How to place Dashlets on a 'Detail View' screen?

The question states it all: I just need a way to replace a 'Detailed View' to a Dashlet.

In my situation, what I need to do is essentially create a relationship (check) between two separate modules (check) and then take the result of this relationship and place it in another module's 'Detailed View', without the former being in it's 'Detailed View' and instead in a Dashlet view (help).

Is there anyway to do this within SugarCRM? I don't mind doing any custom code, so any help would be very much appreciated

Parents

0 Dennis Wangerin over 9 years ago

Hi Reiss, which version of Sugar are you running?
In Sugar 7 there is the intelligence panel - would this be the place you want to see the data?
https://support.sugarcrm.com/Documentation/Sugar_Versions/7.7/Ult/Application_Guide/User_Interface/Intelligence_Pane/ind…
0 Reiss Jones over 9 years ago in reply to Dennis Wangerin

Hi Dennis,
We are currently running version 6.5.23, so the intelligence panel solution would not be a viable solution.
0 Dennis Wangerin over 9 years ago in reply to Reiss Jones

Ok in that case I am wondering if the following would be suitable:
- In Module A create the same fields that you would need to pull over from Module B
- in each of the fields add a formula related($moduleB, "needed_field_c")
- In Module A create a new Panel/Tab in Studio and add the fields
With that you could pull over the data from the related record into your detailview in a separate panel or even tab without needing to program anything. Would this be a solution?
Thanks,
Dennis

Reply

0 Dennis Wangerin over 9 years ago in reply to Reiss Jones

Ok in that case I am wondering if the following would be suitable:
- In Module A create the same fields that you would need to pull over from Module B
- in each of the fields add a formula related($moduleB, "needed_field_c")
- In Module A create a new Panel/Tab in Studio and add the fields
With that you could pull over the data from the related record into your detailview in a separate panel or even tab without needing to program anything. Would this be a solution?
Thanks,
Dennis

Children

0 Reiss Jones over 9 years ago in reply to Dennis Wangerin

Sounds like a plan, but are you saying I can do all of this without needing to program anything, or just the actually displaying of my information without needing to program anything?
From,
Reiss Jones.
0 Dennis Wangerin over 9 years ago in reply to Reiss Jones

Yes with that approach all you would need is calculated fields from the UI (Studio)
Depends a bit what exactly you want to build, maybe there is a certain aspect where a calculated field would not be enough. But I'd give it a shot, just because it would be way easier to implement and maintain.
0 Reiss Jones over 9 years ago in reply to Dennis Wangerin

Hi again,
Okay, I understand - I have only just logged back into the forums and saw your message. Since then I had already built a systme using PHP that fixes my issue. But thank you anyway! I have marked your question as correct, as it theoretically is so.
From,
Reiss Jones.