Help in building 1st module

[ggould]

Building a new module of specific records that we're going to relate to each of the leads, opportunities and accounts. A couple of fields in the new module needs to count how many leads, opportunities and accounts are associated with each "new module" record. (3 separate fields)

example:
[new module record #1]: has 97 accounts that have been associated with it.

the field called; [# of accounts]: would count 97 - this is being dervied from the # of accounts that were selected from the new look module.

I hope this makes sense...I'm a new Enterprise client to Sugar and don't know the terminology.

Thanks, gg

[andopes]

Hi gg

The best approach to do that is to create before_save logic_hook on modules Accounts, Leads, Opportunities, the way it check if the record being saved is assigned to some record of this new module. If yes, then you check how many records from this module are assigned to the same record to whom this Account/Lead/Opportunity is assigned.

This approach will work like a charm if you always assign Accounts/Leads/Opportunities to this new module through EditView.
Another good side effect of this approach is: you are able to search by these count fields.

Best regards