How to Change the Account Name field back to a relate field in Leads

In sugarCRM CE the relationship between Leads and Accounts has been changed so that in the Leads editview, the account name does not show as a standard relate field. If for whatever reason you would like to change this back to a standard relate field do the following:

Add the following file in custom/Extension/modules/Leads/Ext/Vardefs/vardefs_change.php

vardefs_change.php:

$dictionary['Lead']['fields']['account_id']['name'] = 'account_id';
//$dictionary['Lead']['fields']['account_id']['rname'] = 'id';
//$dictionary['Lead']['fields']['account_id']['id_name'] = 'account_id';
//$dictionary['Lead']['fields']['account_id']['group'] = 'account_name';
$dictionary['Lead']['fields']['account_id']['vname'] = 'LBL_ACCOUNT_ID';
$dictionary['Lead']['fields']['account_id']['type'] = 'id';
//$dictionary['Lead']['fields']['account_id']['table'] = 'accounts';
//$dictionary['Lead']['fields']['account_id']['isnull'] = 'true';
//$dictionary['Lead']['fields']['account_id']['module'] = 'Accounts';
//$dictionary['Lead']['fields']['account_id']['dbType'] = 'id';
$dictionary['Lead']['fields']['account_id']['reportable'] = false;
//$dictionary['Lead']['fields']['account_id']['source'] = 'non-db';
//$dictionary['Lead']['fields']['account_id']['massupdate'] = false;
//$dictionary['Lead']['fields']['account_id']['duplicate_merge'] = 'disabled';
//$dictionary['Lead']['fields']['account_id']['hideacl'] = true;

$dictionary['Lead']['fields']['account_name']['name'] = 'account_name';
$dictionary['Lead']['fields']['account_name']['rname'] = 'name';
$dictionary['Lead']['fields']['account_name']['id_name'] = 'account_id';
//$dictionary['Lead']['fields']['account_name']['id_name'] = 'id';
$dictionary['Lead']['fields']['account_name']['vname'] = 'LBL_ACCOUNT_NAME';
$dictionary['Lead']['fields']['account_name']['join_name'] = 'accounts';
//$dictionary['Lead']['fields']['account_name']['group'] = 'account_name';
$dictionary['Lead']['fields']['account_name']['type'] = 'relate';
$dictionary['Lead']['fields']['account_name']['link'] = 'accounts';
$dictionary['Lead']['fields']['account_name']['table'] = 'accounts';
//$dictionary['Lead']['fields']['account_name']['isnull'] = 'true';
$dictionary['Lead']['fields']['account_name']['module'] = 'Accounts';
//$dictionary['Lead']['fields']['account_name']['dbType'] = 'varchar';
$dictionary['Lead']['fields']['account_name']['len'] = '255';
$dictionary['Lead']['fields']['account_name']['source'] = 'non-db';
//$dictionary['Lead']['fields']['account_name']['unified_search'] = true;
$dictionary['Lead']['fields']['account_name']['reportable'] = false;
$dictionary['Lead']['fields']['account_name']['save'] = false

Then in custom/modules/Leads/metadata/editviewdefs.php

Change the account_name definition as follows:

array (
0 =>
array (
'name' => 'account_name',
'type' => 'relate',
// 'validateDependency' => false,
//'customCode' =&gt; '<input id="EditView_account_name" type="text" disabled="disabled" maxlength="255" name="account_name" size="30" value="{$fields.account_name.value}" />',
),
1 => 'phone_fax',
),

And in the form hidden fields array comment out the account_id field as this field will interfere with the Javascript call back that populates the id for relate field.

form' => 
      array (
        'hidden' => 
        array (
          0 => '<input type="hidden" name="prospect_id" value="{if isset($smarty.request.prospect_id)}{$smarty.request.prospect_id}{else}{$bean->prospect_id}{/if}">',
          //1 => '<input type="hidden" name="account_id" value="{if isset($smarty.request.account_id)}{$smarty.request.account_id}{else}{$bean->account_id}{/if}">',
          1 => '<input type="hidden" name="contact_id" value="{if isset($smarty.request.contact_id)}{$smarty.request.contact_id}{else}{$bean->contact_id}{/if}">',
          2 => '<input type="hidden" name="opportunity_id" value="{if isset($smarty.request.opportunity_id)}{$smarty.request.opportunity_id}{else}{$bean->opportunity_id}{/if}">',
        ),

Now go to admin then repair and do a quick repair and rebuild and that should be it.

About Andy

Software Developer from Falkirk, Central Scotland.