Upgrading from 7.7.9

SuiteCRM Forum - English Language Installation & Upgrade Help
1

pgr,

I am the developer that CustomMachine referred to.

We are currently at version 7.7.9 and have made extensive customizations to that version.
You have said " It isn’t complicated to get the filters panel to show all the time, instead of having to click to open" but that is not everything that is required to get the user interface back to the functionality that our users are comfortable with.

Our users are comfortable with the Search view panel displayed above the List view and we have many custom fields that they need to use as filters. Opportunities, for example, has 36 filter fields (4 across by 9 down) and the users are familiar with frequently-used filter locations on the page.

In the current version, we see that these filters would be presented in a scrolling list which is displayed by clicking the filter/funnel on the List view. This would require that the users click the funnel and then scroll through the lengthy, single-field wide list possibly numerous times to set all of the filters for their desired List view.

So as I see it, the modifications required (for every module we use which are all of the standard ones plus 10 more custom modules) would be to reformat the Search view back to 4 wide instead on 1 wide and modify it so it displays and stays at the top of the List View page.

As I am just trying to understand the extent of changes required right now, I do not yet have an instance of the latest version currently configured but I have looked at some files changed in Github. Could you discuss in general terms the changes necessary to a single module in order to get this working?

For example (based on experience with versions 7.7.9 and prior), I would anticipate needing to modify the metadata/searchdefs.php files for each module to set templateMeta maxColumns to 4 to keep my 4-wide search filter list. But I see that templateMeta is no longer in the Github searchdefs.php files, so I am concerned that it is no longer utilized in the latest version. If, prior to upgrade, I created custom versions of all metadata/searchdefs.php files with templateMeta would templateMeta 4-wide functionality still work?

And I assume (this is the area that I am not very familiar with), custom changes would be required to each module’s ListViewSmarty.php or would the changes be made in the common include/ListView/ListViewSmarty.php. I see extensive changes to this file in Github. I see many new flags were created. It would be very handy if setting these a particular way would achieve my desired result. But perhaps that is too much to wish for

For each module…Would custom TPL changes be required as well? Changes to view.list.php?

Thanks in advance for your assistance. By the way, I personally do like the new interface. I think that it is much cleaner and allows better display of the List View.

Dianna

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Hi Dianna, I moved this to a new thread, I hope that’s ok with you.

I’ll try to write up an answer somewhere this week when I find the time. Thanks

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No problem. I was thinking that the subject was not appropriate. Thanks for your time.

4

You don’t have a new version to try (yet), and I don’t have an old version to remind myself of how it used to look :frowning:

I am afraid I can’t be of much help to you at the level of technicality of the questions you are raising. I am not very experienced customizing SuiteCRM, I only did one small project before I joined SalesAgility. The rest I just know from helping people out here in the forums and trying things.

A few options you could explore:

  • the settings you make for a search filter can be copied to other users. So if you do find a way to set things up from the new interface, it is possible to “inject” these settings for all your users, directly in the database.

  • Also, on Studio/Module/Layouts/Filter you can control which fields are searchable. You can check which files this manipulates, and get a sense of how the new filter function is building the screen.

Please study these things and when you get stuck, then come back here with very specific questions and I’ll try to figure things out with you…

1 Like
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PGR, thanks for your engagement. Can you connect Dianna with the developer at Sales Agility that is most in tune with that part of the code?

Thanks,
CustomMachine

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I’m sorry, but I don’t think I can. Most of the code was written in SugarCRM days, those developers are not around. :slight_smile:

Our product developers are busy working on the plans for SuiteCRM 8.

You can get help from out support team and project team if you are willing to pay for it, that’s what we do for our income.

Apart from that, I sometimes approach them with simple, to-the-point questions, so if you or Dianna want to go into something specific you’re trying to get to work, I might try helping with that (after I return from vacation - next week).

Sorry about this but you can imagine how easy it is for us to become overwhelmed with this big Community needing help in many different ways. I am sure you’ll understand.

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PGR,

Since it was someone at SuiteCRM that altered the UI to this new state (Hidden Module Search Filters), perhaps we could be put in contact with that person? In our view, this modification is great for a very simple operation that does not need to make frequent changes to the filter settings. Unfortunately for us, this new UI is Very Cumbersome and will not be accepted by our user base. We can’t be alone in this. Given your experience in the comunity, what would be the best approach to engaging those in our situation to tackle this as a team?

Are you aware of any other threads that are dealing with the module search filter UI?

Thanks,

CM

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The code, and all its changes, are public on Github, so you can find out who did it, and exactly what he did. I think most of it was done by gymad who is not currently assigned to do any work on the Community, so you won’t have much luck trying to engage with him.

How much money is this worth to you? You can hire a few hours of a specialist developer and get it done for you. Contact SalesAgility, or others who are active here like UrdhvaTech or OutrightSystems or many others.

If you don’t want to spend any money, then as I wrote above, start the work, try something and when you get stuck ask about it, as specifically as possible, and we’ll see if me or anybody else here can help you get over that hurdle.

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Thanks PGR, tried contacting SalesAgility in the past but got no response. We are spending money all the time on this and other SuiteCRM Development/Cusomization. It would be great to have a reliable expert that could help our developer when she needs guidance. Also in this particular area to knock this out for us. It’s probably not a big task for someone who is familiar with that code.

Thanks for your recommendations, I will contact them.

Thanks Again,
CM

10

Hi,
Feel free to contact me for any code related issue.
Will be happy to assist you.
Thank you.

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Ashish, I sent you an email on March 26th. Thanks, Justin

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Hello,

You can try : After upgrading to the version you want. Add the below line in your config_override.php

$sugar_config['enable_legacy_search'] = array('Opportunities');

And it should work like a charm!

Do let us know how it goes!

5 Likes
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Worked exactly like a charm!! Thanks urdhvatech.
Dianna

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If anybody wants to have legacy search for list view this code snippets will help you.

Blog : http://urdhva-tech.com/blogs/convert-suitecrm-search-popup-filter-to-fixed-panel-on-listview

3 Likes
15

Thanks, This is what I was looking for since long.

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Thanks for the tip urdhvatech! Is there a setting available to reformat the single column admin panel to two columns as it was before using the Suite 7 theme? Screenshot attached.