The full patch can be found at the bottom of this posting. This is a non upgradesafe change. Apply at your own risk.
Let us assume that we have the following entity relational model in SugarCrm that has been configured in SugarCrm Studio or in SugarCrm Module Builder.
Module Builder
The Sugar Module Builder enables users to build custom modules from scratch or combine existing or custom objects into a brand new CRM module. Developers can leverage existing Sugar Objects such as Contacts, Accounts, Documents, Cases, and Opportunities to build a new module or create their own custom objects from scratch to form a new module. Users can build an unlimited number of custom modules, which interoperate seamlessly with Reporting, Workflow, and Sugar Studio tools. Upgrades for custom modules are fully supported. Building new modules allows developers to extend Sugar beyond the typical CRM functions and optimize Sugar for any xRM (any Relationship Management) function.
Positive Impacts
- Create custom modules to track information critical to your business
- Use pre-defined objects or create custom objects for the new module
- Share or charge for custom objects on SugarForge and Sugar Exchange.
Sugar Studio
Sugar Studio is the starting place for an administrator to configure the way information is presented in Sugar. Administrators can use Sugar Studio to create and add custom fields, hide fields that are not relevant, and use the extensive customization capabilities of Sugar Logic to create calculated, dependent, and related fields. Sugar Studio is a very simple but powerful WYSIWYG interface that administrators and developers use to configure Sugar to complement a company’s existing business processes.
Positive Impacts
- Rearrange the order of fields according to your company’s requirements
- Hide fields that are not relevant to your business process
- Create and add new custom fields
- Calculate variable values based on the value of other fields like opportunity amount or expected close date
- Present fields only when necessary using dependent fields
If importing has been enabled for the Skill and the Language module when these modules were created then we can import Skill or Languages as standalone data. The Contact module is a built-in SugarCrm module and it has importing enabled but can also only import contact standalone data.
There are a few challenges importing related data into SugarCrm:
- We need to handle relationships and splitting data into the correct modules.
- We need to handle the fact that the id column might not contain the actual id of the data but that another column might do instead.
Without the 2 challenges solved we will not be able to import the below data the way I would prefer.
What we really want in the database after importing the above data is.
- 2 contacts: John and Jane
- 3 skills: English literature, European history and PHP
- 4 languages: English, German, Danish and Swedish
- as well as the many-many relations needed so we can recreate the data pictured above
The 2 above mentioned challenges have been solved the following ways:
#1: In the importer step 3 we have added all the "main module's" (Contacts in this case) related modules' fields in the module field dropdown. This way you can map any data you want into a related module's field.
#2: A primary key field selector has been added on Step 2 in the import if you have selected "Create new records and update existing records" on Step 1 in the importer.
Lets look at the proposed solution.
Step 1: the importer has not been modified visually and looks as below.
(Please note the support for saving an import configuration is working with the new importer functionality).
Step 2: We have added a new field that allows you to select the field that is to be used as "id". It defaults to the standard importer behavior which is using the id column.
Step 3: We have added a marker for the field used as primary id ( purple box below ). Please note the text in the dropdown marked with red boxes. The field selected in the dropdown is prefixex with a module name (<modulename>.<fieldname>) this indicates that it is a field from a related module you want to map to.
As you can see from the screenshot below, the module field dropdown now contains all fields from the main module (Contacts) (main module fields are not prefixed with the module name), as well as the related modules fields (skill_Skill, and lang_Language, these fields are prefixed with the module name).
Note: Do not map any value to a related module's "ID" field. This is handled behind the scenes.
