Edit Drop Down Entries for Opportunity_Contact Role

💬 General Discussion
1

How do you edit the ROLE in Opportunity Contact Subpanel?
And by edit, I mean how to you edit the entry options in the list? I know how to change the role, but I cannot find anywhere in the studio where I can edit the drop down list of entries for “opportunity_role”

Thanks!

2

its in the Core Language file but you can customise it in
custom/include/language/en_us.lang.php

$app_list_strings['opportunity_relationship_type_default_key'] = 'Primary Decision Maker';
$app_list_strings['opportunity_relationship_type_dom'] = array(
    '' => '',
    'Primary Decision Maker' => 'Primary Decision Maker',
    'Business Decision Maker' => 'Business Decision Maker',
    'Business Evaluator' => 'Business Evaluator',
    'Technical Decision Maker' => 'Technical Decision Maker',
    'Technical Evaluator' => 'Technical Evaluator',
    'Executive Sponsor' => 'Executive Sponsor',
    'Influencer' => 'Influencer',
    'Other' => 'Other',
);
1 Like
3

Hi, you can also change this in the user interface:

Admin / Dropdown Editor /
opportunity_relationship_type_dom

3 Likes
4

BOOM! There it is. I knew there had to be a way to edit that sucker.

Thank you - found it as drop down named “opportunity_relationship_type_dom”

5

We are not able to change the role for the contact from the opportunities module’s subpanel.

Anyone knows how to do it?

When we click on Edit button on the Contact Subpanel, it is taking us to contact edit view.

https://WEBSITE/index.php?module=Contacts&action=EditView&record=ID&parent_module=Opportunities&parent_id=ID&return_module=Opportunities&return_id=ID&return_action=DetailView&return_relationship=contacts

But on the demo website it takes you to ContactOpportunityRelationshipEdit page, when you click on Edit button.

https://demo.suiteondemand.com/index.php?module=Contacts&action=ContactOpportunityRelationshipEdit&record=c2f9c9b3-c9bf-4880-aeba-dc7422b01d22&return_module=Opportunities&return_action=DetailView&return_id=10954bd8-56ac-47bc-aba2-4c9bdf123d8c

6

What version of SuitCRM are you on? This is not developed in SuiteCRM 8 and does not work last time I checked.

7

Now, we are using v7.13.

Some users are claiming that it used to work in the past.

Code for 'widget_class' => 'SubPanelEditRoleButton'

Related Topic.

8

It works fine for me in 7.15.0

1 Like
9

Thank you for checking it out :partying_face:

The issue was related to custom file. It has a wrong ‘widget_class’ in it.

/custom/modules/Contacts/metadata/subpanels/Opportunity_subpanel_contacts.php

We updated it and now we have module=Contacts&action=ContactOpportunityRelationshipEdit when we click the Edit button on the contact subpanel record.