How to Create subpanel using relate field

Hi Offshore Evolution

Once check this links Create a Flex Relate for other modules and Add a subpanel using code.

You will be getting some idea on it.

Best Regards

S Ramana Raju

Note that HOWTO: Create a Flex Relate for other modules « Sugar Developer Blog – SugarCRM  is a 2011 post.

In more recent versions can add a flex-relate field via studio.

Also, if you have a simple 1-M relationship you might want to consider using a relationship instead of a relate field, using a relationship will generate the subpanel for you, see:

http://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Introduction_to_Relationships_and_Relate_Fields/ 

FrancescaS

Hello Francesca, 

are You know, is there a way to create subpanel on the one side of the relation if the relation is 1 to 1?

We using now a 1 to many relations between two modules, cause the users easily follows the "colored" icons and on the panel view, but actually we need to be done trough 1 to 1 type of connection. 

Thank You, 

Regards,

Arpad

Hello Francesca, 

are You know, is there a way to create subpanel on the one side of the relation if the relation is 1 to 1?

We using now a 1 to many relations between two modules, cause the users easily follows the "colored" icons and on the panel view, but actually we need to be done trough 1 to 1 type of connection. 

Thank You, 

Regards,

Arpad

I would think that for a 1:1 you get a relate field on each side of the relationship so you wouldn't need a subpanel.

Should you still want a subpanel, since the relationship exists, regardless of cardinality, you can add a subpanel by adding it explicitly to the vardefs.

For example, I wanted a subpanel for TargetLists (aka ProspectLists) on the Targets (aka Prospects) module.

<mysugar>/custom/Extension/modules/Prospects/Ext/clients/base/layouts/subpanels/prospectlists.php

<?php
$viewdefs['Prospects']['base']['layout']['subpanels']['components'][] = array (
  'layout' => 'subpanel',
  'label' => 'LBL_PROSPECTLISTS_TITLE',
  'context' =>
  array (
    'link' => 'prospect_lists',
  ),
);

Note that the link is the name of the relationship on the Prospects side. I found that in the vardef.php file of the Prospects module (it is important to note that the name, in this case prospect_lists' is not the same as the relationship prospect_list_prospects which is what you see in Studio)

        'prospect_lists' => array(
            'name' => 'prospect_lists',
            'type' => 'link',
            'relationship' => 'prospect_list_prospects',
            'module' => 'ProspectLists',
            'source' => 'non-db',
            'vname' => 'LBL_PROSPECT_LIST',
        ),

The label goes in 

<mysugar>/custom/Extension/modules/Prospects/Ext/Language

Because the relationship is 1:1 you may want to prevent people from linking existing records through the subpanel, or adding new ones. For that you need to customize your panel-top. See:

SugarCRM7 HOW TO:  Manipulate Subpanel Top Buttons (Actions) 

Hope this helps,

FrancescaS