Step 4: No visual changes has happened here
There are quite a few code changes to add this new functionality into the importer and you can see the Subversion patch file below.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 | Index: include/database/DBHelper.php =================================================================== --- include/database/DBHelper.php (revision 73) +++ include/database/DBHelper.php (working copy) @@ -1185,8 +1185,8 @@ $before_value=(float)$bean->fetched_row[$field]; $after_value=(float)$bean->$field; } else { - $before_value=$bean->fetched_row[$field]; - $after_value=$bean->$field; + $before_value=$bean->fetched_row[$field]; + $after_value=@$bean->$field; } //Because of bug #25078(sqlserver haven't 'date' type, trim extra "00:00:00" when insert into *_cstm table). so when we read the audit datetime field from sqlserver, we have to replace the extra "00:00:00" again. Index: modules/Import/Importer.php =================================================================== --- modules/Import/Importer.php (revision 73) +++ modules/Import/Importer.php (working copy) @@ -59,6 +59,7 @@ */ private $importColumns; + private $importRelatedColumns; /** * @var importSource */ @@ -104,9 +105,11 @@ //Get the default user currency $this->defaultUserCurrency = new Currency(); $this->defaultUserCurrency->retrieve('-99'); - + //Get our import column definitions $this->importColumns = $this->getImportColumns(); + $this->importRelatedColumns = $this->getRelatedImportColumns(); + $this->isUpdateOnly = ( isset($_REQUEST['import_type']) && $_REQUEST['import_type'] == 'update' ); } @@ -132,7 +135,7 @@ protected function importRow($row) { global $sugar_config, $mod_strings; - + global $beanList,$beanFiles; $focus = clone $this->bean; $focus->unPopulateDefaultValues(); $focus->save_from_post = false; @@ -140,6 +143,11 @@ $this->ifs->createdBeans = array(); $this->importSource->resetRowErrorCounter(); $do_save = true; + + $primary_key = (isset($_REQUEST['primary_key']) && !empty($_REQUEST['primary_key'])) ? $_REQUEST['primary_key'] : false; + if(!$primary_key){ + $primary_key = 'id'; + } for ( $fieldNum = 0; $fieldNum < $_REQUEST['columncount']; $fieldNum++ ) { @@ -322,46 +330,58 @@ return; } } - + + $focus_array = array(); + $newRecord_array = array(); + // if the id was specified $newRecord = true; - if ( !empty($focus->id) ) + if ( !empty($focus->$primary_key) ) { - $focus->id = $this->_convertId($focus->id); - + if($primary_key=='id') + $focus->id = $this->_convertId($focus->$primary_key); // check if it already exists - $query = "SELECT * FROM {$focus->table_name} WHERE id='".$focus->db->quote($focus->id)."'"; + $join = ''; + $_def = $focus->getFieldDefinition($primary_key); + if($_def['source'] == 'custom_fields') $join = "JOIN {$focus->table_name}_cstm ON id_c = id"; + $query = "SELECT * FROM {$focus->table_name} $join WHERE $primary_key='".$focus->db->quote($focus->$primary_key)."'"; $result = $focus->db->query($query) or sugar_die("Error selecting sugarbean: "); - $dbrow = $focus->db->fetchByAssoc($result); + while($dbrow = $focus->db->fetchByAssoc($result)){ - if (isset ($dbrow['id']) && $dbrow['id'] != -1) + if (isset ($dbrow[$primary_key]) && $dbrow[$primary_key] != -1) { - // if it exists but was deleted, just remove it - if (isset ($dbrow['deleted']) && $dbrow['deleted'] == 1 && $this->isUpdateOnly ==false) + $focus->id = $dbrow['id']; + // if it exists but was deleted, just remove it //skiping deleted rows + if (isset ($dbrow['deleted']) && $dbrow['deleted'] == 1 && $this->isUpdateOnly == false /*&& $primary_key=='id'*/) { $this->removeDeletedBean($focus); $focus->new_with_id = true; } else { + //skiping deleted rows + if(isset ($dbrow['deleted']) && $dbrow['deleted'] == 