciate it immensely. :slight_smile:

#11

That’s ok, I like helping out. :slight_smile:

Do you really need to restrict the relationship? Maybe you can just leave it as it is and ask users to keep it one-to-one.