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Add notes to custom module

john Fieldsend

Hi all, we had a developer add a custom module Feature Keys (holo_FeatureKeys)  to our Sugar Ent 9.0. I now need to add notes support to this module.

Using studio I created a relationship one-to-many in the feature key module to notes (see attached) however when I try and create a note and attach it to the feature-keys module  it does not show in the related to field. I understand the related to field in notes is a flex relate field so I don't understand why I cant see my Feature Key module. I trie a quick repair and rebuild but this did not fix it.

I tried adding a note via the api 

    public function createNote($api, $args) {
      $db = $GLOBALS['db']->getConnection();
      $result = [
        'totalSize'   => 0,
        'done'        => true,
        'success'     => false,
      ];

      $note = BeanFactory::getBean('Notes');
      $note->description        = 'Custom Holokote Image: '.$args['file_ext'];
      $note->id                 = create_guid();
      $note->new_with_id        = true;
      $note->filename           = $args['file'];
      $note->parent_type        = $args['parentType'];
      $note->modified_user_id   = $args['contact'];
      $note->created_by         = $args['contact'];
      $note->parent_id          = $args['parentID'];
      $note->file_mime_type     = $args['file_mime_type'];
      $note->file_ext           = $args['file_ext'];
      $note->file_size          = $args['file_size'];
      $note->save();

      if (isset($note->id) && !empty($note->id)) {
        $result['success'] = true;
        $file = $GLOBALS['sugar_config']['upload_dir'] . '/' . $note->id;
        sugar_file_put_contents($file, base64_decode($args['file_content']));
      }
      return $result;
    }

where $args['parent_type'] = holo_FeatureKey and the parent_id is set to the id of the newly created feature-key.

Am i missing a step or is there some custom code that is stopping this module showing in the notes related to field. All our other custom modules show.

I have also tried to add this to the dropdown list record_type_display_notes

  • 0

    clicked answered by mistake and cant set back to unanswered so still looking for help with this

  • 0 in reply to john Fieldsend

    My guess is that the note is being created and related correctly, you are just missing the parent name in the parent dropdown (as you may know when you use a value that is not in the dropdown you just don't see the value on the front end though it is actually in the database).

    The allowable parents for a flex relate field are defined in the dropdown called "parent_type_display".

    If you go to Admin->Dropdown Editor and find that dropdown you can add your custom module to it. 
    I believe the name needs to be your module's exact name: holo_FeatureKeys while the display label can be whatever you want it to be.

    FrancescaS

    PS. Note that you will now see your new module in every flex-relate dropdown.

  • 0 in reply to Francesca Shiekh

    thanks Francesca Shiekh , I added it to the list you mentioned but still no joy, i havee noticed if i create a new note i now get a feature key box where i can attach the note to the feature key. Freature key is now in the related list but this does not create a link to the feature key

  • 0 in reply to john Fieldsend

    I think what is happening is that we are mixing things.

    You can either add a relationship between Notes and Feature Keys - which will add a field for Feature Keys to Notes.

    OR 

    You can add Feature Keys to the Parent dropdown so that a Feature Key can be related to the Note via the flex-relate.

    I would do as follows: remove the newly created relationship so it removes the added field (you don't want that to appear on all Notes).

    <corrected> Add your module to "record_type_display_notes" and "parent_type_display" dropdown. 

    Now see if you can create a Note with flex relate parent Feature Keys.

    To get a subpanel on Feature Keys for your Notes see the "Correct Answer" here:

    https://community.sugarcrm.com/thread/30169-what-is-the-best-way-to-add-a-subpanel-for-module-related-via-flex-relate

     

    FrancescaS

  • 0 in reply to Francesca Shiekh

    thanks for clearing that up Francesca Shiekh will try your solution and see how I go, I take it i will have to add these file changes to a manifest package it up to install on my live cloud server

  • 0 in reply to john Fieldsend

    I work on an on-site instance so I'm not too familiar with cloud but to the best of my understanding that's the only way to add files to cloud.

  • 0 in reply to john Fieldsend

    Sugar Studio can do the work for you if you add a relationship between your custom module and "Activities".  Note that this will also add relationships for Calls, Meetings, Tasks and Emails.

  • 0 in reply to Justin Kuehlthau

    thanks @Justin, that create an additional field in my notes which I dont want, I just want to create the relationship with the related to field

  • 0 in reply to john Fieldsend

    Did you test adding the relationship to "Activities"?  It correctly uses the "Related To" field.

  • 0 in reply to Justin Kuehlthau

    I see where you are going with this, adding the Activities certainly works but also adds Meetings, Tasks, Emails and Calls to the module - which may not be what we want.

    I tried it today in my development environment to see if I could add them all that way and then delete the relationships I didn't want, and instantly regretted it, it added so many files and removing the unwanted relationships was such a chore I just dumped my dev environment and rebuilt it.

    I am rethinking this whole thing.

    I'll be doing some more experiments.

    FrancescaS

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