Hi
I need to create a pre-defined filter for the products in the quotes module on Sugar 7.9. I was successful in creating the filter for the product module, for the opportunity, for the revenue line item and for the quoted line item module, but for the quota module it only appears as an optional filter. I followed the tutorial below:
Can you help me by telling me which file to change so that the filter is pre-defined in this situation?
In the attached images you can check the problem.
Thanks.
I have not tried this, but on the Quote the initial_taxrate field has a filter defined in clients/base/views/record/record.php
array(
'name' => 'taxrate_name',
'type' => 'taxrate',
'initial_filter' => 'active_taxrates',
'filter_populate' => array(
'module' => array('TaxRates'),
),
'populate_list' => array(
'id' => 'taxrate_id',
'value' => 'taxrate_value',
),
),
I wonder if you can do something similar to product_template_name in
custom/modules/Products/clients/base/views/quote-data-group-list/quote-data-group-list.php
FrancescaS