How to add Email sub-panel present in different module

how can i add a Email sub-panel to a different panel as i tried using relationship module but i am unable to understand it so if anyone can help me with that and explain me how can i do that through studio and if not possible by studio then by code just a sub-panel from one module to other module

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  • Hello all,  I had the same question and found this post. 

    My users have asked if they can have the Meetings module to display the Emails subpanel - makes sense, they want to conclude a meeting and follow with an email directly from that meeting - I was suprised it was not already there.

    I am not sure if it should be there already by default and so perhaps we have some customisation to hide it (is there an obvious place where that would be?).

    In production: We already have sub panels in the meetings module for:

    • Notes, and
    • Tasks - but that is all.

    And the activities relationship exists...  So i wonder if some other thing is hiding the emails subpanel???

       

    In sandbox: I added a new one to many relationship in meetings, as per Frédéric Rinaldi's answer below and per the documentation here.

    BUT... I now have:

    • 2 Notes subpanels
    • 2 Tasks subpanels
    • 1 new Meetings subpanel
    • 1 new Emails subpanel

       

    Any ideas anybody??   Thought it would be a quickie this one Rofl

    Luke.

  • Hi 

    By default the Meetings module only has an exposed relationship to the Notes module. If you have a Tasks subpanel displayed, that is likely from another custom relationship created through Studio that you could potentially delete if the relationship isn't actively used. 

    Creating the activities relationship is the recommended path to properly build a relationship to the Emails module but it creates the duplicate subpanels as you noted. There's no way to suppress those duplicate subpanels without making code modifications.

    Chris

  • Thanks  for the good info.

    You are correct (I didn't notice the * before) the existing tasks relationship was created in studio:

    meetings_tasks_1*
    Meetings
    Many to Many
    Tasks

       

      

    In my Sandbox, probably worth noting if anybody is interested:  It also looks like once you add the Activities relationship that it is not able to be deleted from Studio.  I see no aterisk on any of the new one and when opened there is no delete option, like there is with that Tasks one for example:

    meetings_activities_1_calls
    Meetings
    One to Many
    Calls
    meetings_activities_1_meetings
    Meetings
    One to Many
    Meetings
    meetings_activities_1_notes
    Meetings
    One to Many
    Notes
    meetings_activities_1_tasks
    Meetings
    One to Many
    Tasks
    meetings_activities_1_messages
    Meetings
    One to Many
    Messages

       

      

    Thanks again Chris - I can update my users, I dont think the benefit outweighs the dev cost.

  • hi

    Just curios if the requirement is either so that users can create an email related to the meeting (and Contact?), or just for convenience to create an email whilst viewing the Meeting record and related to the contact would be fine?

  • Hi ,

    The requirement is so they can follow up with email directly from that meeting (but from the email address/es it would still relate to the contact and account - the addition being also related to the specific meeting).   Currently they use the notes subpanel to add info, or paste in the email from elsewhere.

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