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Thread: Noob: Relationship between Leads /Opportunities

  1. #1
    edvsw is offline Sugar Community Member
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    Red face Noob: Relationship between Leads /Opportunities

    Hello,

    With the walkthru from Kenneth Brill I successfully created an new subpanel/Relationship for leads=>opportunities (metadata/include, vardef, layout_def, lang-file, RepairRelationship)

    All worked fine, 6 hours of work, but my Problem is, that in the Subpanel "Opportunities" I see for every Lead all the Opportunities and not just the related ones...

    And still I can only create Opportunities for Accounts, but my Intention was to be able to create Opportunities from Leads also

    I can't do the repairDatabase, it only show me a blank screen

    (using Version 4.2.1b)

    Greetings
    Susanne
    (Germany)
    Attached Files Attached Files

  2. #2
    edvsw is offline Sugar Community Member
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    Default Re: Noob: Relationship between Leads /Opportunities

    ...can it depend to read/write permissions? I'm not sure, if they were set correctly, and so the relationtable could not be written? My Idea so far...

    Susanne

  3. #3
    ruchida's Avatar
    ruchida is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Noob: Relationship between Leads /Opportunities

    The type 'relationship_type'=>'one-to-many' should be 'relationship_type'=>'many-to-many'?
    Ryuhei Uchida
    Help Forum Moderator
    Calendar 2.0
    http://blogs.itmedia.co.jp/ruchida/

  4. #4
    edvsw is offline Sugar Community Member
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    Default Re: Noob: Relationship between Leads /Opportunities

    Thank you, but this option I have already tried.

    the new leads_opportunities table is not applied, that is the problem I think. But I dont't know why....

    How can I see, what the dictionary array contains to check if the table is created?

    Susanne

  5. #5
    edvsw is offline Sugar Community Member
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    Default Re: Noob: Relationship between Leads /Opportunities

    It's me again ;-)

    since 2 days I try to create a real Relationship between Leads and Opportunities.

    I'm able to show an existing Opp-Name (from my exitsing database) that relates to a lead (in the Detail view) . But how can I make only this opportunity visible in the Opp-Subpanel? The situation now is: all opportunities exitsing are always visible in the subpanel/detailview and not only the related ones



    Greetings
    Susanne

  6. #6
    ruchida's Avatar
    ruchida is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Noob: Relationship between Leads /Opportunities

    Quote Originally Posted by edvsw
    Thank you, but this option I have already tried.

    the new leads_opportunities table is not applied, that is the problem I think. But I dont't know why....

    How can I see, what the dictionary array contains to check if the table is created?

    Susanne
    Hi,
    You need to manually create the relationship table unless you're going to use Module Loader.

    Also please be sure to include the meta file in the modules/TableDictionary.php.
    Ryuhei Uchida
    Help Forum Moderator
    Calendar 2.0
    http://blogs.itmedia.co.jp/ruchida/

  7. #7
    cywolf's Avatar
    cywolf is offline Sugar Community Member
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    Default Re: Noob: Relationship between Leads /Opportunities

    Running the 'Repair Database' tool in Administration will create the table for you, once the include has been added to TableDictionary.php. If that's giving you a blank screen, then there's probably a syntax error in your table definition. Try turning on PHP's display_errors setting.
    Andrew Whitehead
    The Long Reach Corporation
    http://infoathand.com

  8. #8
    ruchida's Avatar
    ruchida is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Noob: Relationship between Leads /Opportunities

    Andre,
    You're right.

    Susanne,
    I could create the leads_oportunities table without any problem by running RapairTable. You may need to check if there is any syntax error in TableDictionary.php.
    Ryuhei Uchida
    Help Forum Moderator
    Calendar 2.0
    http://blogs.itmedia.co.jp/ruchida/

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