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Actions Module "List View" - add "Complete + new action" button


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Hi there! We have clients who use the "Actions" module extensively to follow up with their contact's activities and find it cumbersome in the "List view" to have to click quite a few times to create a new action just to follow up from a previously completed action. The  "complete + new action" button is available in the "full record view" (see screenshot)  post-11506-0-19377500-1536260413_thumb.png .Can we have the same button up top in the "List View"? Especially when having to follow up with 50+ actions a day it would save a load of time. post-11506-0-99116600-1536260404_thumb.png

 

PS: Is there any way to modify the "Priority" Dropdown from Low/Medium/High to 1-10? Right now it's not a thing for the "actions" module (I only found it for the Contacts module).post-11506-0-12395600-1536262557_thumb.png 

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As far as answering your PS:

1. Duplicate "path to x2crm\X2CRM\x2engine\protected\modules\actions\models\Actions.php" to "path to x2crm\X2CRM\x2engine\custom\protected\modules\actions\models\Actions.php"

2. Modify the getPriorityLabels() function in "path to x2crm\X2CRM\x2engine\custom\protected\modules\actions\models\Actions.php"

FROM

    public static function getPriorityLabels(){
        if(!isset(self::$_priorityLabels)){
            self::$_priorityLabels = array(
                1 => Yii::t('actions', 'Low'),
                2 => Yii::t('actions', 'Medium'),
                3 => Yii::t('actions', 'High')
            );
        }
        return self::$_priorityLabels;
    }

TO

    public static function getPriorityLabels(){
        if(!isset(self::$_priorityLabels)){
            self::$_priorityLabels = array(
                1 => Yii::t('actions', '1'),
                2 => Yii::t('actions', '2'),
                3 => Yii::t('actions', '3'),
                4 => Yii::t('actions', '4'),
                5 => Yii::t('actions', '5'),
                6 => Yii::t('actions', '6'),
                7 => Yii::t('actions', '7'),
                8 => Yii::t('actions', '8'),
                9 => Yii::t('actions', '9'),
                10 => Yii::t('actions', '10')
            );
        }
        return self::$_priorityLabels;
    }

Caveat:

You would need to do this every time the software was updated to make sure everything is an exact copy of the 'updated' Actions.php except for your custom priorities.

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  • 7 months later...

Added a right click menu for customizing the find bar. Can show or hide controls that you want to see. By default the new Find All button is hidden.

 

Cody

 

Hi Cody:  kindly share how you did this ......  Attila

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