Advanced module record edit form

Hello,

I need to create advanced record edit form, which will have information from multiple modules.

Subpanels can't be used for that, because there are many validations and required lines and it's not user friendly in my case.

I added moqup, how it should look like.

How this thing could be done using best practises?

I was thinking about creating custom field type, which will had information for all tabs, but i'm not sure.

Sugarcrm version 9, but will be migrating to 10.

Thanks for help.

  • It is possible to configure subpanels-create for that purpose. We had done that precisely for add-on Lampada HelloSign.

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • It's a nice solution André, but the  problem is that in my case "options" are from one module and "names" from another, so as i understand, this concept won't work for my case.

  • Definitely it will work seamless. layout subpanels-create allow you to create one or more records for one or more modules.

    Note the picture above.

    On creating a Signature Request the user is able to also create custom fields to be filled/reviewed in on signture time and recipients as well.

    I'm pretty sure your requirement follow such scenario.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Yeah, you are right. It follows almost everything.

    There is only one catch, that "options" in my case should be added at first in 2 tab and then appear pre-filled on the example which i provided, but maybe it could be done using some auto-saving.

    So basically it is subpanels implementation directly into form?

  • On hitting "Save" button all subpanels' are saved as well. It can be configured pre-filling, it depends on rules behind.

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Thanks for answer, André. I will try to check how to configure them as we need.