Hi There, I’ve been hoping to get a custom field type or extension that creates an iterative or incremental note . To be honest Im not sure what to call it , but I’ve seen similar function since the 90’s so I’m sure its possible. The idea is to make a note, capture the date and user info / post it, and add a new note above it when required. Currently we add notes to a text area field. Then we can see it in list view (Be nice to limit the list view column to a certain number of pixels like 300px) . We use this in the projects module.
Honestly the Cases module has case updates - and that would fit our requirements but would take a good amount of work to switch over our custom fields that already exist, Also case updates dont show up in list view. I’ve seen several addonz that almost fit the bill like Collaboration, except they are not placed in the field area with all our other custom fields we placed using the Studio. Meaning it gets pushed into an area like History, project tasks etc…
Thank you for the response! I saw your article and it looks quite impressive! The field type you show is a nice custom color field and you show the details on how to create .
On the iteration type of field I am looking for , similar to the Collaboration Addon. Is that type of code available
(Code snippets etc, )elsewhere on the net to utilize in SuiteCRM? Im not even sure how to search for it. I am not the guy to custom code that kind of thing. I might be able to implement existing code as you have shown in the article.
In SuiteCRM v8 the threaded updates feature (present in Cases module) is generalized and extended to all other modules.
In my add-on PowerFields this can also be easily done with any text (description) field. You can see it happening (different add-on, but same kind of transformation) on my PowerWorkflows video demo
You could do that via workflow. Whenever a new activity is recorded, you can update the text field with a concat of the current content adding the new text. Does it work for you? I’d suggest you to have 2 fields, one aggregating all the activities which you put only in the detail view, and other the user can edit. Once the record is saved, append the content of this field to the aggregate and make this field empty again…
That sounds logical… I’m starting to think I may be able to make that happen. . Thank you for the suggestion. I hadnt considered it in awhile. It would be so much better than our current setup.
Thanks, I didnt know Suite8 did that. I have been hesitant to test because I have several addons now, and none at this time are ready for suite8. It sounds like if I have enough attention available… I may be able to get this work.
, but I’ve seen similar function since the 90’s so I’m sure its possible. The idea is to make a note, capture the date and user info / post it, and add a new note above it when required. Currently we add notes to a text area field. Then we can see it in list view (Be nice to limit the list view column to a certain number of pixels like 300px) . We use this in the projects module.
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. Thank you for the suggestion. I hadnt considered it in awhile. It would be so much better than our current setup.