Dynamic Fields for Vtiger 7

1.Introduction

Dynamic fields module is designed for Vtiger CRM 7 Open Source. Dynamic Fields allows you to modify your form – fields and blocks in a form – based on conditions you set.

Benefits of Dynamic Fields:

  • support of standard and custom modules (Calendar module, Events, To Do-not supported)
  • support of all fields and blocks,
  • unlimited count of Dynamic Fields,
  • option to create conditions like you wish and need – of course unlimited too,
  • option to customize Default forms (show/hide/read only for fields and blocks),
  • option to create list of fields group,
  • compatible with Vtiger 7,
  • compatible with Process Flow.

Do you have Invoices where the total amount is more than 100.000 € and the status is paid?

Do you want to protect it against overwrite? That’s just one example of a lot possibilities.

Then Dynamic fields module is what you are looking for!

 Note: Dynamic Fields module requires to download and install our free module Process Flow.

 

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2.How to Install Dynamic Fields

Please provide following steps in order to install Dynamics Fields.

It is highly recommended to finish the installation without any interruption. For successful installation we need to exchange information (see license for details).
  1. Install the .zip (package) file of the Dynamic Fields module via Setting -> CRM Settings -> Module Management -> Modules. Click on the Import Module from Zip.

    Installation of Dynamic fields for vtiger 7 – step 1

  2. Select the .zip (package) file that you downloaded from our shop. Please check that you accepted the disclaimer and would like to proceed. Click on the [Import] button.

    Installation of Dynamic fields for vtiger 7 – step 2

    Note: If you have after this step error message: Sorry! Attempt to access restricted file. Please check if folder test/vlib has correct write permission for browser (apache, www-data).

  3. Verify the import details parsed from the .zip (package) file. Please check that you accepted the license agreement and click [Import Now] to proceed or [Cancel] to cancel.

    Installation of DynamicFields for vtiger 7 – step 3

  4. Dynamic Fields module was imported.

    Installation of DynamicFields for vtiger 7 – step 4

In order to finish installation, please provide following validation steps:

  1. DynamicFields validation Step. Please check your Company information and insert license key. Make sure that your server has Internet access. Click on button [Validate]. If you want to change your Company information, click on button [Change Company Information].

    Dynamic Fields validation for vtiger 7

  2. If Dynamic Fields is installed successfully you will see following screen. Click on [Finish].

    DynamicFields was installed successfully

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3.How to update Dynamic fields

The upgrade of Dynamic fields is initiated in the same way as installation or click on Upgrade link in ListView of Dynamic fields. So please refer to above installation part for details how to initiate the import of the module from the file.

Upgrade of Dynamic Fields

 

Upgrade of Dynamic fields

As you can be seen on the Picture below you will be notified that the Dynamic Fields module already exists. Confirm License agreement and upgrade will start immediately when you click on the  button.

Upgrade of Dynamic Fields

After upgrade the notification about successful upgrade is shown.

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4.How to create Dynamic Fields

Create a new Dynamic Fields is very simple and user-friendly. Please follow next steps:

  1. Click on  button in List view of Dynamic Fields module.
  2. Choose module and fill Description (Name of Dynamic Fields to have an overview about your created Dynamic Fields), choose if you want Pop-up window and click on  button.

    How to create Dynamic Fields

  3. In the next step you will have to add fields or blocks. When you add field or block you can set actions like:
    Show – fields will be visible for users
    Hide – fields will be hidden for users
    Read only – fields are visible, but can’t be changed
    Show as mandatory – make this fields mandatory/required
    You are also able to set this value for each field separately or for each block at once. The default option is Select option (do not any change). When you will be done with editing press  button.
    Full process is shown in the next picture:

    How to create Dynamic Fields

  4. When Dynamic field is created, you will be taken back to ListView. Here you you have option delete or edit your Dynamic Fields via  buttons.