1 ) continue; if( ! $this->isUpdateOnly ) { - $this->importSource->writeError($mod_strings['LBL_ID_EXISTS_ALREADY'],'ID',$focus->id); + $this->importSource->writeError($mod_strings['LBL_ID_EXISTS_ALREADY'],$primary_key,$focus->$primary_key); $this->_undoCreatedBeans($this->ifs->createdBeans); return; } - + $clonedBean = $this->cloneExistingBean($focus); if($clonedBean === FALSE) { - $this->importSource->writeError($mod_strings['LBL_RECORD_CANNOT_BE_UPDATED'],'ID',$focus->id); + $this->importSource->writeError($mod_strings['LBL_RECORD_CANNOT_BE_UPDATED'],$primary_key,$focus->$primary_key); $this->_undoCreatedBeans($this->ifs->createdBeans); return; } else { + $focus_array[] = clone $clonedBean; + $newRecord_array[] = FALSE; + $focus = $clonedBean; $newRecord = FALSE; } @@ -369,19 +389,100 @@ } else { + if($focus->id){ $focus->new_with_id = true; + }else{ + $focus->new_with_id = false; + $focus_array[] = $this->cloneExistingBean($focus); + $newRecord_array[] = true; } } - + } + } + if(count($focus_array)==0){ + $focus_array[] = $focus; + $newRecord_array[] = $newRecord; + } + for($focus_i=0,$focus_count=count($focus_array);$focus_i<$focus_count;$focus_i++){ + $focus = $focus_array[$focus_i]; + $newRecord = $newRecord_array[$focus_i]; if ($do_save) { $this->saveImportBean($focus, $newRecord); + $mainModuleId = $focus->id; + //Save records for related module + foreach($this->importRelatedColumns as $k=>$v) + { + $exploedFields = explode("$",$v); + $relatedModule[] = $exploedFields[0]; + $relatedModuleField[$exploedFields[0]][] = $exploedFields[1]; + } + if(isset($relatedModule) && is_array($relatedModule)) + $relatedModules = array_unique($relatedModule); + if(isset($relatedModule) && is_array($relatedModule)) + foreach($relatedModuleField as $modName => $fldsArr) + { + $haveValue = 0; + $relatedModuleFile = $beanList[$modName]; + include_once($beanFiles[$relatedModuleFile]); + $relatedModuleObj = new $relatedModuleFile(); + $whereArr = array(); + $is_custom = false; + foreach($fldsArr as $k=>$fldName) + { + $fld = $modName."$".$fldName; + $fieldNo = array_search($fld,$this->importRelatedColumns); + if($row[$fieldNo]!="") + { + $haveValue++; + $relatedModuleObj->$fldName = $row[$fieldNo]; + $whereArr[] = $fldName ."='". $row[$fieldNo]."'"; + if(@$relatedModuleObj->field_defs[$fldName]['source'] == 'custom_fields') $is_custom = true; + } + } + if($haveValue) + { + $where = ""; + $where = implode(" AND ",$whereArr); + $sql = "select id from ".$relatedModuleObj->table_name; + if($is_custom) $sql .= ' inner join '.$relatedModuleObj->table_name.'_cstm on id=id_c'; + $sql .= " where ".$where." and deleted=0"; + $result2 = $relatedModuleObj->db->query($sql); + $rowQuery = $relatedModuleObj->db->fetchByAssoc($result2); + if(count($rowQuery)==0 || empty($rowQuery)) + { + $this->saveImportBean($relatedModuleObj, $newRecord); + $relatedId = $relatedModuleObj->id; + } + else + { + $relatedId = $rowQuery['id']; + } + $rel_table = strtolower($relatedModuleObj->table_name); + $foc_table = strtolower($focus->table_name); + if(strlen($rel_table)>16) $rel_table = substr($rel_table,0,11).substr($rel_table,-5); + if(strlen($foc_table)>16) $foc_table = substr($foc_table,0,11).substr($foc_table,-5); + $rel_field = $foc_table.'_'.$rel_table; + if(!$focus->load_relationship($rel_field)){ + $rel_field = $rel_table.'_'.$foc_table; + if(!