Having custom module appear in activities/history like Calls, meetings or Notes

[formula911]

Hi,

I'm currently trying to create a custom module that when associated with an account, would be tracked under activities and history subpanels. I know I can't do this from Studio, is this possible with coding? Has anyone else accomplished this?

Thanks!

Andrew

[neel1154]

Hi Andrew,
Go to admin/dropdown editor

find parent_type_display

Add "Module's name" as key and value as Module's Label. and save. You will get your custom module in that dropdown.

[christianknoll]

(1) Create a Subpanel for your module (one for Activities, one for History with different filters e.g. on status like calls and meetings do it)
(2) ensure the fields map the activities and history subpanel (afaik this is taken from meetings)
(3) activities and history subpanels are collection subpanels. Add your subpanel into the collection

I don't think that this can be done with Studio but with normal customizing you can do it.

christian.

Hi,

I'm currently trying to create a custom module that when associated with an account, would be tracked under activities and history subpanels. I know I can't do this from Studio, is this possible with coding? Has anyone else accomplished this?

Thanks!

Andrew

[crmwa_alexon]

Hello guys,

I have the same issue..

I created a custom module(cstm_Test) and I want every time I add new record it display to "Account module" History subpanel.

In my modules/<custom_module>/metadata/subpanels, I added ForHistory.php

Here is my codes..

$subpanel_layout = array(

'where' => "(cstm_test.status='Held' OR cstm_test.status='Not Held')",


'list_fields' => array(
'object_image'=>array(
'vname' => 'LBL_OBJECT_IMAGE',
'widget_class' => 'SubPanelIcon',
'width' => '2%',
),
'name'=>array(
'vname' => 'LBL_NAME',
'widget_class' => 'SubPanelDetailViewLink',
'width' => '30%',
),
'status'=>array(
'widget_class' => 'SubPanelActivitiesStatusField',
'vname' => 'LBL_STATUS',
'width' => '15%',
'force_exists'=>true //this will create a fake field in the case a field is not defined
),
'parent_id'=>array(
'usage'=>'query_only',
'force_exists'=>true
),
'parent_type'=>array(
'usage'=>'query_only',
'force_exists'=>true
),
'date_modified'=>array(
'vname' => 'LBL_DATE_MODIFIED',
'width' => '10%',
),
'date_entered'=>array(
'vname' => 'LBL_DATE_ENTERED',
'width' => '10%',
),
'assigned_user_name' => array (
'name' => 'assigned_user_name',
'vname' => 'LBL_LIST_ASSIGNED_TO_NAME',
'widget_class' => 'SubPanelDetailViewLink',
'target_record_key' => 'assigned_user_id',
'target_module' => 'Employees',
'width' => '10%',
),
'edit_button'=>array(
'vname' => 'LBL_EDIT_BUTTON',
'widget_class' => 'SubPanelEditButton',
'width' => '2%',
),
'remove_button'=>array(
'vname' => 'LBL_REMOVE',
'widget_class' => 'SubPanelRemoveButton',
'width' => '2%',
),
),
);

But without any luck it's not working.

and also I customize modules/Accounts/metadata/subpaneldefs.php ..

Here is my codes..

'history' => array(
'order' => 20,
'sort_order' => 'desc',
'sort_by' => 'date_entered',
'title_key' => 'LBL_HISTORY_SUBPANEL_TITLE',
'type' => 'collection',
'subpanel_name' => 'history', //this values is not associated with a physical file.
'header_definition_from_subpanel'=> 'meetings',
'module'=>'History',

'top_buttons' => array(
array('widget_class' => 'SubPanelTopCreateNoteButton'),
array('widget_class' => 'SubPanelTopArchiveEmailButton'),
array('widget_class' => 'SubPanelTopSummaryButton'),
),

'collection_list' => array(
'tasks' => array(
'module' => 'Tasks',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'tasks',
),
'meetings' => array(
'module' => 'Meetings',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'meetings',
),
'calls' => array(
'module' => 'Calls',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'calls',
),
'notes' => array(
'module' => 'Notes',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'notes',
),
'emails' => array(
'module' => 'Emails',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'emails',
),
'linkedemails' => array(
'module' => 'Emails',
'subpanel_name' => 'ForUnlinkedEmailHistory',
'get_subpanel_data' => 'function:get_unlinked_email_query',
'generate_select'=>true,
'function_parameters' => array('return_as_array'=>'true'),
),

/* MY CODE */
'cstm_test' => array(
'module' => 'cstm_Test',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'cstm_test',
),
)
),


Thanks in advance.

Alexon.