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Thread: Custom module : how to get "quick create" option

  1. #1
    itx's Avatar
    itx
    itx is offline Sugar Community Member
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    Default Custom module : how to get "quick create" option

    Hi Community!

    I've created a simple custom module that's basically like the "Accounts" module.

    Just like an Account, you can use the "Relate to: " field, and choose amongst a list.

    When you choose an Account, you have a window popping out where you can search/choose an account. Also, you have a "quick create" field where you can create an account on the go, and then choose it.

    How should I go about to have that "quick create" field on my custom field ? Right now, I can just search/choose, but no quick create at all !

    Thanks for your great help guys!

    Alex
    SugarCRM CE 6.1
    Operating system Linux
    Linux2.6.32-25-generic x86_64
    Apache/2.2.14 (Ubuntu)
    PHP Version 5.3.2
    MySQL client version: 5.1.41

    Programmation SugarCRM, Wordpress, Joomla à Montréal

  2. #2
    itx's Avatar
    itx
    itx is offline Sugar Community Member
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    Default Re: Custom module : how to get "quick create" option

    Hi guys, sorry to bump this message but I'd really like to find an answer to my puzzle!

    When I click "Relate to" in order to relate a Contact to an Account (for example) I get a popup where I can Search, Quick Create and List all the Accounts.

    However, my customer module only has Search and List, and I would like to have a Quick Create on the popup window.

    Would anyone have a clue as to how to approach this ?

    Thanks!

    Alex
    SugarCRM CE 6.1
    Operating system Linux
    Linux2.6.32-25-generic x86_64
    Apache/2.2.14 (Ubuntu)
    PHP Version 5.3.2
    MySQL client version: 5.1.41

    Programmation SugarCRM, Wordpress, Joomla à Montréal

  3. #3
    jleaman's Avatar
    jleaman is offline Senior Member
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    Default Re: Custom module : how to get "quick create" option

    I have created a custom module that relates one-to-one back to opportunities. I would like the ability to create a record in the custom module for an opportunity on the fly, or vice-versa.

    ITX, the method you outlined would be more than satisfactory for my needs as I am interested in seeing this feature available.

    I will update this ticket if I find more information.

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