Flex Relate - How to sort the modules list ?

I believe that in a flex-relate the default value is always dependent on where you are when you start creating the record.

For example, in the meetings module, if you start the meeting with the + sign on the Meetings subpanel on an Opportunity the default will be the Opportunity you are on, if you do it from an Account the default will be the Account you are on etc...

I suppose you could modify the Create controller for each of the modules (Calls, Meetings etc) to always default to Contact and force the user to pick a Contact...

FWIW Flex relate fields are a source of much confusion among my Sales users who do not understand the difference between the "Context" and the "Participants" of a Meeting or Call.

Hi Francesca Shiekh ,

thank you for your quick answer.

My problem is when you are using the quick create action from a dashboard or a list view. No current "module" is selected and, unfortunatelly, the default module is ACCOUNT. But, most of the time for my customer, it will be a CONTACT. So we would like to avoid useless clicks.

Sorry for the late reply Frédéric Rinaldi 

I finally figured it out but it's a per-module vardef change:

$dictionary['Call']['fields']['parent_type']['default'] = 'Contacts';

I don't know how that would apply to the dashboard scenario, it may depend on the dashboard.

I hope this helps your customer.

FrancescaS

Sorry for the late reply Frédéric Rinaldi 

I finally figured it out but it's a per-module vardef change:

$dictionary['Call']['fields']['parent_type']['default'] = 'Contacts';

I don't know how that would apply to the dashboard scenario, it may depend on the dashboard.

I hope this helps your customer.

FrancescaS