Add notes to custom module

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

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.

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

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.

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

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

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

I mentioned that it will add the Meetings, Tasks, Emails and Calls relationships.  I made my suggestion for a few reasons:

• Many people don't know how to write the custom code or upload it to the Cloud.
• It's easier to write and module load few custom files that hide the unwanted subpanels than it is to create custom files to add what you need for functioning relationships.
• The Studio does create many files.  All of those files may be necessary for the correct functioning of the subpanel as well as the relationship elsewhere in the system.  Where possible, I prefer to let Sugar tools do the work for me as I've inherited too many instances where custom code was written incorrectly or incompletely and I can't get Support for the problems that arise.
  • This advise matches Matt's "SugarCloud Commandments" in his recent webinar: How to write code for SugarCloud (Recording), https://community.sugarcrm.com/videos/1720-how-to-write-code-for-sugarcloud-recording.

I mentioned that it will add the Meetings, Tasks, Emails and Calls relationships.  I made my suggestion for a few reasons:

• Many people don't know how to write the custom code or upload it to the Cloud.
• It's easier to write and module load few custom files that hide the unwanted subpanels than it is to create custom files to add what you need for functioning relationships.
• The Studio does create many files.  All of those files may be necessary for the correct functioning of the subpanel as well as the relationship elsewhere in the system.  Where possible, I prefer to let Sugar tools do the work for me as I've inherited too many instances where custom code was written incorrectly or incompletely and I can't get Support for the problems that arise.
  • This advise matches Matt's "SugarCloud Commandments" in his recent webinar: How to write code for SugarCloud (Recording), https://community.sugarcrm.com/videos/1720-how-to-write-code-for-sugarcloud-recording.

I see your point of view Justin Kuehlthau, and it is an easy solution but, in my opinion, not a very clean one. Personally I don't like adding pieces that are not needed.

André Lopes do you have a suggestion for how to add Notes but not Meetings, Calls, Tasks and Emails to a custom module?

thank you,
FrancescaS

Hi there

This is a customization to be accomplished by hand, without Studio stuffs.

1. Add an entry in the dropdowns record_type_display_notes and parent_type_display
2. In the parent module create an extended vardefs and set the link field notes, just like it is defined in Accounts module, mind you have to update the value of 'relationship' attribute. Also set the relationship between parent module and Notes, just like defined in the Accounts module, mind you also have to replace string 'Accounts' by the appropriate one
3. In the parent module create an extended language and seet the label for LBL_NOTES
4. In th Notes module create an extended vardefs and set the id field <parent_module>_id, just liked the one defined for Accounts. Also set the link field <parent_module>, which has a relationship the one you just created in the parent module
5. In the Notes module create an extended language and set the label for LBL_<PARENT_MODULE>_ID
6. In the parent module create an exended client/base/layout an in there set the subpanel notes, just like the one in Accounts. Make sure you properly setup the link name and label

Go to Admin -> Repair and run:

• Quick Repair and Rebuild
• Rebuild Relationships

Clear browser cache and enjoy it!!

Regards

thank André Lopes will give this a try over the weekend on our testing sugar cloud, Also thank you Francesca Shiekh, you method using a custom code worked fine for my local deploy of sugar  and will use it on our cloud if I get no joy with Andres solution.

thank you all for helping with this 

Thank you André Lopes!