Results 1 to 2 of 2

Thread: Tackling this SugarCRM concept

  1. #1
    snippet is offline Sugar Community Member
    Join Date
    Feb 2012
    Posts
    14

    Question Tackling this SugarCRM concept

    I have a Custom Module, a Package Module and a Type Module.

    The Custom Module is to handle records for a business. This is how it should work.
    A Custom Module record has a Type and this Type holds relationships many Package Module records (like a container). These Package Module records should go hand in hand with the Custom Module record if it is of Type x.

    A Custom Module record cannot have one Package Module record, it's usually two or more together.

    My idea was:

    ---
    Code:
    Custom  Module -> relates (Many to One) -> (custom) Type Module
    Code:
    Type Module -> relates (Many to Many) -> (custom) Package Module
    So that when you create a new Custom Module record, you attach a Type, and the attached Type attached its Package Module records.
    ---

    Programmatically its not a problem, I can follow up the relationship. But visually for record entry etc, its a problem.

    This does not work as I envisioned in Sugar, since the Package Module is not directly related to the Custom Module.
    I wanted that when a Type is selected, its related Package Module appears as a subpanel on the Custom Module view.

    How would you go around relating this together with Sugar? Or would you set it up differently?

    Thanks

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: Tackling this SugarCRM concept

    In order to do that you need to create a function based subpanel.
    Double check modules/Campaigns/metadata/subpaneldefs.php and modules/Campaigns/Campaign.php in order to understand how to implement that.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. CRM & SugarCRM concept presentation(ppt)
    By idlivada in forum General Discussion
    Replies: 6
    Last Post: 2011-05-19, 09:26 AM
  2. Selling the concept
    By rd42 in forum General Discussion
    Replies: 2
    Last Post: 2010-12-14, 09:51 PM
  3. How does the crm concept work, the basics?
    By rmuilwijk in forum Help
    Replies: 2
    Last Post: 2007-05-23, 01:33 PM
  4. Unerstanding Relationship Concept in SugarCRM
    By chintan in forum Developer Help
    Replies: 0
    Last Post: 2006-12-23, 01:19 PM
  5. Concept of the IDs in Sugar?
    By mycrmspacegunnar in forum Developer Help
    Replies: 9
    Last Post: 2006-12-15, 09:49 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •