Search across related modules

[dpeastman]

Is there a relatively simple way to set up searches so that you can specify criteria across related modules?

For example, I want to get a list of contacts based on criteria contained both in the contact record (the person's job title, perhaps) and the account record to which that contact belongs (say, the industry classification).

I also want to do the inverse: get a list of accounts that have at least one contact matching the specified criteria (where the criteria is something stored in the contact record).

Ideally I would even like to take it a step further and string together criteria across several related modules. For example, get a list of contacts which belong to accounts that have an opportunity matching the desired criteria.

Is this sort of thing possible within the studio, or do you need to get into custom PHP to do it?

Thanks.

[sugarcane]

Hello,

you cannot do this with Studio. You will either need to install some sort of reporting tool which will allow you to search across related modules, or you can add this within each module's search panels, but this will take custom coding to do.

If this is something you are interested in, please feel free to contact us. Thanks!

[eggsurplus]

Yes, you can do this in Studio with my Related Data Search module that is available at www.eggsurplus.com. Documentation is also available there as well to help you through the whole process. Here's a post by someone who's using it right now: http://www.sugarcrm.com/forums/showp...33&postcount=4

It only works to one level though meaning that you can search for all accounts with a contact that has a specific criteria but not all accounts with a contact associated to a certain case.