Disable create contract from a quote if not approved

💬 General Discussion
1

Hi.

It’s possible to prevent user to create contracts from quotes if the quote is not approved?

Thank you.

2

@isildomendes, Yes
If you make special button here:
custom/include/generic/SugarWidgets/SugarWidget<you class button name>.php
and includes:

class SugarWidget<you class button name> extends SugarWidgetSubPanelTopButton
{
	function display($defines)
	{
        //... Your code here. You can call parent display function or modified it here. It your decision.
        }
}

After that you should copy file:
modules/AOS_Quotes/metadata/subpaneldefs.php
to file:
custom /modules/AOS_Quotes/metadata/subpaneldefs.php
and change
from:

...
        'aos_quotes_aos_contracts' =>
        array(
            'order' => 100,
            'module' => 'AOS_Contracts',
            'subpanel_name' => 'default',
            'sort_order' => 'asc',
            'sort_by' => 'id',
            'title_key' => 'AOS_Contracts',
            'get_subpanel_data' => 'aos_quotes_aos_contracts',
            'top_buttons' =>
            array(
                0 =>
                array(
                    'widget_class' => 'SubPanelTopCreateButton',
                ),
                    1 =>
                    array(
                    'widget_class' => 'SubPanelTopSelectButton',
                    'popup_module' => 'AOS_Contracts',
                    'mode' => 'MultiSelect',
                ),
            ),
        ),
...

to:

...
        'aos_quotes_aos_contracts' =>
        array(
            'order' => 100,
            'module' => 'AOS_Contracts',
            'subpanel_name' => 'default',
            'sort_order' => 'asc',
            'sort_by' => 'id',
            'title_key' => 'AOS_Contracts',
            'get_subpanel_data' => 'aos_quotes_aos_contracts',
            'top_buttons' =>
            array(
                0 =>
                array(
                    'widget_class' => '<you class button name>',
                ),
                    1 =>
                    array(
                    'widget_class' => 'SubPanelTopSelectButton',
                    'popup_module' => 'AOS_Contracts',
                    'mode' => 'MultiSelect',
                ),
            ),
        ),  ...

You can take code for you button from file:
include/generic/SugarWidgets/SugarWidgetSubPanelTopButton.php

3

I mean the menu option ‘Create Contract’ in the ‘ACTIONS’ tab on quote view form.

I think you are referring to the sub-panel module (contracts), right?

Thank you.

4

@isildomendes Yes, I wrote about button in subpanel.
You can make with javascript and include function to custom/modules/AOS_Quotes/metadata/detailviewdefs.php
This is place (<your check function>) where you should include call function fo check:

...
          8 =>
          array(
            'customCode' => '<input type="submit" class="button" onClick="<your check function>;this.form.action.value=\'createContract\';" value="{$MOD.LBL_CREATE_CONTRACT}">',
            'sugar_html' =>
            array(
              'type' => 'submit',
              'value' => '{$MOD.LBL_CREATE_CONTRACT}',
              'htmlOptions' =>
              array(
                'class' => 'button',
                'id' => 'create_contract_button',
                'title' => '{$MOD.LBL_CREATE_CONTRACT}',
                'onclick' => 'this.form.action.value=\'createContract\';',
                'name' => 'Create Contract',
              ),
            ),
          ), ...

This is place where you should include javascript file with function fo check:

...
    'templateMeta' =>
    array(
...      
      'includes' =>
      array(
        0 =>
        array(
          'file' => 'custom/modules/AOS_Quotes/AOS_Quotes.js',
        ),
      ), ...

Alternative varint with use php. You should make and edit function display() in:
custom/modules/AOS_Quotes/views/view.detail.php
After this you should edit file:
custom/modules/AOS_Quotes/metadata/detailviewdefs.php
and replace button “createContract” to special tpl variable.

1 Like
5

Ok.

Big thanks for your help.