Hi everybody,
is there a way to exclude some specific fields from the function Duplicate of a record?
In my case i need to exclude some line fields duplicating a quote!
Thankyou
Hey there,
Have you found a solution for this?
Having a think about it, I don’t think you can change the “Duplicate” button’s functionality out of the box.
However, you might be able to create a Custom Duplicate button via the Code
Which you could then have it include/exclude any fields you wish
Granted, I haven’t actually tried this myself, but I believe it should be possible with the following:
Copy the file modules/AOS_Quotes/metadata/detailviewdefs.php
to custom/modules/AOS_Quotes/metadata/detailviewdefs.php
and change the “Duplicate” action to a “customcode” block.
Something like so:
Before:
array(
0 => 'EDIT',
1 => 'DUPLICATE',
2 => 'DELETE',
3 => 'FIND_DUPLICATES',
After:
array(
0 => 'EDIT',
1 =>
array(
'customCode' => '<input type="submit" class="button" onClick="this.form.action.value=\'customDupe\';" value="Duplicate (Custom)">',
'sugar_html' =>
array(
'type' => 'submit',
'value'=>'Duplicate (Custom)',
'htmlOptions' =>
array(
'class' => 'button',
'id' => 'custom_dupe_button',
'title' => 'Duplicate (Custom)',
'onclick' => 'this.form.action.value=\'customDupe\';',
'name' => 'Custom Duplicate',
),
),
),
2 => 'DELETE',
3 => 'FIND_DUPLICATES',
You would then need to create a custom action in the custom/modules/AOS_Quotes/ directory with the same name as your Action in the detailviewdefs.php file
(ie, in the case of the code snippet above, it would be custom/modules/AOS_Quotes/customDupe.php
With your custom duplication functionality inside!
See these videos:
https://www.youtube.com/watch?v=OGBPdLY5rDU
https://www.youtube.com/watch?v=j0SWG-b11sI
For a quick summary of how that might be done.
Unless anyone else has any hot tips around this?
However, let us know if you need any assistance!