Field assignment

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hello,
How to make the assignment fields (user and team);
1- required
2- filled in automatically, depending on the logged in user?

Example:

  • User 1 is connected
  • User 1 belongs to Team A

when creating a contract the following fields must be filled:

  • Assigned *: User 1
  • Team *: A

Infos: SuiteCRM 7.1.5

2

Field level functionality cannot be achieved with the out of the box security suite that comes with SuiteCRM.

You would need to develop custom functionality.

Thanks,

Will.

3

Starting with the first part of the problem:
How to make the selection of the user and the team required when entering?

4

In order to make ‘assigned_to’ required you need to create a new manifest file under /www/custom/Extension/modules/your_module_name/Ext/Vardefs/sugarfield_assigned_to.php


<?php
$dictionary['OP14_op']['fields']['assigned_user_name']['required'] =true;
$dictionary['OP14_op']['fields']['assigned_user_id']['required'] =true;
?>

Then make a quick repair and it’s done

5

It did not work for me :frowning:

6

Sorry dpccrt87, I was wrong in the code, this is the correct one

<?php
$dictionary['your_module_name']['fields']['assigned_user_name']['required'] =true;
$dictionary['your_module_name']['fields']['assigned_user_id']['required'] =true;
?>

I put my module name, forgot to remove it, now it should work with your module name

Best Regards

1 Like
7

it’s good, it works, thank you very much, :slight_smile:
But now, I would like to know how to capture departement, and binding suppliers??

8

For that you need to go to /var/www/custom/Extension/modules/your_module/Ext/Vardefs

and Edit the relationshipt that corresponds to the fields you want to make required and then you need to add ‘required’ => true, in the name relation like this example

$dictionary["your_module"]["fields"]["accounts_your_module_name"] = array (
  'name' => 'accounts_your_module_name',
  'type' => 'relate',
  'required' => true,
  'source' => 'non-db',
  'vname' => 'LBL_ACCOUNTS_YOUR_MODULE_FROM_ACCOUNTS_TITLE',
  'save' => true,
  'id_name' => 'accounts_your_module_IDA',
  'link' => 'accounts_your_module',
  'table' => 'accounts',
  'module' => 'Accounts',
  'rname' => 'name',
);

Always run quick repair after

Best Regards

2 Likes