Need a tutorial on how to create a new module

[edlentz]

I want to create a new module that allows me to :
a. Select an account
b. Add records that are sold to that account.

I sell equipment that I need to keep track of serial numbers. I might sell 50 at a time to a customer. I need a way to keep track of this stuff. I know enough to create the relationship to the account and create the "Master" record but how do I create the "sub panel" to add in the items I sell them. I need to keep several different bits of info on each item I sell.

Thanks for any guidance in this.

[sts]

If I understand you right you have accounts which could have several objects "records". This would be a one-to-many relationship between the accounts module and a new custom module "records".

This new module you could create with the admin->module builder tool. You create a package, let's say "myPackage" and a module in it called "record". For this module you can define all the fields you need and the different views for displaying and creating these objects. Very important is to define a relationship between this module and the accounts module as said above. If you do this in the new module you have to select "many-to-one" as relationship type and "accounts" as the related module.

After saving the module and deploying the new package you should be able to add new "record" objects to the accounts. The records will be shown in a subpanel of the accounts now.

[edlentz]

Thanks Stefan

I think I have it, that is easier than I thought. Small world I met for the first time today a young man named Stefan that is my niece's boyfriend. Good name.

[edlentz]

I have a couple of stumbling areas. The new "Asset" tab shows up in the Account module just fine, but the view only shows the date the item was entered. I have added the new fields to all the views I can find in the module. I also (I told the project to be hidden when I initially created it) can't seem to get the project back to the main menu. I thought I only wanted it to be accessable in the Account area but I find that that might not be as desirable as I thought.

[sts]

To get/hide a Tab for your module:in the Module Builder there is a option called "Navigation Tab". This should help (and don't forget to save and deploy ...).