$focus->load_relationship($rel_field)){ + $GLOBALS['log']->error("SugarBean.load_relationships, relationship not found."); + $rel_field = false; + } + } + if($rel_field){ + $focus->$rel_field->add($relatedId,array()); + } + $focus->save(); + } + } + // Update the created/updated counter $this->importSource->markRowAsImported($newRecord); } else $this->_undoCreatedBeans($this->ifs->createdBeans); - + } unset($defaultRowValue); } @@ -544,11 +645,15 @@ $firstrow = unserialize(base64_decode($_REQUEST['firstrow'])); $mappingValsArr = $this->importColumns; - $mapping_file = new ImportMap(); + $mappingRelatedArr = $this->importRelatedColumns; + $mappArr = $mappingRelatedArr+$mappingValsArr; + $mapping_file = new ImportMap(); + + if ( isset($_REQUEST['has_header']) && $_REQUEST['has_header'] == 'on') { $header_to_field = array (); - foreach ($this->importColumns as $pos => $field_name) + foreach ($mappArr as $pos => $field_name) { if (isset($firstrow[$pos]) && isset($field_name)) { @@ -557,6 +662,8 @@ } $mappingValsArr = $header_to_field; + } else{ + $mappingValsArr = $mappArr; } //get array of values to save for duplicate and locale settings $advMapping = $this->retrieveAdvancedMapping(); @@ -679,7 +786,26 @@ return $importColumns; } + protected function getRelatedImportColumns() + { + $importRelatedColumns = array(); + foreach ($_REQUEST as $name => $value) + { + // only look for var names that start with "fieldNum" + if (strncasecmp($name, "colnum_", 7) != 0) + continue; + // pull out the column position for this field name + $pos = substr($name, 7); + + if ( strpos($value,"$") ) + { + // now mark that we've seen this field + $importRelatedColumns[$pos] = $value; + } + } + return $importRelatedColumns; + } protected function getFieldSanitizer() { $ifs = new ImportFieldSanitize(); Index: modules/Import/tpls/confirm.tpl =================================================================== --- modules/Import/tpls/confirm.tpl (revision 73) +++ modules/Import/tpls/confirm.tpl (working copy) @@ -170,8 +170,30 @@ </tr> <tr> <td colspan="2"><div class="hr" style="margin-top: 0px;"></div></td> + </tr> + {if $TYPE != 'import'} + <tr> + <td colspan="2"><h3>Select primaty field {sugar_help text="It will update the row with the field equal to the value of the csv row"}</h3></td> </tr> <tr> + <td colspan="2"> + <select name="primary_key"> + {foreach from=$SAMPLE_ROWS item=row name=row} + {foreach from=$row item=value} + {if $smarty.foreach.row.first} + {if $HAS_HEADER} + <option value="{$value}"{if $value|lower == 'id'} selected='selected' {/if}>{$value}</option> + {/if} + {/if} + {/foreach} + {/foreach} + </select> + </td> + </tr> + {else} + <input name="primary_key" value="" type="hidden" /> + {/if} + <tr> <td colspan="2"><h3>{$MOD.LBL_THIRD_PARTY_CSV_SOURCES} {sugar_help text=$MOD.LBL_THIRD_PARTY_CSV_SOURCES_HELP}</h3></td> </tr> <tr> Index: modules/Import/tpls/dupcheck.tpl =================================================================== --- modules/Import/tpls/dupcheck.tpl (revision 73) +++ modules/Import/tpls/dupcheck.tpl (working copy) @@ -84,6 +84,7 @@ <input type="hidden" id="enabled_dupes" name="enabled_dupes" value=""> <input type="hidden" id="disabled_dupes" name="disabled_dupes" value=""> <input type="hidden" id="current_step" name="current_step" value="{$CURRENT_STEP}"> +<input type="hidden" name="primary_key" value="{$primary_field}"> <div class="hr"></div> <div> Index: modules/Import/tpls/step3.tpl =================================================================== --- modules/Import/tpls/step3.tpl (revision 73) +++ modules/Import/tpls/step3.tpl (working copy) @@ -118,10 +118,34 @@ {/if} <tr> {if $HAS_HEADER == 'on'} - <td id="row_{$smarty.foreach.rows.index}_header">{$item.cell1}</td> + <td id="row_{$smarty.foreach.rows.index}_header"> + {if $primary_field==$item.cell1} + <b>{$item.cell1} + <small>*Primary Field</small> + </b> + <input type="hidden" name="primary_key" value="{$primary_field}" id="primary_key" /> + <script> + {literal} + (function(obj, evType, fn){ + if (obj.addEventListener){ + obj.addEventListener(evType, fn, false); + return true; + } else