IMPORTANT NOTE: The following
information is only valid for SugarCRM 6.5 and older. This information
does not apply to newer versions of the product.
An OnDemand client of ours recently had a need for an auto-incrementing number in SugarCRM. They had some fairly specific requirements, including a reference to the current year, a “-“ and, of course the auto-incrementing number that was comprised of 4 digits.
A job of this nature was most certainly best handled by SugarLogic. In my development environment, I first created the text field that would increment in the Studio. From here, I found some helpful code on the SugarForums from Eli Linder: http://www.sugarcrm.com/forums/showthread.php?t=39756.
I modified Eli’s code that he graciously put out on the forum to add in my client’s specifications, including a starting point for the first number:
Later in the code, I added in a check on the current year to be sure
that it would add this in as the prefix. If you would like to see the
full file please reply to this posting.
Now, the next step was to get this to act as an OnSave event when the
Opportunity was initially saved. To do this, I added an after save
statement to the logic_hooks.php file sitting in the
custom/modules/Opportunities directory. Here’s how that looked:
$hook_array['after_save'] = Array(); $hook_array['after_save'][] = Array(1, 'add_code', 'custom/modules/Opportunities/add_code_hook.php','add_code', 'add_code');
So, now all that’s left is to bundle it all up in your Development environment through the studio and deploy to the OnDemand instance, right? Close. In your saved .zip generated from exporting your customizations, open up the manifest.php file and get ready to edit it. You need to make sure your two custom files are directed to the right spot in your OnDemand instance. Currently, they are not even included as part of this manifest! (I was assured by SugarCRM technical support that this would happen automatically in the next major release, 6.2.) I added in the following to make sure it was copied from the right location, and also ended up in the right location:
22 => array (
'from' => '/SugarModules/modules/Opportunities/logic_hooks.php',
'to' => 'custom/modules/Opportunities/logic_hooks.php',
),
23 => array (
'from' => '/SugarModules/modules/Opportunities/add_code_hook.php',
'to' => 'custom/modules/Opportunities/add_code_hook.php',
)'
Before you knew it, my client was adding in Opportunities with a custom tracking number that meant something to them in no time!:
Posted in: