Create an association between 2 modules

[ChocolateLover]

I'm using Sugar 6.0.2

I've worked out how to create new modules and relationships between them.

I want to record the software modules that customers have subscribed to.

I'm using the Accounts module for my customers.

I've created a new module that holds a list (name only) of the software modules available.

I've created the relationship
Primary module - Customers
Type - Many to Many
Related module - SoftwareModules

I just want to be able to create an association between the Customer and the Software Module, but the record won't contain any additional data, such as a name field which seems to be compulsory.

The way I would see this working is to be presented with a pulldown list of Software Modules in the Software Modules sub panel from Customers. A new record would be created for each Software Module that the Customer subscribes to.

Can anyone tell me if this is possible, or point me to a workaround please.

Any help is appreciated, thanks.

[eitrix]

Why don't you remove all the fields from editview then from your software module if you don't need anything except one field then (dropdown)?

You can remove name field, it ain't mandatory, and also customize the fields shown on subpanel to show only the field you left.

[ChocolateLover]

Thanks, but I don't think that will work.

My SoftwareModules has been populated - I'm not trying to create a Software Module record and relate it to Customers, like I would with a Contact for example, but to link an existing Software Module record to Customers.

I think I need a second module - SoftwareModules to Customers - to hold the relationship. I've tried this, created a related field associated to SoftwareModules and removed all other fields from the view, but I get the message
Are you sure you wish to continue? The following required fields are missing from the layout: "name"
which suggests that the name field is required.

[robertbmirth]

I'm not entirely sure why you want to create a record with no data, but if you go into the vardefs.php of the module you should be able to modify any required fields and set their values to false. You'll possibly also have to modify the line

 VardefManager::createVardef('mirth_Training','mirth_Training', array('basic','team_security','assignable')); 
  

if the fields in question are part of the templates in the array of this line rather than explicitly defined. Note that you may also have to do this for other metadata files such as editviewdefs.php and modify their required values as well. Lastly, you'll have to do a repair/rebuild.

[ChocolateLover]

Thanks, I'll have a look at this.

I don't want to create a record with no data. Looking at this from a database point of view, I'd have a table for Customers and a table for SoftwareModules. I'd maintain my list of let's say 10 SoftwareModules, but I'd also need a CustomersToSoftwareModules table that would just hold the customer id and the module id.

To clarify, I just want to link existing SoftwareModules records to my Customer records. All the info I need is in the existing tables - my customer info and software module info, so the only data I need in the CustomersToSoftwareModules table would be the customer id and the module id to create the association.

Mentally, I've been trying to fit it into the same scenario as say linking Contacts to Accounts, but the difference is that I don't need to create the SoftwareModule record as it already exists, I just need to associate the SoftwareModules record to the Customer/Account.

[robertbmirth]

I don't remember if this is in CE or not (I'm on Pro) but It sounds more like you're doing the relationship that the products module has to quotes. Its actually a 3 module relationship - there's the Product Catalog, which contains one entry for every product type, then the Products module which instantiates an entry from the product catalog every time its referenced in the quotes module.

[ChocolateLover]

Ok, I'll look at that.

Thanks very much for your help.