Custom Data Forms

Documentation > Custom Data

This is a new feature for UCM Pro edition. Check out the blog post here for some information:

http://ultimateclientmanager.com/2014/01/05/new-big-feature-custom-data-forms/

(expand all)

To create drop downs with Customer, Contact, Website or Job data listings please create a "Select" element and in the data box add

attributes=hook:customer_list

there is also these available hooks:

  • attributes=hook:job_list
  • attributes=hook:website_list
  • attributes=hook:contact_list
  • attributes=hook:staff_list

Here's a quick example showing all available field types:

 

and this is what it looks like in the main listing:

 

Using a subquery you're able to get the most recent values of a particular field ID like this:

SELECT * FROM ( 
SELECT dr.data_record_id, ds.data_text, ds.data_store_id FROM `ucm_data_record` dr LEFT JOIN `ucm_data_store` ds ON dr.data_record_id = ds.data_record_id WHERE ds.`data_field_id` = 76 order by data_store_id DESC 
) AS t1 GROUP BY data_record_id