Sub-Panel Help

[evanlang]

Hi,

We are new Sugar users and I am am trying to customize my general layout, fields, modules, etc...

I have created a new Module, which I have named "Plans" and I am having 2 issues:

1. I created a relationship btw Plans & Accts in Studio w/ Plans being the Primary Module. I actually wanted Accounts to be the Primary Module, so also created the same relationship in Accounts. Now I can't get rid of the one in Plans.

2. When I am in accounts now, there are 2 "Plan" sub-panels". I only want one. How do I get rid of one. I think I have tried everything.

3. How do I re-order the sub-panels seen in a given module. For example, in accounts, the first sub-panel is activities, the history, etc... I would like the order to be Contacts, then Plans, etc...

I appreciate any help you can offer.

Thanks in Advance!

[item]

Hi,
1 ) Accounts one to many Plans relation is i think your needs. But, i suppose you must delete the Plans to Accounts relation with Sudio. Then Make a quickrepair-rebuild and rebuild relation.
2) the second Subpanel must disappeard.
3 ) for change SubPanel order, you can do with your mouse, when you are near the title of the subpanel, the icon of mouse change and you can order what you want.

Regards

[evanlang]

Thank you very much. I was able to change the order of the sub-panels.

For the first 2, I can't edit or delete relationships in Studio. Do you know if there is a way to do this?

Thanks!

[eitrix]

unset not used subpanel in accounts module in subpaneldefs

they are probably stored in custom directory so check custom/extension/modules/accounts/layoutdefs and then unset the array that defines panel not used.

Relations are defined in custom/metadata

also with relations comes relate fields so you might want to delte them too BUT

if you are new to sugar just unset subpanels you not need and remove not needed fields from views