AkineaSol Reports - Related Fields

[Ramblin]

I just downloaded AlineaSol Reports v2.2.3 and installed it onto my SugarCRM CE v6.2 install.

It looks great but I cannot figure out how to report on the thing I downloaded it for.

Is there a way to include in the filters and in the fields being reported a related field in another table? I saw the ability to do this for Contacts, ... but not for what I want to do.

If, for example, I wanted to filter and report on the Role field that is captured in Opportunities<->Contacts (when you link a Contact to an Opportunity, you then go in, via the Subpanel in the Opportunity Detail view and Edit the entry to define the Role that Contact plays for that Opportunity)

The actual role is stored in a separate table from either Opportunities or Contacts.

I have recreated this same relationship setup for an Events module I created and it has, in a separate table, the # Hours and Status (Cancelled, Graduated, ...) for each training program I host. I want to filter and report on those fields.

Any ideas?

Ramblin

[alineasol]

Hi Ramblin,

If I understand correctly: in the main-field area, check-out the "blue" fields, these are links to "related fields". If you double click on them, or select below the option "related fields", you will see the related fields appear below the main-fields. You can then select the specific related field and add it to the report. Once you add it to the report, you can then filter as you want.

FYI: we started a dedicated Forum for AlineaSol support:
SugarCRM Forums - AlineaSol SolCRM

@AlineaSol

[Ramblin]

I tried going to the forum link you included in the last email, but there were no entries there. Hopefully you are still reading from this forum.

I thought, as you did, that the related fields option would solve the requirement. Unless I am missing something, no such luck.

If you go to the Opportunities Report Module and try to find, in any Related field, an Opportunity Role selection, no go.

I even tried clicking on the ID field and browsing though ALL the related fields bu still no luck.

Any ideas?

[alineasol]

Hi Ramblin,

No entries in the URL? Maybe you have to first associate to the forum (to tell you the truth, I do not consider it too user friendly either...)

What you currently cannot do with AlineaSol Reports is to get to an associated field of an associated field (2 jumps). Although maybe not ideal, I could suggest:
1. Center your report around contacts, and then get the role and opportunity data. Maybe not ideal
2. Include Roles as a direct field to Contact. However, if this is a many to many relationship, it would not really work out...

Not sure this will help...

@AlineaSol

[Ramblin]

Thank you again for your fast feedback

It is a many-to-many relationship (the same contact could have a Decision-Maker role in one Opportunity(or two or more) but an Influencer role in another opportunity (or two or more).

I did try starting with the Contacts module, but as you indicated, it does not allow me to see the contact_role field in the opportunities_contacts relationship table. Same story if I start with the Opportunities module.

It is a wonderful Report module otherwise, so if you ever do add this functionality, I'd sure be interested. I read somewhere in the forums about including a grandchild field in a subpanel like what you see in the Contacts subpanel in the Opportunities detail view (the base SugarCRM install comes with this) and and I have this working as well in my custom Events package, so it is possible.

Again, a wonderful module otherwise; thank you for the great work and for sharing it.

On a related note, in the upcoming Workflow module for v6.2 of SugarCRM, will you have this capability in there (using a field from a relationship module to filter/trigger processes)?

[alineasol]

HI Ramblin,

Thank you for your nice words. The Workflow Manager has the same "fields" engine as reports, with some restrictions to make it manageable for workflow. So, yes, you will see associated fields, but witrh more limitations.

Will take your feedback on-board!

@AlineaSol

[alineasol]

hmmm... just checked on this set-up in Sugar. It is a pretty weird relation. Looks like a "special" from Sugar that does not show in Studio... Also, it is not defined as a module, or else it would appear in Reports.

I´ll ask development to look into it.

@AlineaSol

[Ramblin]

3 questions as follow-up :

1) Will the upcoming (v6.2) release of the AlineaSol Workflow module include the ability to use the field in a relationship table to trigger activities?

2) Is there a way I can use a SQL command (ie select * from xxx where yyy) to feed the choices for either the Reporter module or the Workflow module? If I can do this, I can create my own method to use the field in a relationship table to trigger activities.

3) Do you have an ETA (not looking for a commit, just your best guess) for when the v6.2 version of the Workflow module will be published?

Thanks again,

[alineasol]

Hi Ramblin,

1. Fields in Related modules is currently supported but only 1:1 and N:1. We currently do not support x:N. This would require functions like "if any", and "if all". This is not there yet. Will probably be supported in the future but no availability date here.

2. We are a bit reluctant to introduce SQL as such as this would mean "breaking" the Sugar rules. Probably OK for admin only users, but... We will be reviewing this in the next months.

3. We plan to have support for 6.2 and 6.3 in January, let´s say around the 20th or so...

Merry Christmas!

@AlineaSol