Jerry Clark has resurrected Jon Whitcraft’s first Worklog field as a Sugar 7-friendly plugin available for download from SugarForge. The Worklog field can be used in place of a standard Sugar textarea field to insert a widget where users can log comments and events. Each entry that is made via the widget will be displayed as a line item in an ordered list. Users can see who created each entry and when they posted it.
The Worklog field is Studio-enabled so the administrator of an instance with the package installed can create a “worklog” type field and place it on any Sidecar or BWC module’s record view without assistance from a developer.
By Grabthar's hammer, you shall have a complete Historical Summary!
Out of the box, Sugar’s Sidecar modules feature a handy “Historical Summary” option that does an excellent job of aggregating activity records (emails, notes, calls, and meetings) and displaying them in a sortable and preview-able list view. But users still need to click on individual preview buttons for a glimpse into each line item.
The extended Historical Summary plugin, also developed by Jerry Clark, mimics the all-encompassing view of activities from the ”View History” option that was available in Sugar 6.x and earlier versions. The main benefit of the enhanced tool is the ability to scroll through a slide-down drawer that displays the contents of every email, note, call, and meeting that is related to the parent record. This saves the user time and clicks when they need to quickly scan a record’s history.
The Historical Summary plugin also makes it easier for users to search for key words and phrases to quickly jump to the history item they need. A simple Ctrl+F will leverage the browser’s ability to find the relevant activity record without the user having to click into each item’s preview.