if (obj.attachEvent){ + var r = obj.attachEvent("on"+evType, fn); + return r; + } else { + return false; + } + })(window,'load',function(){document.getElementById('primary_key').value=document.getElementById('primary_key_list').value}) + {/literal} + </script> + {else} + {$item.cell1} {/if} + </td> + {/if} <td valign="top" align="left" id="row_{$smarty.foreach.rows.index}_col_0"> - <select class='fixedwidth' name="colnum_{$smarty.foreach.rows.index}"> + <select class='fixedwidth' name="colnum_{$smarty.foreach.rows.index}"{if $primary_field==$item.cell1} id="primary_key_list" onblur="document.getElementById('primary_key').value = this.value" {/if}> <option value="-1">{$MOD.LBL_DONT_MAP}</option> {$item.field_choices} </select> Index: modules/Import/views/view.confirm.php =================================================================== --- modules/Import/views/view.confirm.php (revision 73) +++ modules/Import/views/view.confirm.php (working copy) @@ -63,7 +63,7 @@ global $sugar_config, $locale; $this->ss->assign("IMPORT_MODULE", $_REQUEST['import_module']); - $this->ss->assign("TYPE",( !empty($_REQUEST['type']) ? $_REQUEST['type'] : "import" )); + $this->ss->assign("TYPE",( !empty($_REQUEST['type']) ? $_REQUEST['type'] : ( !empty($_REQUEST['import_type'])?$_REQUEST['import_type'] : "import") )); $this->ss->assign("SOURCE_ID", $_REQUEST['source_id']); $this->instruction = 'LBL_SELECT_PROPERTY_INSTRUCTION'; Index: modules/Import/views/view.dupcheck.php =================================================================== --- modules/Import/views/view.dupcheck.php (revision 73) +++ modules/Import/views/view.dupcheck.php (working copy) @@ -73,6 +73,7 @@ $this->ss->assign("IMPORT_MODULE", $_REQUEST['import_module']); $this->ss->assign("CURRENT_STEP", $this->currentStep); $this->ss->assign("JAVASCRIPT", $this->_getJS()); + $this->ss->assign("primary_field", @$_REQUEST['primary_key'] ? $_REQUEST['primary_key'] : 'id' ); $content = $this->ss->fetch('modules/Import/tpls/dupcheck.tpl'); $this->ss->assign("CONTENT", $content); Index: modules/Import/views/view.last.php =================================================================== --- modules/Import/views/view.last.php (revision 73) +++ modules/Import/views/view.last.php (working copy) @@ -109,6 +109,8 @@ $this->ss->assign("errorrecordsFile",ImportCacheFiles::getErrorRecordsWithoutErrorFileName()); $this->ss->assign("dupeFile",ImportCacheFiles::getDuplicateFileName()); + $this->ss->assign("primary_field", @$_REQUEST['primary_key'] ? $_REQUEST['primary_key'] : 'id' ); + if ( $this->bean->object_name == "Prospect" ) { $this->ss->assign("PROSPECTLISTBUTTON", $this->_addToProspectListButton()); Index: modules/Import/views/view.step3.php =================================================================== --- modules/Import/views/view.step3.php (revision 73) +++ modules/Import/views/view.step3.php (working copy) @@ -63,7 +63,7 @@ public function display() { global $mod_strings, $app_strings, $current_user, $sugar_config, $app_list_strings, $locale; - + global $beanList,$beanFiles; $this->ss->assign("IMPORT_MODULE", $_REQUEST['import_module']); $has_header = ( isset( $_REQUEST['has_header']) ? 1 : 0 ); $sugar_config['import_max_records_per_file'] = ( empty($sugar_config['import_max_records_per_file']) ? 