how to display specific account records in popup in suitecrm

Question

I've created one 'account_category' field in account module. It is dropdown and have following options:

principle
customer
supplier
manufacturer

I created Account relationship with Opportunity module.

In the Account popup i want to display only those records which have account_category as principle.

My file path : custom/modules/opportunity/metadata/editviewdef.php

1 => 
          array (
            'name' => 'opportunities_accounts_1_name',
           'displayParams' => 
            array (
              'initial_filter' => '&account_category_c="Principle"',
            ),
          ),

But it is not working..

Please help to filter accounts on the basis of account_category_c as principle

someone please send solution for this...please – siddaramesh Nov 11 '15 at 07:37 — siddaramesh, Nov 11 '15 at 07:37
still awaiting for your response... – siddaramesh Nov 16 '15 at 06:55 — siddaramesh, Nov 16 '15 at 06:55

score 2 · Accepted Answer · edited Feb 01 '19 at 14:13

2

Add the word _advanced like this:

'initial_filter' => '&account_category_c_advanced="Principle"',

see:

http://academe.co.uk/2013/03/sugarcrm-relate-field-passing-default-values-to-pop-up-select-form/

http://developer.sugarcrm.com/2011/08/31/howto-using-a-relate-field-to-populate-a-custom-field/

edited Feb 01 '19 at 14:13

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answered Nov 26 '15 at 14:24

Daniel Samson

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_advanced is not working for this..1 => 'account_name', 'displayParams' => array ( 'initial_filter' => '&account_category_c_advanced="Principle"', ), – siddaramesh Dec 01 '15 at 05:08
Take a look at http://academe.co.uk/2013/03/sugarcrm-relate-field-passing-default-values-to-pop-up-select-form/ this explains how the initial filter works. – Daniel Samson Dec 01 '15 at 09:23

how to display specific account records in popup in suitecrm

1 Answers1