    Dynamic Fields ListView

If you want to add Process Flow to Dynamic fields, please follow next steps:

  1. We used our already created Dynamic Field “Paid Invoices” as an example for module Invoices.
    Open Dynamic Field which was already created and you will be taken to DetailView.
    There you can see Related Process Flows. Now there is no Process Flow because we haven’t added it yet.
    Let’s change it.
    First, you have to create Process Flow, how to do it you can find in our manual here: Process Flow
  2. Go to your already created Process Flow. (We want our Dynamic Fields trigger only when the status of invoice will be Paid). So your Process Flow settings should look like this:

    How to add Process Flow to Dynamic Fields

     Note: When adding conditions, you need to select a condition from the box or write it correctly. You can’t write “paid” otherwise the process will not work. You need to write “Paid” or choose it from the box. Its same for all conditions. Example:

    Process Flow adding conditions, wrong

    Process Flow adding conditions, correct

  3. To add Process Flow to Dynamic Fields follow next picture.

    How to add Process Flow to Dynamic Fields

  4. Process Flow now appears in the DetailView of Dynamic Fields we already created.

    How to add Process Flow to Dynamic Fields

Now the results are every time you set or create invoices with Status “Paid”, address fields will be just read only (you can see them, but you can’t edit them) and Organization will be always shown as mandatory. This is just an example how Dynamic Fields and Process Flow works.

How to add Process Flow to Dynamic Fields

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4.1.How to create Fields group

Fields group is a new feature in our Dynamic Fields extension. With Fields group you can create lists of fields and blocks and then use it in normal Dynamic Fields Layouts.

In next steps you will learn how to create Fields group and apply it to Dynamic Fields Layout. The main idea behind this feature is save time where you don’t need to add fields and blocks separately one by one, but you can create groups and add them with one click, then you can set actions for the group you added like show, hide, read only, show as mandatory.

Add Fields Group is very simple and user-friendly. Please follow next steps:

  1. Click on  button in List view of Dynamic Fields module.
  2. Choose module and fill Description (Name of Dynamic Fields Group to have an overview about your created Dynamic Fields Group), and click on  button.

    How to add Fields Group

  3. In the next step you will have to add fields or blocks. Only action here is deleting the field or block you added via  button. When you will be done with editing, press  button.
    Full process is shown in the next picture:

    How to add Fields Group

     

  4. When Dynamic fields group is created, you will be taken back to ListView. Here you you have option delete or edit your Dynamic fields group via buttons.

    Dynamic Fields ListView

How to add Fields group to Dynamic Fields Layout

  1. Make sure your Fields group is created correctly. You can go to List of fields group and see if it’s there.
  2. There are two possible options how to add Fields group:
    A) To already existing Dynamic Fields Layout
    B) When you are creating a new Dynamic Fields Layout

A) How to add a Fields group to already existing Dynamic Fields Layout

How to add Fields Group

 Note: Make sure that the modules are same for Fields Group and for Dynamic Fields Layout.

B) How to add a Fields Group, when you are creating a new Dynamic Fields Layout

How to add Fields Group

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4.2.Default Forms

With Dynamic Fields extension you can also edit your fields and blocks for all modules which are as default in Vtiger 7 system. You can do it via Default Forms.

For blocks you can:

  • Show or Hide block

For fields you can:

  • Hide fields
  • Make fields as Read only

How to Hide/Show blocks

Please provide following steps in order to edit Default form blocks (as an example, we used module Invoices):

  1. Go to ListView of Dynamic Fields and click on Default Forms, here you can choose which module you want to edit. Choose module and proceed to the next step.

    Dynamic Fields – Default forms, blocks

  2. On the next screen you will see all blocks and fields for the module you choose. Now you can hide any block you want. Lets hide some blocks we don’t want to see. The process is shown on the next picture:

    Dynamic Fields – Default forms, blocks

    As an example we want to hide blocks: Terms & Conditions, Description Details and Cashflow Information (Cashflow is our module which you can purchase via e-shop).
    When you are done with edit click on  button and you will be redirected back to modules list of Default Forms.

  3. Now changes should appear in your Invoice details like this:

    Before hiding Blocks

    After hiding Blocks

     Note: If you hide Block all Fields inside that block will be hidden too, and you can’t see / edit them.

