Same fields in different tabs

[sgilleland]

I would like to create different modules that have the same fields from other custom modules...how do I do that?

For example, I want to have a summary tab which will have information from various custom modules.....how do I get the same fields from one module to another one?

[andopes]

Hi sgilleland

How would you like to work with this set of modules?
How would you like to create a record from Summary module and from related modules?
Would you like to automatically pass field values from related modules from Summary module?
Clarify that and we will be able to guide you.

Cheers

[sgilleland]

My goal is to have a summary tab that will have the fields from other modules passed to it automatically......

I have a marketing company that will be posting information into Sugar via WebtoLeads and I will have our agents update various fields in various modules and would like to take the info that the agents put in and move it to a summary tab that I can give the marketing company access to. This will make it simple for them to see the status, and any other fields that I would like them to see.

There would really be know need for them to create a record.....just view.

Thanks,
Skip

[andopes]

Hi Skip

So you need to create relationships between the Summary module and the related modules (1 to 1) to let sugar deal with the fields.
You have to create on Summary vardefs all fields coming from related modules, but these fields at Summary module needs to have the attribute:

 'source' => 'non-db', 
  

This will tells Sugar to don't create the fields into summary table once they come from related modules.
Create a controller.php for Summary module and implement the methods action_detailview and action_editview. The content of these two methods should be almost the same:
You need to retrieve objects from related modules based on relationship fields and fill in pseudo Summary fields values from real fields from related modules.
Then you can go to Admin -> Studio -> Summary -> Layout -> and add into DetailView and EditView the fields you want.

Regards

[sgilleland]

Thank you very much for the response.....however, I didn't understand it all. Is this something a that is easy for a newbee, and I am just not understanding? Could you possibly elabeorate a little more?

Thanks,

Skip