Linking documents to projects

[danfloun]

I have read somewhere on here folks that are trying to achieve similar and wondered if anyone has it working or at least some ideas of how I can do it.

Basically In order to use SugarCRM I need to be able to have a project with multiple documents linked to it.

So for instance I open up a project detail screen and there is a list of documents associated with that project.

Also when uploading documents you have the option of linking it to a project.

I know there is some kind of history thing but that's nothing like what I'm looking for.

Anyone have any ideas how to implement this?

Thanks for any ideas!

Cheers

Danny

[nsingh]

Hello Danny,

Which version of sugar are you trying to implement this in?

I wanted to point out that the new relationships editor in 5.1beta1 allows you to implement exactly what you want, without writing any code
Here's how you would obtain the desired functionality:
1. go to Admin->Studio
2. Go to the Projects Module -> Relationships ->Add Relationship
3. Select 'One to Many' from the Type drop down and ‘Documents’ from the related module drop down and choose 'Default' Subpanel from Documents.
4. Click deploy.

Go to your projects module and voila! you now have a Documents subpanel. You can link as many documents as you want to a given project.
At the same, if you go to create a document, you will notice a Projects select box which allows you to link a document to a project.

In addition, if you need a customized Documents module, you can build one using Module Builder (choose the file type module as the new module type) .

Let me know if you need any further help with any of this.

Thanks
Navjeet

[danfloun]

Hello Danny,

Which version of sugar are you trying to implement this in?

I wanted to point out that the new relationships editor in 5.1beta1 allows you to implement exactly what you want, without writing any code
Here's how you would obtain the desired functionality:
1. go to Admin->Studio
2. Go to the Projects Module -> Relationships ->Add Relationship
3. Select 'One to Many' from the Type drop down and ‘Documents’ from the related module drop down and choose 'Default' Subpanel from Documents.
4. Click deploy.

Go to your projects module and voila! you now have a Documents subpanel. You can link as many documents as you want to a given project.
At the same, if you go to create a document, you will notice a Projects select box which allows you to link a document to a project.

In addition, if you need a customized Documents module, you can build one using Module Builder (choose the file type module as the new module type) .

Let me know if you need any further help with any of this.

Thanks
Navjeet

Hi Navjeet

I have only been testing v5.0 at present until I new that I could implement what we needed.
By what you say, this should be quite possible and very easy to do!

I shall try the new beta version and look forward to the results. It sounds great and I'm wondering why it's taken me so long to find SugarCRM. I literally searched through multiples of crm's and although some had partial things we needed, none had all. SugarCRM, seems to be unlike anything I've seen and is indeed a fantastic project.

I hope that the beta version proves to be what I need.

Thanks for taking the time to reply and all the best with furture developments.

Regards

Danny