I want to create a Tabbed Dashlet available on Contacts and Leads Detail Views with the following:
Contacts Tab, list all Contacts that share one or more email addresses with the record I'm on
Leads Tab, list all Leads that share one or more email addresses with the record I'm on
I tried to reverse engineer the "history" dashlet, which extends from the tabbed-dashlet.
However, the history dashlet retrieves records "linked" to the current record (direct relationships) and then applies additional filters that are hardcoded in the history.php metadata.
For example, the Meetings module with a "meetings" link to the current record are filtered by status:
'link' => 'meetings',
'module' => 'Meetings',
'filters' => array(
'status' => array('$in' => array('Held', 'Not Held')),
I can remove the "link" parameter from the metadata for the tab, and the dashlet will retrieve ALL records for the "module" specified in the metadata, BUT I can't seem to find the best way to filter that massive collection by email address based on the email addresses on the current record...
Any thoughts on how to best proceed?
Am I trying to use the tabbed dashlet in an entirely unacceptable way?