adding many-to-many relationships between accounts

[ekatsiri]

Dear all,

please could you help me out with the following request?
I would like to add a couple of one-to-many and many-to-many relationships between accounts.These relationships denote for example, "has children" that are children of an account holder, and "recommeded by", other accounts that recommended this account. I also need a "reports to" relationship (account reports to account).

How should I create these relationships? Is it suficient to create them between two instances of the Account module, or do I need to add modules for "recommending acount" and "boss of" and then create realtionships account->recommending account and account -> boss of?

What I did so far was to rename an existing relationship that links accounts to member organisations to "children of account" and that seems to work well. I would like to do the same using the link account -> account list but I am not sure how to do this. I followed a tutorial http://www.sugarcrm.com/forums/attac...tachmentid=873 which I found very useful, but it does nt seem to work straight away.

Any help would be greadly appreciated.
Many thanks,
Eli

[andopes]

Hi, Eli.

You can define how many relationship you want.
You can create the relationships many-to-many using the Studio and for the relationships one-to-many you can create the fields relate using Studio and configure the relationships theirselve and subpanels directly by coding a bit.

There are tutorials for this purpose.

Good look.

Cheers

--
André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
e-mail: info@lampadaglobal.com

[ekatsiri]

Dear Andre,

Please could you give me the pointers to the tutorials you mentioned if you have them handy somewhere? I think I may have found one, but the example is creating a relationship that is linking two existing modules, i.e. Projects to Users. If they had to add this relationship 3 times, say, would they repeat the steps 3 times, once for every relationship? Or would they add new modules? I think they would need to create a new module for Users (rhs) each time.

I am sorry if this is confusing. I am still trying to understand the data model that is supported by SugarCRM.

I tried the moduleLoader from Studio but it did not work at the first instance. It asks me to download extensions from sourseforge. I will try to see if I can do that.
Many thanks,

Eli

[andopes]

Hi, Eli.

The module Accounts has relationship it itself.
Take a look at its vardefs.

Cheers.

[clint]

I suggest reading this Developer Wiki article on creating relationships. While it describes 1-to-many, the basic logic holds true for many-to-many relationships.

Also, all of the default relationships are defined in the metadata directory in your Sugar installation. Take a look at those for examples.

[ekatsiri]

Α quick additional question:

Do I need to install version 5 to be able to use the module loader?

Many thanks,

Eli

[ekatsiri]

ok, I iwll read the article you suggested. Many thanks,

Eli

[clint]

Do I need to install version 5 to be able to use the module loader?

Module Loader is available in Sugar 4.5. Module Builder is new to Sugar 5.0.

[ekatsiri]

Hi, Eli.

The module Accounts has relationship it itself.
Take a look at its vardefs.

Cheers.

Hi Andre,

Yes, I found that relationship and used it already. I renamed it to look like what I needed. The problem is I need more account-to-account relationships. Many thanks for that.

Kind Regards,
Eli

[ekatsiri]

Module Loader is available in Sugar 4.5. Module Builder is new to Sugar 5.0.

Ok, got it now. I also installed version 5 in order to be able to use the moduleBuilder functionality. Many thanks for the clarification.

Kind Regards,
ELi