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Creating custom filter for a new module with related account
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kcassio



Joined: 02 May 2008
Posts: 41
Location: Denver Metro, Colorado

Posted: Mon Jul 28, 2008 5:36 pm    Post subject: Creating custom filter for a new module with related account  

I was wondering if any of you amazing vtiger developers could point me in the right direction.

I’ve created a new module where each record will link to an Account record.
I can create a new record, and add the Account no worries.
The ALL Filter works properly and shows up the Account Name as expected.
My issue is when I try to create a New Custom Filter.
1. The customview table gets populated with: accountname:accountname:Module_Account_Name:I
-- I think that should be populating with accountid:account_id:Module_Account_Name:V like the ALL filter.
2. Even though it brings up the Account Name as the title for the column, it is obviously looking for the accounted of the account name.

Any thoughts, suggestions on what I should be changing to make the custom filters work as expected for accounts?

If my explanation is not clear, please let me know, I’m happy to elaborate.

Thank you for your help,
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kcassio



Joined: 02 May 2008
Posts: 41
Location: Denver Metro, Colorado

Posted: Mon Jul 28, 2008 10:48 pm    Post subject: Creating custom filter for a new module with related account  

In case anyone tries to do this in the future.
There is a line in ListViewUtils.php relating to Accounts that says "elseif($module == 'Potentials' || $module == 'Contacts' || $module == 'Invoice' || $module == 'SalesOrder' || $module == 'Quotes' ).

If your module is going to relate to Accounts you will need to add your new module to this else statements.

(This is when you follow the parameters for linking to accounts as set up in the Contacts module.)
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