Results 1 to 3 of 3

Thread: Newbie question: relating custom modules to tasks

  1. #1
    Birthways is offline Member
    Join Date
    May 2011
    Posts
    14

    Default Newbie question: relating custom modules to tasks

    Hello amazing SugarCRM experts!

    I am wondering if anyone could point me towards the steps (or an appropriate tutorial) for how to relate a custom module to tasks. Specifically, I'd like it if when I am completing the task, the pull down "related to" also included my custom module. I've done a search in the support section of the website but can't find directions.

    I am using SugarProfessional6.2.0.

    Thanks in advance for your help! Much needed and appreciated

    Jeanette

  2. #2
    sts's Avatar
    sts
    sts is offline Sugar Community Member
    Join Date
    Aug 2010
    Posts
    978

    Default Re: Newbie question: relating custom modules to tasks

    In ModuleBuilder you can add relationships to your custom module.
    In admin->Module Builder-><YOUR PACKAGE>-><YOUR MODULE>->Relationships select button "Add Relationship".
    Select "Tasks" in the "Related Module" field. Choose the type of relationship, e.g. many-to-many. If one task could have many of your module entities you would have to choose many-to-one.
    (See screenshot for a module called "Verträge".)
    Don't forget to save the relationship and to deploy the package! Afterwards you should see the relationship in both modules.
    Attached Images Attached Images  
    Stefan Ulrich Sauer
    System Analyst

    Devoteam Danet GmbH
    Gutenbergstraße 10
    D-64331 Weiterstadt
    Germany
    email: Stefan-Ulrich.Sauer@devoteam.com
    http://www.devoteam.de

  3. #3
    Birthways is offline Member
    Join Date
    May 2011
    Posts
    14

    Default Re: Newbie question: relating custom modules to tasks

    Thank you so much for your help! Really, really appreciate it!

    Warmly,
    Jeanette

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 3
    Last Post: 2009-02-01, 09:55 AM
  2. Issue relating Tasks with custom module.
    By jasv in forum Developer Help
    Replies: 0
    Last Post: 2008-12-18, 01:28 PM
  3. Relating two Custom modules to each other
    By JVWay in forum Developer Help
    Replies: 2
    Last Post: 2008-05-12, 04:26 PM
  4. Relating Modules
    By spencerm in forum Help
    Replies: 0
    Last Post: 2008-03-28, 06:57 PM
  5. Quick newbie question about modules
    By stevec in forum Developer Help
    Replies: 0
    Last Post: 2005-10-19, 11:01 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •