Sugar: Setting Default for Cases and Opportunities

Article ID: 71

Last updated: 01 Nov, 2016

Riva Cloud and Riva On-Premise do not force specific unknown or customizable values on new items; the built-in Sugar Custom Hooks are recommended.

Custom Hooks have been available in Sugar for many versions and are fully supported. They provide the greatest flexibility, allowing different defaults or custom processing based on different key values. A custom hook can be built to copy the values from a "Template" object that could be edited in the CRM, allowing users to override their own individual defaults. An unlimited number of options are available.

This article includes some examples that would work with Sugar 4.5+ to Sugar 6.x. These examples have not been confirmed against Sugar 7.x or SuiteCRM.

Example for Cases

Filename: sugarcrm_root/custom/include/Cases/CaseHooks.OnCreate_SetDefaults.php

<?php

if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');



require_once('data/SugarBean.php');

require_once('modules/Users/User.php');

require_once('include/utils.php');



class CaseHooks_OnCreate_SetDefaults

{        

    function Execute(&$bean, $event, $arguments)

    {

        /// In-case we are miss-hooked

        if ($event != 'before_save')

            return;

            

        /// Should only perform on new items.

        if(!empty($bean->fetched_row))

            return;

        

        /// Set Priority

        if(!isset($bean->priority))

        {

            // $bean->priority = "P1"; /// High

            $bean->priority = "P2"; /// Normal

            // $bean->priority = "P3"; /// Low

            // $bean->priority = "P0"; /// Urgent

        }

        

        /// Set Status to "Active - New"

        if(!isset($bean->status))

        {

            $bean->status = "Active - New";

        }

    }

}

?>

Filename: sugarcrm_root/custom/modules/Cases/logic_hooks.php

Note: If the file already exists, just copy the $hook_array line.

<?php

if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');



/// Hook Array Definition:    Array(SORT POSITION, DESC_NAME, FILE_PATH_NAME, CLASS_NAME, FUNCTION_NAME);



$hook_array['before_save'][] = Array(99, 'Defaults', 'custom/include/Cases/CaseHooks.OnCreate_SetDefaults.php','CaseHooks_OnCreate_SetDefaults', 'Execute');



?>

Example for Opportunities

Filename: sugarcrm_root/custom/include/Opportunities/OpportunityHooks.OnCreate_SetDefaults.php

<?php

if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');



require_once('data/SugarBean.php');

require_once('modules/Users/User.php');

require_once('include/utils.php');



class OpportunityHooks_OnCreate_SetDefaults

{

    function Execute(&$bean, $event, $arguments)

    {

        /// In-case we are miss-hooked

        if ($event != 'before_save')

            return;

           

        if(!empty($bean->fetched_row))

            return;

       

        if(!isset($bean->forecast_category))

        {

            $bean->forecast_category = "Pipeline";

        }

       

        if(!isset($bean->sales_stage))

        {

            $bean->sales_stage = "Prospecting";

        }

       

        if(!isset($bean->probability))

        {

            $bean->probability = "10";

        }

       

        if(!isset($bean->date_closed))

        {

            $bean->date_closed = date("Y-m-d", strtotime("+30 day"));

        }

       

        if(!isset($bean->amount))

        {

            $bean->amount = 0;

        }

    }

}



?>

Filename: sugarcrm_root/custom/modules/Opportunities/logic_hooks.php

Note: If the file already exists, just copy the $hook_array line.

<?php

if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');



/// Hook Array Definition:    Array(SORT POSITION, DESC_NAME, FILE_PATH_NAME, CLASS_NAME, FUNCTION_NAME);



$hook_array['before_save'][] = Array(99, 'OnCreate_SetDefaults', 'custom/include/Opportunities/OpportunityHooks.OnCreate_SetDefaults.php', 'OpportunityHooks_OnCreate_SetDefaults', 'Execute');



?>