Default Value in a new Company Field

drengland1979

Hi,

I have created a new list field in the Companies table. It gets the list from Common Data. I would like when a new company is created, for a default value (one of the list items) to automatically populate the field, which can then manually be changed by the user if appropriate.

I understand that default values are placed in the appropriate PHP file. My problem is, I do not know which file to place this in for Companies. In a contact for instance it is under Modules/Contacts, but which file is it for a company.

Your help would be very much appreciated.

Dave

ajb

The best way to do this would be create custom callback class and register processing callback for companies. Because this solution will persist over EPESI update.

Create dir and file
modules/Custom/MyCallbacks.php

<?php

class MyCallbacks {

 public static function process_company($values, $mode) {

  if ($mode == 'adding') $values['my_field'] = 'my_default_value';

  return $values;

 }

}

and execute in EPESI shell ( /admin -> run php command)

\Utils_RecordBrowserCommon::register_processing_callback('company', array('Custom_MyCallbacks', 'process_company'));

Regards,
Adam

drengland1979

Hi Adam,

Thank you for your reply. I have followed your instructions and when I run the PHP Command, I get the following screen

I then restarted my session of EPESI, went in to add a new company, but the default value was not added to the field?

Can you assist further?

Many thanks
Dave

ajb

Null is the right return value.
You can check if the method is properly called by causing some error in your processing callback.

<?php

class MyCallbacks {

 public static function process_company($values, $mode) {

throw new Exception('It works!');

  if ($mode == 'adding') $values['my_field'] = 'my_default_value';

  return $values;

 }

}

have you properly set your defaults in callback? Please paste your file and field name

drengland1979

Hi,

This is the file I created following your instructions:

<?php

class MyCallbacks {

public static function process_company($values, $mode) {

if ($mode == 'adding') $values['Allocation Status'] = 'Not Allocated';

return $values;

}

}

Your help is very much appreciated.

Dave

ajb

You have to use field id - lowercase with underscores allocation_status. Also you have to use commondata key, not value.

drengland1979

Hi.

That still is not working. Do I have to put anything in the advanced properties of the field?

Dave

ajb

Nope. Have you checked that exception I've been writing about? You're asking for help, but you're not very helpful with your responses. It would be a lot easier if you'll write ALL about your changes, intentions and everything you've made in the first post. I've got better things to do than asking you to tell me something more about your issue. sorry.

drengland1979

Hi,

I do not need to re-write what you have written. I am sorry you feel you are wasting your time. I am following everything you have advised and still no joy. I am relatively in-experienced at this, so being criticised for my posts in that way is not exactly helpful. Shall I try again?

I have a field in the 'Companies' table, with the following:

Field: Allocation Status
Caption: BDT Allocation Status
Data Type: Select field
Source of Data: CommonData
Type: Single value selection
Order by: Key
CommonData table: Allocation_Status
Table view: ticked
Tooltip view: not ticked
Required: not ticked
Filter enabled: ticked
Export: ticked
Value display function: empty
Field generator function: empty

In CommonData, I have the following entry:

Key: Allocation_Status
Value: empty

Under this I have:

Key: not_allocated
Value: Not Allocated

I would like, when a user clicks on "Add New" to add a new company, that when the entry screen is displayed, the field "Allocation Status" is automatically set to and shows as "Not Allocated", but which the user can then change to another selection from the list if appropriate.

I have followed your advice, and:

Create dir and file
modules/Custom/MyCallbacks.php

<?php

class MyCallbacks {

public static function process_company($values, $mode) {

if ($mode == 'adding') $values['allocation_status'] = 'not_allocated';

return $values;

}

}

I then went into Admin Tools and run the PHP command:

\Utils_RecordBrowserCommon::register_processing_callback('company', array('Custom_MyCallbacks', 'process_company'));

When I now go into "Add New" Company, the field Allocation Status is still shown as empty instead of "Not Allocated".

Im not sure, what more you want me to write, or how you want me to describe it. I am sorry I am not technically at your level, but that is why I came on here asking for help.

What you have provided so far, is very helpful and I do value your time, thank you.

Dave

ajb

Still you've left one important question unanswered, one that would led us faster to the correct solution. That exception i've been asking to throw 😉
I've made a mistake in the code - wrong class name. It should be Custom_MyCallbacks

<?php

class Custom_MyCallbacks {

public static function process_company($values, $mode) {

if ($mode == 'adding') $values['allocation_status'] = 'not_allocated';

return $values;

}

}

As I'm trying to answer all questions I don't test everything. I feel guilty for this issue.

Sorry if you've felt offended.

Best regards,
Adam

drengland1979

Hi Adam.

That worked a treat, thank you so much. I have now learnt something. Apologies if you were frustrated with my inexperience.

Many thanks again.
Dave

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