How to link a document to a case?

[marco.rizzetto]

I've installed Sugarcrm 4.2.1a and this is by far the best CRM package that I have seen for free Thanks a lot folks for building such a sweet product.
Now I have this problem:
I am not a php expert and I would find a way to link the Documents uploaded to a particular case.
I hope that someone can help me
Thanks
MArco

[simple]

You can add documents (attachments) to a case by creating a note (show detail view of the case and click on create note on the corresponding subpanel).

But linking documents from the document module to cases is not possible.

[marco.rizzetto]

What modifications must I do to Sugar if I would have this feature?
Thanks
Marco

[simple]

I think that you have to add entries to the vardefs.php file and add entries in the relationship table. But I'm not sure if this is all you have to do.

Check how the contract-document relationship works.

modules/Documents/vardefs.php

   'contracts' => array (
        'name' => 'contracts',
        'type' => 'link',
        'relationship' => 'contracts_documents',
        'source' => 'non-db',
        'vname' => 'LBL_CONTRACTS',
  ), 
  

modules/Contracts/vardefs.php

                   'documents' =>  array (
                        'name' => 'documents',
                        'type' => 'link',
                        'relationship' => 'contracts_documents',
                        'source' => 'non-db',
                        'vname' => 'LBL_DOCUMENTS',
                ), 
  

And in the database table relationships is an entry for "contracts_documents".

[marco.rizzetto]

I have done these modifications but I don't see differences.
Maybe .... Must I change the \Contacts\layout_defs.php ?
Marco

[Scott_Savage]

Anyone else got some ideas for this? It seems some of the code is already there with the linking to contracts, however I think maybe this is functionality only in the pro versions? Not sure...

I am thinking the database also needs to be modified, with at least the parent_id and parent_type fields added to the document table and the appropriate fields added to editview etc. Anything else? Is there an easy way anyone has found to do this?

Thanks!!!