Michael
2005-Nov-18 05:53 UTC
Picture worth a thousand words... Create new from parent help
All,
I''m still struggling with this simple concept! Go to
http://www.transportexecutives.com/samples/sample.html so you can SEE what
I''m trying to do. There are three screen shots:
1) Lead List - Click on a lead and go to:
2) Lead Details - Here, you have the details for the lead record along with:
3) Activity List - children belonging to the lead.
Here, I want to create a new activity. I want you to know that I am getting
the job done - but I fear it is the wrong way of doing it. From the lead
controller, if I say @lead.activities.new then I get an error saying that I
don''t have the template in the lead directory. I don''t want
the template there!!! I want it in the Activity view area. Currently, when I
click on the "New Activity" button, it goes currently into the
Activity controller. I''m having to manage the parent type and parent
id - which I KNOW is wrong, but I can''t get it right doing it the way I
have seen documented.
That code is here (formatting screwed up by cut&paste:
def new
@session[:parent_id] = @params[:id]
@session[:parent_type] = @params[:parent_type]
@activity = Activity.new
end
def create
@activity = Activity.new(@params[:activity])
if @session[:parent_type] == ''price_quote''
@activity.price_quote_id = @session[:parent_id]
end
if @session[:parent_type] == ''lead''
@activity.lead_id = @session[:parent_id]
end
if @activity.save
flash[:notice] = ''Activity was successfully created.''
@session["parent_id"] = nil
@session["parent_type"] = nil
redirect_back(":action => ''list''")
else
render :action => ''new''
end
end
Some of you will notice that this interface looks like vTiger. I took the
vTiger look and feel and am "RORizing" it. I didn''t like the
PHP mess under the hoods. ROR is awesome. Your help is appreciated.
BTW, if you want to help with an OpenSource CRM on ROR then email me at
michael at transportexecutives dot com. What I''m doing now is a bit
proprietary but I can strip out the industry specific stuff and I would very
much like to create an open source version of it for the world to share. This
represents a little over two weeks of work - not all functional but core pieces
are in place. Rails has certainly made the dev effort move along more quickly
than alternative approaches.
Thanks for any help anyone can provide.
Michael
---------------------------------
Yahoo! FareChase - Search multiple travel sites in one click.
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