Brainstorm: Add related records as "mass update"

Question

I have a complex scenario:

I have a custom subpanel on Leads for Products of Interest.

Each Product of Interest has a series of qualifiers. Which qualifiers apply to which product is determined in a custom Products of Interest Catalog.

When entering a Product of Interest one selects from a product dropdown (generated from the custom catalog) and is presented with checkboxes and other dropdowns for the applicable qualifiers (again, based on the custom catalog).

I want the user to be able to Mass Assign Products of Interest by selecting a number of leads from a filtered list and assigning a product with certain options to each one. All leads would get the same product/options.

I am thinking the solution is to have an Action on the List that would open a Products of Interest drawer. Here the user would select the Product of Interest to be added and set the options, when saving I would create a Product of Interest record for each item in the collection.

The other option is easier to code but messier to maintain:

Have a panel for each product and put each product and qualifiers for each product on the Lead itself. I don't like this approach because as products and qualifiers change in time we'll end up with abandoned fields and messy re-naming.

Can anyone think of something better/easier?

thanks,
FrancescaS

SugarCRM v7.6.1 Professional

Francesca Shiekh · Accepted Answer

Solved extending record list to open the drawer and relate the profucts to the collection selected

custom/modules/Leads/clients/base/views/recordlist/recordlist.php

Added to the actions array:

array(

'name' => 'comp_products_button',

'type' => 'button',

'label' => 'LBL_ADD_COMP_PRODUCTS',

'acl_action' => 'edit',

'primary' => true,

'events' => array(

'click' => 'list:addcompproducts:fire',

),

custom/modules/Leads/clients/base/views/recordlist/recordlist.js

({

extendsFrom: 'RecordlistView',

initialize: function(options){

this._super('initialize', [options]);

//events

this.context.on('list:addcompproducts:fire', this.addComplimentaryProducts, this);

},

addComplimentaryProducts: function(){

var ids = _.map(this.context.get('mass_collection').models, function(selected_model){return selected_model.id});

//open the complimentary product drawer, loop through the ids and create a new product for each lead id

app.drawer.open({

layout:'create-actions',

context:{

create: true,

module:'compp_Complimentary_Products',

parent_ids: ids,

parent_module: 'Leads',

}

});

},

_dispose: function() {

this._super('_dispose');

},

})

and handle the multi add in

custom/modules/compp_Complimentary_Products/clients/base/views]$ vi create-actions/create-actions.js

/**

* @class View.Views.Base.CreateActionsView

* @alias SUGAR.App.view.views.BaseCreateActionsView

* @extends View.Views.Base.CreateView

*/

({

extendsFrom: 'BaseCreateActionsView',

/**

* An array of the parent IDs from the list view (mass creation of products)

* @protected

* @type {Array}

*/

_parentIDs: [],

/**

* The name of the parent module from the list view (mass creation of products)

* @protected

* @type {string}

*/

_parentModule: [],

initialize: function(options) {

if(!_.isUndefined(options.context.get('parent_ids')) && !_.isUndefined(options.context.get('parent_module'))){

this._parentIDs = options.context.get('parent_ids');

this._parentModule = options.context.get('parent_module');

}

this._super('initialize', [options]);

},

/**

* Save and close drawer

*/

saveAndClose: function () {

this.initiateSave(_.bind(function () {

if(app.drawer){

app.drawer.close(this.context, this.model);

}

var parent_ids = this._parentIDs,

parent_module = this._parentModule,

copy_id = this.model.get('id');

if(!_.isEmpty(parent_ids) && !_.isEmpty(parent_module)){

this.handleMultiAdd(parent_module, parent_ids, copy_id);

}

}, this));

},

/**

* Handle click on save and create another link

*/

saveAndCreate: function() {

this.context.lastSaveAction = this.SAVEACTIONS.SAVE_AND_CREATE;

var parent_ids = this._parentIDs,

parent_module = this._parentModule;

this.initiateSave(_.bind(

function() {

var copy_id = this.model.get('id');

this.clear();

// set the default attributes and the relatedAttributes back

// on the model since it's been cleared out

this.model.set(_.extend(this.model.getDefault(), this.model.relatedAttributes));

this.resetDuplicateState();

if (this.hasSubpanelModels) {

// loop through subpanels and call resetCollection on create subpanels

_.each(this.context.children, function(child) {

if (child.get('isCreateSubpanel')) {

this.context.trigger('subpanel:resetCollection:' + child.get('link'), true);

}

}, this);

// reset the hasSubpanelModels flag

this.hasSubpanelModels = false;

}

if(!_.isEmpty(parent_ids) && !_.isEmpty(parent_module)){

this.handleMultiAdd(parent_module, parent_ids, copy_id);

}

}, this));

},

handleMultiAdd: function(parent_module, parent_ids, copy_id){

var url = app.api.buildURL('compp_Complimentary_Products/addMultipleCompProducts/'+parent_module+'/'+parent_ids+'/'+copy_id);

console.log(url);

App.api.call('GET', url, '',{

success: _.bind(function(o){

console.log("REST easy " + o);

},this),

error: _.bind(function(o){

console.log("No REST for the wicked!" + o);

}, this),

});

},

})