1000 : $sugar_config['import_max_records_per_file'] ); @@ -200,7 +200,91 @@ if (!empty($importColumns)) { $column_sel_from_req = true; } - + foreach($this->bean->field_defs as $field) + { + if(0 == strcmp($field['type'],'link') && (!empty($field['module']) || !empty($field['relationship']))) + { + if(!empty($field['module'])) + { + $related_module = $field['module']; + } + elseif(!empty($field['relationship'])) + { + require_once("data/Relationships/RelationshipFactory.php"); + $test = SugarRelationshipFactory::getInstance()->getRelationship($field['relationship']); + if($test->def['relationships'][$field['relationship']]['lhs_module'] == $this->bean->module_dir) + { + $relatedMods[] = $test->def['relationships'][$field['relationship']]['rhs_module']; + } + else + { + $relatedMods[] = $test->def['relationships'][$field['relationship']]['lhs_module']; + } + } + } + } + //add extra related fields + foreach($relatedMods as $key=>$relatedModule) + { + if(array_key_exists($relatedModule,$beanList)) + { + $relatedModuleFile = $beanList[$relatedModule]; + include_once($beanFiles[$relatedModuleFile]); + $relatedModuleObj = new $relatedModuleFile(); + $fieldsRel = $relatedModuleObj->get_importable_fields(); + $relModuleStrings = return_module_language($current_language, $relatedModuleObj->module_dir); + foreach ( $fieldsRel as $fieldname => $properties ) { + if($properties['relationship']) + continue; + // get field name + if (!empty($relModuleStrings['LBL_EXPORT_'.strtoupper($fieldname)]) ) + { + $displayname = str_replace(":","", $relModuleStrings['LBL_EXPORT_'.strtoupper($fieldname)] ); + } + else if (!empty ($properties['vname'])) + { + $displayname = str_replace(":","",translate($properties['vname'] ,$relatedModuleObj->module_dir)); + } + else + $displayname = str_replace(":","",translate($properties['name'] ,$relatedModuleObj->module_dir)); + + $selected = ''; + if ($column_sel_from_req && isset($importColumns[$field_count])) { + if ($fieldname == $importColumns[$field_count]) { + //$selected = ' selected="selected" '; + $defaultField = $fieldname; + $mappedFields[] = $fieldname; + } + } else { + if ( !empty($defaultValue) && !in_array($fieldname,$mappedFields) + && !in_array($fieldname,$ignored_fields) ) + { + if ( strtolower($fieldname) == strtolower($defaultValue) + || strtolower($fieldname) == str_replace(" ","_",strtolower($defaultValue)) + || strtolower($displayname) == strtolower($defaultValue) + || strtolower($displayname) == str_replace(" ","_",strtolower($defaultValue)) ) + { + //$selected = ' selected="selected" '; + $defaultField = $fieldname; + $mappedFields[] = $fieldname; + } + } + } + // get field type information + $fieldtype = ''; + if ( isset($properties['type']) + && isset($mod_strings['LBL_IMPORT_FIELDDEF_' . strtoupper($properties['type'])]) ) + $fieldtype = ' [' . $mod_strings['LBL_IMPORT_FIELDDEF_' . strtoupper($properties['type'])] . '] '; + if ( isset($properties['comment']) ) + $fieldtype .= ' - ' . $properties['comment']; + + $optionsRelated[$relatedModuleObj->module_dir.'$'.$fieldname] = '<option value="'.$relatedModuleObj->module_dir.'$'.$fieldname.'" title="'. $displayname . htmlentities($fieldtype) . '"' + . $selected . $req_class . '>'. $relatedModuleObj->module_dir.".". $displayname . '</option>\n'; + } + + } + } + for($field_count = 0; $field_count < $ret_field_count; $field_count++) { // See if we have any field map matches $defaultValue = ""; @@ -225,7 +309,17 @@ $defaultField = ''; global $current_language; $moduleStrings = return_module_language($current_language, $this->bean->module_dir); + + $related_options_clone = $optionsRelated; + if( + isset($firstrow_name) && + isset($field_map[$firstrow_name]) && + isset($related_options_clone[$field_map[$firstrow_name]]) + ){ + $related_options_clone[$field_map[$firstrow_name]] = str_replace('<option ','<option selected="selected" ',$related_options_clone[$field_map[$firstrow_name]]); + } + foreach ( $fields as $fieldname => $properties ) { // get field name if (!empty($moduleStrings['LBL_EXPORT_'.strtoupper($fieldname)]) ) @@ -278,7 +372,6 @@ $options[$displayname.$fieldname] = '<option value="'.