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Page last modified 00:28, 13 Sep 2011 by alang

客製~VtigerCRM 在新增 New Lead 時可自動分派給 User

    版本為 03:17, 27 Dec 2024

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    客戶需求：客戶系統有一個自動新增 New Lead 的程序，不過每次新增 New Lead 後都先分派給 Admin 管理者，然後再由人工方式修改 Lead 的分派給其他 User，為了加強自動化作業，希望系統在每次自動新增 New Lead 時，可以用 Round-Robin 方式，將 Lead 平均分派給給每個 User。

    解決方案：

    1. 修改客戶現有的自動新增 New Lead 程式 lmb.php，開發一個函數取得應該要分派的 User Name。
      • lmb.php
    2. 在 VtigerCRM 的操作介面上方，新增一個按鈕用來使登入的 User 可以切換 Turn ON/OFF Lead。
      • 編輯：/vtigercrm/Smarty/templates/Buttons_List.tpl
      • 編輯：/vtigercrm/Smarty/templates/Header.tpl
      • 編輯：/vtigercrm/themes/softed/style.css
      • 新增：/vtigercrm/modules/Leads/TurnOnLeads.php
    3. 新增一個 Table: vtiger_users_auto_assign，這用來紀錄 User 自動分派 Lead 程式的一些資訊。
       

    程式內容

    lmb.php：
    require_once('functions.autoassign.php');
...
...
$UNAME = get_assigned_username();
if ( empty($UNAME) ) {
   // in case of null, set username as bill, basically that won't happen.
   $UNAME = "bill";
}
// The below are what you want to do
echo "$UNAME\n";
...
...
    Buttons_List.tpl：
                                   <!-- All Menu -->
                               <table border=0 cellspacing=0 cellpadding=5>
                               <tr>
                                       <td style="padding-left:10px;"><a href="javascript:;" onmouseout="fninvsh('allMenu');" onClick="fnvshobj(this,'allMenu')"><img src="{$IMAGE_PATH}btnL3AllMenu.gif" alt="{$APP.LBL_ALL_MENU_ALT}" title="{$APP.LBL_ALL_MENU_TITLE}" border="0"></a></td>
                                       {if $CHECK.moduleSettings eq 'yes'}
                                       <td style="padding-left:10px;"><a href='index.php?module=Settings&action=ModuleManager&module_settings=true&formodule={$MODULE}&parenttab=Settings'><img src="{'settingsBox.png'|@vtiger_imageurl:$THEME}" alt="{$MODULE|getTranslatedString:$MODULE} {$APP.LBL_SETTINGS}" title="{$MODULE|getTranslatedString:$MODULE} {$APP.LBL_SETTINGS}" border="0"></a></td>
                                       {/if}
                                       <!-- written by alang: for Leads auto-assign -->
                                       <td style="padding-right:10px"><a href="javascript:void(0);" onClick="turnon_leads(this);"><img src="{$IMAGE_PATH}btnL3Tracker.gif" alt="Turn ON/OFF Leads" title="Turn ON/OFF Leads" border=0">
                                       </td>
                                       <!-- End: written by alang: for Leads auto-assign -->
                               </tr>
                               </table>
    Header.tpl：
    </script>
<div class="lvtCol fixedLay1" id="vtigerNewsPopupLay" style="display: none; height: 250px; bottom: 2px; padding: 2px; z-index: 12; font-weight: normal;" align="left">
</div>

<!-- Turn On Leads, written by alang -->
<script type="text/javascript">
{literal}
function turnon_leads(obj) {
       $('status').style.display = 'inline';
       new Ajax.Request(
               'index.php',
               {queue: {position: 'end', scope: 'command'},
                       method: 'post',
                       postBody: 'module=Leads&action=LeadsAjax&file=TurnOnLeads&mode=ajax&ajax=true',
                       onComplete: function(response) {
                               $("turnonLeadsPopupLay").innerHTML=response.responseText;
                               fnvshobj(obj, 'turnonLeadsPopupLay');
                               $('status').style.display = 'none';
                       }
               }
       );

}
{/literal}
</script>
<div class="lvtCol fixedLay1" id="turnonLeadsPopupLay" onmouseout="fninvsh('turnonLeadsPopupLay');" onMouseOver="fnvshNrm('turnonLeadsPopupLay');" style="z-index: 10000001;display:none;position:absolute;">
</div>
<!-- End: Turn On Leads, written by alang -->

<!-- END -->
    style.css：
    reference to undefined name 'syntax' Exception of type 'MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException' was thrown. (click for details)
    TurnOnLeads.php：
    reference to undefined name 'syntax' Exception of type 'MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException' was thrown. (click for details)
    Table: vtiger_users_auto_assign
    reference to undefined name 'syntax' Exception of type 'MindTouch.Deki.Script.Runtime.DekiScriptUndefinedNameException' was thrown. (click for details)
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