Customize assistance for populating Project fields from fields in an Account

👨‍💻 Development Help
1

I am new to developing/customizing suiteCRM and looking for some guidance. Any help highly appreciated.
In my Accounts, I have a custom field called Region which is a drop down.

We require (by process) that any new Project must be assigned to an account. What I would like is when we are viewing the Project list or editing a Project, that we are able to see the Account Name and Region in the Project record. If I added 2 text fields to the Project module, how do I populate them with the Account Name and Region?

Thanks,
Bob

2

I don’t think you can make this with a Workflow, you will probably need some PHP customization (logic_hook to copy over the data, or better. a view customization to fetch the data from account when showing Projects).

Easy to do - but for a coder.

3

Thanks - I can code. Is there an example out there I can use? Just not sure of directories and structure.
Bob

4

It’s better if you read the Developer Guide before you start.

https://docs.suitecrm.com/developer

Here you can see an example of a custom class in a Detail view:

https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/15154-is-there-logic-hook-for-detailsview#50990

that let’s uou put PHP custom code in a view.

That, with a little of you learn in the “Beans” chapter of the Guide, will let you get the data from related beans.

You can also Google for similar things - look also for stuff related to SugarCRM (up to version 6.5 it is the same as SuiteCRM).