Create Target List from Custom Module

[smeranda]

I have created a custom module using the person template. I intend to use the module to store data related to parents of students (students are stored in the contacts module). However, I can't find a way to add the Parents to a Target list. My custom module isn't an option. Is there another way of doing this? Am I missing something? My desire is to send an email communication to the Parents.

I'm on Sugar 5.0 CE.

Thanks!

Seth Meranda
smeranda2@unl.edu

[andopes]

Hi Seth

If you are trying to send email campaign to the Parent records you probably will need to modify the sugar code a lot.
To add the Parent to the Target List you need to create a relationship M:M between Parent and Target List and create a subpanel of Parent under Target List to add or create Parents.

Cheers

[smeranda]

If you are trying to send email campaign to the Parent records you probably will need to modify the sugar code a lot.

Nuts, that makes it much more complicated. Is there a better way to do this? I thought about creating a record in the Contact Module, but the parent still needs to relate to the student. I can't find a way to make this happen inside the contact module.

To add the Parent to the Target List you need to create a relationship M:M between Parent and Target List and create a subpanel of Parent under Target List to add or create Parents.

I looked for this option, but couldn't find Target List in the drop-down. However, is there an option to select many-to-many relationships?

Thanks!

Seth

[andopes]

Hi Seth

I believe a good approach is:

1. Both Students and Parents are person and could be configured under Contacts;
2. You can create a custom field sex in the Contacts module (dropdown field) which you give you information about both Students and their Parents;
3. You can create a custom field parent (relate to Contacts). This way the logic: if a Contact has the parent field empty or null then it is a parent other way it is a Student
4. You can create a subpanel of Contacts under Contacts (Child of Parents)
5. You can add a subpanel of Parents (Contacts whose parent field is empty) into Target List.

I believe it will solve your issues.
Let me know if you need any help.

Cheers

[smeranda]

Ah yes, this is getting much closer. Thank you!

Now, in many cases, a parent has two ore more students. Using the relate method, I can only select one student. I could create more relate fields, however that isn't the most scalable option.

As a follow-up, what does the 'relate' field get me? Besides opening the contact and having the visual representation of having the relationship, can I leverage this in another way? For instance, can I send an email to the parent, but merge field values from the related student into the email? For instance:

Dear <<Parent's First Name>>,

Your student, <<Student's first name>> is enrolled......

Or better yet, can I run a search to find all parents who have students with a certain field value (all parents who have students enrolled in major x)?

Just some thoughts on how I would use the system. Perhaps it can't be done, but I would have a business need for these situations.

Thanks!

Seth

[andopes]

Hi Seth

Perhaps I didn't explain properly.

The related field would be filled in in the Students records.
Then the work flow:

1. You had created hundreds of Students and both sex and parent_field are empty;
2. You create the Parents in Contacts module and set the sex;
3. You Edit a Student and choose his Parent and set his sex;
4. Do while you have orphan students

Does it make sense?

Cheers

[smeranda]

Hi Seth

Perhaps I didn't explain properly.

The related field would be filled in in the Students records.
Then the work flow:

1. You had created hundreds of Students and both sex and parent_field are empty;
2. You create the Parents in Contacts module and set the sex;
3. You Edit a Student and choose his Parent and set his sex;
4. Do while you have orphan students

Does it make sense?

Cheers

That makes more sense. However, I don't have an option to create a subpanel. Is that not part of the Community Edition?

Thanks!

[andopes]

Hi Seth

There are article in the sugar wiki which explain how to create subpanels.

Cheers

[Nomi13ok]

I am facing the same problem... I have a custom module name Candidates

I want to relate this module with the target list. I have created relationship with target M:M and when I create the targetlist it shows the candidate subpanel.

My problem is that when I try to send the email using campaign,,, it says that associated targetlist don't have any email address. although that target list is associated with multiple candidates...
why is that so?? I am not getting anything in this regard.

any thoughts? suggestion ?

do help me

Thanks in anticipation

Best regards

Nouman Naseer
Software Engineer
Rolustech
www.rolustech.com

[jonathan.a]

Hi all,

I am facing the same problem too !
I have a custom module name Willow.

I want to relate this module with the target list. I have created one relationship M:M between Target and Willow and when I create a targetlist it doesn't shows the Willow subpanel.

I need to have the possibility to use Willow's informations to do a target list but i don't see how to do ?

Anyone can tell us how to do that ?Or give the code to insert ?

Please i really need this for my job.

The Willow module was build with module builder with the "person" type.

Thanks a lot and sorry for my english i'm french