How to Hide or set Read only fields

Please provide following steps in order to edit Default form fields (as an example, we used module Invoices):

  1. Go to ListView of Dynamic Fields and click on Default Forms, here you can choose which module you want to edit. Choose module and proceed to the next step.
  2. On the next screen you will see all blocks and fields for the module you choose. Now you can hide or make read only any fields you want. The process is shown on the next picture:

    Dynamic Fields – Default forms, fields

    As an example we want to hide fields: Sales Order, Purchase Order, Source, YYYYMM, Excise Duty and make Read only field Status.
    When you are done with edit click on  button and you will be redirected back to modules list of Default Forms.

  3. Now changes should appear in your Invoice details like this:

    Before doing changes

    After changes was applied

     Note: Hidden fields can’t be seen or edited. Read only fields can be seen, but can’t be edited.

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5.Work area

The Work area of the Dynamics Fields consists of:

  • Listview – used for common tasks like, edit and delete via  buttons, also consists of:
    Dynamic Fields List, List of fields group and Default Forms.
  • Detailview – shows already created Dynamic Fields in details.
  • Editview– allows to edit already created Dynamic Fields.
  • – Settings – used for License setting, Upgrade and Uninstall.
  • – used to add fields and blocks separately.
  • – used to add fields and blocks as group.
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6.Settings

Dynamic Fields settings you can find in Listview. If you click on button  the following settings will appear:

  • License settings – here you can reactivate/deactivate your license.
  • Upgrade – you can update your module version.
  • Uninstall – remove module from your CRM system.

Settings of Dynamic Fields

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6.1.License Settings

To open License settings part please click on License settings link.

License settings of Dynamic Fields

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6.1.1.Deactivate license

If you want to deactivate your license please provide following step:

  1. Click on button 

    Deactivate license of Dynamic Fields

  2. Confirm deactivation using  button
    Deactivate license of Dynamic Fields

    Deactivate license of Dynamic Fields

After deactivation of license, Dynamic fields doesn’t work at all and Dynamic Fields work area is not accessible either.

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6.1.2.Reactivate license

In case that some problem occurs with license key (moving, copying, migrating, changing Company info) you need to reactivate your license key

To reactivate license key please provide following steps:

  1. Click on 
    Reactivate license of Dynamic Fields

    Reactivate license of Dynamic Fields

  2. Confirm with 

    Reactivate license of Dynamic Fields

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6.2.How to update Dynamic fields

The upgrade of Dynamic fields is initiated in the same way as installation or click on Upgrade link in ListView of Dynamic fields. So please refer to above installation part for details how to initiate the import of the module from the file.

Upgrade of Dynamic Fields

 

Upgrade of Dynamic fields

As you can be seen on the Picture below you will be notified that the Dynamic Fields module already exists. Confirm License agreement and upgrade will start immediately when you click on the  button.

Upgrade of Dynamic Fields

After upgrade the notification about successful upgrade is shown.

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6.3.Uninstall

There is also available option to remove Dynamic Fields from your Vtiger. To uninstall please provide following steps:

  1. Go to the ListView of Dynamic Fields and in Settings choose option Uninstall

    Uninstall Dynamic Fields

  2. Click on  button

    Uninstall Dynamic Fields

  3. Confirm uninstall with  button

Now, Dynamic Fields is removed from your Vtiger and your license is deactivated. To use Dynamic Fields again you need to provide installation and validation steps (see chapter 2. How to install Dynamic Fields).

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7.Change Log

7.1.Dynamic Fields

  • November 2018 – Dynamic Fields 700.2.0
    • minor improvements and bug fixes
  • October 2018 – Dynamic Fields 700.1.0
    • compatibility with vtiger 7
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7.2.Manual of Dynamic Fields

  • November 2018: manual based on Dynamic Fields 700.1.0
  • October 2018: manual based on Dynamic Fields 700.1.0
    • first initiate for Vtiger 7
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Dynamic Fields for Vtiger 7 - IT-Solutions4You