Adding Relationship from Custom Person Template to Target List

[donaldthomps]

Hi,

I've created a custom module based on the "Person" template, let's call it "Partners" for the sake of this post. However, now I want to include the people I add to this module in a Target List.

I cannot see in Module Builder or in Studio how to create a relation between Partners and Target Lists. However, when I look at the relationships for the standard Contact module I cannot see a physical relationship between Contacts and Target Lists.

So, any ideas on how I can achieve this?

[jry]

Basically this is not possible without heavy coding changes.

See here:
http://www.sugarcrm.com/forums/showthread.php?t=51652

[jstolle]

So, any ideas on how I can achieve this?

I have the same question. I'm considering going through all the PHP files to do the heavy code modifying to figure this out. I was wondering if you were able to do the code changes to make it work or did you go a different route?

[shailendra001]

Hi,

I've created a custom module based on the "Person" template, let's call it "Partners" for the sake of this post. However, now I want to include the people I add to this module in a Target List.

I cannot see in Module Builder or in Studio how to create a relation between Partners and Target Lists. However, when I look at the relationships for the standard Contact module I cannot see a physical relationship between Contacts and Target Lists.

Hi ,


Try this

1) save a empty file studio.php in modules/ProspectList/metadata directory ,
2) goto admin -> Studio -> here you will get Target list
3) add relationship between target list and your custom modules , then repair relationship

Regards
Shailendra

[jstolle]

Try this

1) save a file studio.php in modules/ProspectList/metadata directory save ,you may copy studio.php from any default modules(like Accounts/metadata) and make it blank
2) goto admin -> Studio -> here you will get Target list
3) add relationship between target list and your custom modules , then repair relationship

Shailendra, I have a custom module I created called "Members". It is just a module of type "person" with no extra customization so far.

Your suggestion looked very promising when I tried it, but it doesn't work the way I need it to. It does let me create a relationship from my Members to Target Lists, but when I try to send a test email with a Campaign that includes Members, no emails get sent. The Target List also says 0 entries (see screenshot).



Let me clarify what I did:

1. Made a copy of /modules/Contacts/metadata/studio.php and placed it in /modules/ProspectLists/metadata/ (clearing out everything after the comments in the file)
2. Navigated to the Admin>Studio page and find that "Target Lists" is now available to edit.
3. Add a Many to Many relationship from Target Lists to my custom module.
4. Ran the Repair>Rebuild Relationships function

If I look in the tables, I find that the relationship isn't stored in "prospect_lists_prospects", but rather in "prospectlis_jcs_members_c". Your suggestion feels so very close to the solution. I hope you can help me figure out the final piece of the puzzle.

[shailendra001]

Hi !


Please do it on some test instance ,
what i did for this is here

i added one array in
my custom modules is oss_Person
metadata/prospect_lists_prospectsMetaData.php

			
    'prospect_lists_oss_person' =>  array (
      'lhs_module' => 'ProspectLists',
      'lhs_table' => 'prospect_lists',
      'lhs_key' => 'id',
      'rhs_module' => 'oss_Person',
      'rhs_table' => 'oss_person',
      'rhs_key' => 'id',
      'relationship_type' => 'many-to-many',
      'join_table' => 'prospect_lists_prospects',
      'join_key_lhs' => 'prospect_list_id',
      'join_key_rhs' => 'related_id',
      'relationship_role_column'=>'related_type',
      'relationship_role_column_value'=>'oss_Person',
	)

and in modules/ProspectList/vardef.php

i added one array

'oss_person' =>
  			array (
  			'name' => 'oss_person',
    		'type' => 'link',
    		'relationship' => 'prospect_lists_oss_person',
    		'source'=>'non-db',
  		),

repair relationship
Now you can check count at list view page is coming fine and , now you can check prospect_lists_prospects there will be entry

check it with campaign , then let me know the result ,

[jstolle]

check it with campaign , then let me know the result

Now we're getting there! The entry count is correct when I add people to the target list. I can send a test email--and it does get sent--but I get the following error on the screen after doing so:

Fatal error: Cannot access empty property in /modules/EmailMan/EmailMan.php on line 466

jry talks about it briefly in this thread. I think there are possibly several places that changes need to be made.

[shailendra001]

Hi ,

You are correct , in EmailMan.php everything is hard coded . but this is doable , depends on your interest and requirement , I am looking into it

Keep trying your own and let me know if you get any solution ... i will do the same

Regards
Shailendra

[jstolle]

You are correct , in EmailMan.php everything is hard coded . but this is doable , depends on your interest and requirement

I'm sure it is doable, but only through modifying core functions that would prevent a clean path for future updates. In my case, that's too much of a trade-off. I'm just starting out with SugarCRM and it seemed like this would be simpler given all the customization it allows.

My goal was to simply have a different type of "Contact", namely "Members" that would have some additional fields that regular Contacts wouldn't, and could be managed separately for email campaigns.

I can accomplish similar results by creating a custom "Contact Type" field. I would just have to ignore the extra Member fields that I'll be creating when editing non-Members.

Thank you for your help thus far, Shailendra. Good luck if you continue to pursue it. I am still interested to see how far you get with it. Maybe it could be merged into the official build eventually.

Thank you,
Justin