$fieldname.'" title="'. $displayname . htmlentities($fieldtype) . '"' . $selected . $req_class . '>' . $displayname . $req_mark . '</option>\n'; } - // get default field value $defaultFieldHTML = ''; if ( !empty($defaultField) ) { @@ -306,6 +399,11 @@ $cellOneData = isset($rows[0][$field_count]) ? $rows[0][$field_count] : ''; $cellTwoData = isset($rows[1][$field_count]) ? $rows[1][$field_count] : ''; $cellThreeData = isset($rows[2][$field_count]) ? $rows[2][$field_count] : ''; + + if(count($optionsRelated)>0 && @$_REQUEST['primary_key'] != $firstrow_name) + { + $options = array_merge($options, $related_options_clone); + } $columns[] = array( 'field_choices' => implode('',$options), 'default_field' => $defaultFieldHTML, @@ -382,6 +480,7 @@ $this->ss->assign("COLUMNCOUNT",$ret_field_count); $this->ss->assign("rows",$columns); + $this->ss->assign("primary_field", @$_REQUEST['primary_key'] ? $_REQUEST['primary_key'] : 'id' ); $this->ss->assign('datetimeformat', $GLOBALS['timedate']->get_cal_date_time_format()); @@ -768,4 +867,4 @@ EOJAVASCRIPT; } -} +} \ No newline at end of file |
10 comments:
Hello there,
Just thought I should point out you got some replies to this on the Sugar forums: http://forums.sugarcrm.com/f3/solved-importing-related-module-data-sugarcrm-importer-sugarcrm-6-3-1-patch-80503/
Hi,
Could you create article on how to hide field from certain users?
For example: Module cases and field status, user: aaa.
It's hard to find this think fully explained. Thank you in advance.
Hi Adam
I am a bit short on time at the moment, so I do not think I will have time to move this to Github in the near future.
Regards
Kenneth
Hi Anonymous
I have actually already implemented this as an core feature in SugarCrm in 5.1.0b, but am in the progress of moving this to SugarCrm 6.4.2.
Full support / builtin under Admin/Roles to on each field for a role either show the field, make it readonly or completely hide it.
I will see if I have time to create a post about that here.
Regards
Kenneth
Well, I hope you will :)
While changing privileges to listview is quite easy task to modify files, changing that in detail or edit view is unfortunately completely different.
I like Your Post very much about SugarCRM Development. The Post is very helpful and useful for me. Thanks for share this valuable Information.
Definitely one of the coolest customizations I've seen for SugarCRM. Can't believe I haven't found your blog before. What do you think are the limitations to getting support for this feature into the core product? I know you're busy but doing a pull request into the sugarcrm_dev branch would be awesome: https://github.com/sugarcrm/sugarcrm_dev
Hi Jason
The sugar core team contacted me about this feature, since they were interested in incorporating this in the official releases. I told them that I did not have time to port this to the most current release at the time (which was 6.4.2). But that they were welcome to take the patch and apply it and merge formward.
The last thing I heard was that they were working on it.
Regards
Kenneth
Hi Kenneth,
I am have query, I want to add some fields in the the View Import File Properties Page.
In the Step:2 while Importing the record, there is one button in the page named as"View Import File Properties", If someone click the button then some field are there, I want to add some fields there.I went through the file(modules/Import/tpls/confirm.tpl) and (modules/Import/view/view.confirm.php)checked in the instance, but didn't get success. What I need to do. How to add the fields there.
SugarCrm importer at a module stage performs well. However If I need to transfer information that is actually patterned in SugarCrm as being 2 segments with a many connection in between then the built-in importer comes up brief.
Post a Comment