Subpanel Create set Parent of Parent record

👨‍💻 Development Help
1

I had a scenario where I have the following 3 modules.

Accounts
Contacts
Creditors(My custom Module)

The hierarchy and relationships are as follows

Accounts
|
|-Contacts
|
|-Creditors

Basically there are the relationship of contacts to accounts, and a relationship of creditors to accounts.

I want the creditors to also be related to accounts, in this case the parent account of the contact.

So if I want the creditors module sub panel under contacts to autofill the account field as well.

So it is taking the parent contact field, pulling the contact’s parent, and fillidn that info in to the account field in the Creditors subpanel for Contacts.

basically here.

This is the Creditor subpanel under Contacts module.
When I hit create the crm will auto populate the contact field.

It will not auto populate the account field because I am not creating it there. But I want it to auto populate the account field in which the contact is a child to.

So I found a great tid bit here

we need
Account field name – creditors_accounts_name
Account field id – creditors_accountsaccounts_ida

then we create a custom copy of
include/generic/SugarWidgets/SugarWidgetSubPanelTopButtonQuickCreate.php

to
custom/ include/generic/SugarWidgets/SugarWidgetSubPanelTopButtonQuickCreate.php

then there is a foreach loop looking like this


		// fill in additional form fields for all but action
		foreach($additionalFormFields as $key => $value)
		{
			if($key != 'action')
			{
				$button .= '<input type="hidden" name="' . $key . '" value=\'' . $value . '\' />' . "\n";
			}
		}

we need to enter the following code right above it like so


//echo $relationship_name to find its name
//echo $relationship_name;	
//hack to set the account field to be the same as the parent for the contact
		if($relationship_name == 'f_creditors_contacts'){

			$additionalFormFields['f_creditors_accounts_name']=$defines['focus']->account_name;
			$additionalFormFields['f_creditors_accountsaccounts_ida']=$defines['focus']->account_id;
		}
		
		
		// fill in additional form fields for all but action
		foreach($additionalFormFields as $key => $value)
		{
			if($key != 'action')
			{
				$button .= '<input type="hidden" name="' . $key . '" value=\'' . $value . '\' />' . "\n";
			}
		}

		return $button;
	}

I had trouble because i spelled the relationship wrong, so i threw a few echos to debug and get the field names

And that is it, it pulls the contacts parent account record and fills it in for the user.

This is a huge help as the system will fill up with many accounts and to search for them and inpout the right one wiht the right name would be a waste of time.

I hope this helps others out there as well.

3 Likes
2

Superb work! But you have a tiny mistake in the field names. The correct code to the above is

		if($relationship_name == 'f_creditors_contacts'){

			$additionalFormFields['account_name']=$defines['focus']->account_name;
			$additionalFormFields['account_id']=$defines['focus']->account_id;
		}

So all someone has to do to make it work, is finding the name of the correct relationship and adding it in the “if” statement.