How to copy related field from opportunity to quote

SuiteCRM Forum - English Language SuiteCRM General Discussion
#1

Hi,
I’ve attached project as related field in Opportunity as well as in Quotes module. A project is selected in Opportunity, while creating quote from opportunity i want to copy this project so that it should appear in edit view, further if user wants to change it, he/she can change it. How to copy this data? Please advise.

Thanks.

#2

Hi, @umesh.m
Am I correctly you? You want add relate to Project in the form quickcreate and after that in full form edit when the user click to button ‘create’ in subpanel Quotes of Opportunity.

#3

Hi,
I want the following functionality -

  1. I’ve created a related field named project in Opportunity. User can select the project in Opportunity.
  2. I’ve created the same related field for project in Quote also.
  3. While creating quote from Opportunity, i want to copy this project from Opportunity to Quote so that user doesn’t have to select it again, if user wants to change, he/she can change.

I hope it’s clear.

Thanks.

When i create a quote, how to automatic be transfered the content from a custom field in an account to a custom field in a quote
#4

@umesh.m
This post about select some fields in form editview. If you want use quickecreate button you should make another decision.

#6

I want to do the same thing with a small difference. when i am in an account, i want to create a quote. Some information like billing address… transfer automatically but my custom field not…

I add in /modules/Accounts/metadata/editviewdefs.php this part of code:

2 => 
        array (
          0 => 
          array (
            'name' => 'afm2_c',
            'label' => 'LBL_AFM2',
            'displayParams' =>
          array(
            'afm_timologisis_c'=> array(
            'name' => 'afm2_c',
            ),
            ),          
		  ),

I want the value afm_timilogisis_c in quotes to take the value afm2_c from accounts
But doesn’t work? Is anything false? Must i add this code in another file? Must i change anything?

Thanks