Subpanels Cases

đź’¬ General Discussion
4

Let me try giving you a copy of a different example. My advice is to first try to get my example working as it is, without changing anything; only after it’s working you try and adapt it to your requirement, ok?

Create this file
custom/Extension/modules/Accounts/Ext/Layoutdefs/Leads.php

with these contents:

<?php

$layout_defs["Accounts"]["subpanel_setup"]['leads'] = array(
    'order' => 80,
    'module' => 'Leads',
    'sort_order' => 'asc',
    'sort_by' => 'first_name, last_name',
    'subpanel_name' => 'default',
    'get_subpanel_data' => 'function:getRelatedLeadsQueryData',
    'function_parameters' => array(
    'import_function_file' => 'custom/modules/Accounts/GetLeadsSubpanelData.php',
    'link' => 'leads'
    ),
    'add_subpanel_data' => 'lead_id',
    'title_key' => 'LBL_LEADS_SUBPANEL_TITLE',
    'top_buttons' => array(
        array('widget_class' => 'SubPanelTopCreateLeadNameButton'),
        array('widget_class' => 'SubPanelTopSelectButton',
            'popup_module' => 'Opportunities',
            'mode' => 'MultiSelect',
        ),
    ),
);

Now let’s create that file that provides the query:
custom/modules/Accounts/GetLeadsSubpanelData.php

<?php
require_once 'custom/modules/Accounts/BuildLeadsSubpanelQueryService.php';

function getRelatedLeadsQueryData($param){
    $service = new BuildLeadsSubpanelQueryService();
    return $service->buildQuery($param);
}

And now let’s create that class in file
custom/modules/Accounts/BuildLeadsSubpanelQueryService.php

<?php

class BuildLeadsSubpanelQueryService
{

    public function __construct()
    {}

    public function buildQuery($param)
    {
        global $app;
        $controller = $app->controller;
        $bean = $controller->bean;
        $query = "
            SELECT *
            FROM leads
            WHERE leads.account_id = '$bean->id'
              AND leads.status not in ('converted')
              AND leads.deleted = 0
               ";
        return $query;
    }
}

I am using the already-existing label LBL_LEADS_SUBPANEL_TITLE, but for your case you will want to create a new, custom label, check the Developer Guide, Language chapter.

Now you should see a subpanel under Accounts that shows you Leads, but excluding “converted” leads.

You can adapt this to your requirement, it allows you to use any SQL to get the data you want. Good luck.

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