I created a relationship between a custom module and products which seems to work. The only problem is, I want to list the products on the custom module as a sub panel but Products does not have a sub panel. Any way to create this?
My best bet is that you might have created a relationship that doesn't create a subpanel on the desired module end. For example 1-N contacts-products, in this case products won't have a subpanel but only relate field since there can only be one contact associated with a product.
Related
I am trying to add products dropdown to the opurtunities module in suitecrm.
Tried adding relationships "one to many, and many to many". Also tried adding dropdown with products. But it shows irrelevant options in the dropdown.
I am trying to achieve the products created in the "products module" to be shown in the dropdown.
I have tried googling/reading the documentation. But am unable to find any thing on this.
Any help or guide with this is highly appreciated.
Apparently there was some issue with the installation installation.
got it working with,
1) adding a relation between opportunity and products
2) adding a relate field to products
3) create a dynamic drop down field with product
I created a portal and added it to my form and added the fields I wanted to the "Add Fields to Portal" box. What I have in edit mode
However, after going into browse mode, the portal is empty. What I have in browse mode
Image of what I want to have
For a portal to show related data you need a relationship in place between the two tables.
On the Help menu in FileMaker you will find a link to the user guide. There you can find out how to easily set up relationships and other basic things to get you started.
You should have a relationship something like this, between Client and Order, based on the unique Client ID. (note this uses the 'anchor-buoy' method, which I prefer).
Relationship Graph
Then in your Client layout, you set-up the portal using that relationship.
Order portal on Client layout
You will typically do this by creating a relationship between the parent and child table records:
In this example, when a record is created in the child table (contacts), the ForeignKey field has a value equal to the PrimaryKey from the parent record (Companies):
I wanted to create a custom page having all categories listed with checkbox and on click of that products should get filtered. Can anybody suggest how to go about it?
Just as an idea:
We are using Multiple Select in Layered Navigation von Manadev. There you get a Category filter which you may use.
Otherwise you may have a look at a Collection Filter as described here.
It would be quite easy to get a select with all your categories with category_id as option. Then you built your request.
I am working with sugar crm 7.1.1 and I am trying to create a subpanel for a module. When I try to create the subpanel I dont see any relationship in dropdown other than "one to one".
How could I resolve this?
If you want to create subpanel then it should be always One to many relation ship And for Campaigns it is showing only one relation it is a default . IF you want more check Account module.
I have created a custom module, now i want to display in my module listview of Accounts and listview of Meetings. I wonder how to use dashlet to add two listview into my module. Can someone give me a clue? Excuse for my English.
Thank you very much!
Depends on how the data is related. If there is a one-to-many or many-to-many relationship, there should be subpanels with related Accounts and Meetings on the detail view of each record.
If you just want to drop in a listview for each module that isn't filtered, look at this blog post...
http://developers.sugarcrm.com/wordpress/2012/05/15/howto-drop-a-listview-in-anywhere-with-the-listviewfacade/