Lead's phone number listed in task

[lindenthal]

How can i list the mobile and phone number of the lead in tasks ?

[dhuntress]

When you create a ‘Task’ for a ‘Lead’ in the Activities section there’s a natural link-back between both records (Lead to Task & Task to Lead) as shown.

Unless you’re wanting to achieve something entirely different? Can you explain a bit more?

[lindenthal]

i want to see the phone number directly on the task screen.

i have to call alls tasks, so it will save work and time.

[lindenthal]

How can i add this field in task view?

[chris001]

This may help:

Explain like I've five: How do I show a field from the Leads module in the Tasks/Calls module listview?

I have been bashing my head against this for days. I’m not a developer at all and there is some fundamental knowledge and/or skills I am missing here. What I want to do is, I believe, simple. I want take the “account_name” field (I use it for the Company Name) from the “Leads” module and display it in the “Tasks” and “Calls” modules, specifically in list view. At present, the “tasks” and “calls” modules only show the lead contact name—that is, the individual’s name and not the company name. I d…

[pstevens]

I have a few ways of doing this. Are you a developer? It’s a little bit of an involved coding task with a number of steps, but it works pretty cleanly. I have a couple of different approaches, one is a an after_retrieve hook to pull the value from the related module into a non-db field and the other is by creating a custom utility function.

If there is an easier way anyone knows, I’m all ears!

[lindenthal]

yes i have coding knowledge. if you tell me what to change where exactly, i would do it

[pstevens]

Here are my notes, should be enough for you to go on…

In this example I’m populating a “Task” with the related “Opportunity” name. In your case your populating the “leads” phone number on the task.

Using an after_retreive Logic Hook

Step 1: Add field to editviewdefs.php (or detailviewdefs.php)

\custom\modules\Tasks\metadata\editviewdefs.php (in this case Tasks is the module)

Add the field in the array like so:

0 => 
		    array(
                'name' => 'non_db_field_c', // Name of the non-db field
                'label' => 'LBL_NON_DB_FIELD_LABEL', // Label for the field
				' displayParams' => array(
						'readonly' => true,
				), // Set the field as non-editable
            ),

Step 2: Add the vardef

\custom\Extension\modules\Tasks\Ext\Vardefs\custom_non_db_field.php (in this case Tasks is the module)

<?php
$dictionary['Task']['fields']['non_db_field_c'] = array(
    'name' => 'non_db_field_c',
    'vname' => 'LBL_NON_DB_FIELD_LABEL',
	'type' => 'readonly', // Set the field type to 'readonly'
	'inline_edit' => 'false', //disable inline edit
    'type' => 'varchar',
    'source' => 'non-db',
    'studio' => false, // Optional: Hide the field in Studio
);

Step 3: Create the Logic Hook

\custom\modules\Tasks\logic_hooks.php (in this case Tasks is the module)

<?php
$hook_array['after_retrieve'][] = array(
    1,
    'PopulateNonDbField',
    'custom/modules/Tasks/PopulateNonDbField.php',
    'PopulateNonDbFieldClass',
    'populateNonDbFieldMethod'
);

Step 4: Create the Logic Hook Class and Method

\custom\modules\Tasks\PopulateNonDbField.php (in this case Tasks is the module)

<?php
if (!defined('sugarEntry') || !sugarEntry) {
    die('Not A Valid Entry Point');
}

class PopulateNonDbFieldClass
{
    public function populateNonDbFieldMethod($bean, $event, $arguments)
    {
        // Check if the related module is Opportunity
        if ($bean->load_relationship('opportunities') && $bean->opportunities->getBeans()) {
            // Get the related Opportunity's name
            $relatedOpportunity = current($bean->opportunities->getBeans());
            $opportunityName = $relatedOpportunity->name;

            // Populate the non-db field with the Opportunity's name
            $bean->non_db_field_c = $opportunityName;
        }
    }
}

Step 5: Create the custom language file

custom/Extension/modules/Tasks/Ext/Language/ directory.

Create a file named something like en_us.custom_non_db_fields.php (replace en_us with your desired language code) and define the label in the file:

<?php
$mod_strings['LBL_CUSTOM_NON_DB_FIELD_LABEL'] = 'Custom Non-DB Field Label';