Add Custom Dropdown Dynamically from DB in vTiger Lead Form

To add a custom dropdown with values dynamically fetched from the database in the lead form of vTiger, you need to perform the following steps:

1. Create a Custom Field for Dropdown

First, create a custom dropdown field in the Leads module.

1. Go to the vTiger CRM dashboard.
2. Navigate to CRM Settings > Module Management > Module Layouts and Fields.
3. Select the Leads module and click Add Custom Field.
4. Choose Picklist (Dropdown) as the field type and give it a suitable label.
5. Save the custom field.

2. Modify the Database to Fetch Dynamic Values

If you want to fetch dropdown values dynamically from your database (e.g., from a custom table), you’ll need to modify the code.

Steps:

1. Create a Table to Store Dropdown Values:
   Create a table in the database to store the dynamic values for your dropdown.

   CREATE TABLE custom_dropdown_values (
       id INT AUTO_INCREMENT PRIMARY KEY,
       value VARCHAR(255) NOT NULL
   );

Insert some initial values:

   INSERT INTO custom_dropdown_values (value) VALUES ('Value 1'), ('Value 2'), ('Value 3');

2. Modify the Code to Fetch Values Dynamically: You’ll need to modify the core files to dynamically populate the dropdown values.

• Go to the Leads module’s layout template file, typically located at: modules/Leads/DetailView.php
• Modify the part of the form where the custom dropdown is being rendered. You can use a PHP query to fetch the values from the database. Example:

   global $adb;
   $query = "SELECT value FROM custom_dropdown_values";
   $result = $adb->pquery($query, array());
   $dropdown_values = array();

   while ($row = $adb->fetch_array($result)) {
       $dropdown_values[] = $row['value'];
   }

   // Output the dropdown in HTML
   echo '<select name="custom_field_dropdown">';
   foreach ($dropdown_values as $value) {
       echo '<option value="'.$value.'">'.$value.'</option>';
   }
   echo '</select>';

3. Ensure Values are Saved and Retrieved Properly

Ensure the system saves the selected value in the database when the form is submitted. Check the appropriate handler file, usually under:

modules/Leads/Save.php

Update the code to handle the saving of the selected dropdown value into the vtiger_leadscf (custom fields) table.

4. Test the Form

After implementing these changes, test the lead form by navigating to the Leads module, creating a new lead, and checking if the dropdown is populated with dynamic values from your database. Also, ensure that the selected value is saved properly.

Conclusion

To simply add a custom dropdown with all needed values dynamically gotten easily from the database in the lead form of vTiger, you just want to perform the various above-mentioned steps while having the best Vtiger hosting solutions.