Many to many relationship but not appearing in subpanel

Kristjan Geir Mathiesen over 8 years ago

Hi good folks

I´ve installed Sugar Connector for DocuSign from W-Systems Corp v. 1.5.32 on Ent 7.7.1.0. The DocuSign Envelopes module comes default with many to many relationship to both Opportunities and Accounts:

However, the DocuSign Envelopes does not appears in the Subpanel of either Opportunities nor Accounts. Why is that?

I mean, can a module be hidden from Subpanel even though there is a many to many relationship?

As always, thanks for your help,

KGM

0 Dennis Wangerin over 8 years ago

I wonder if it is supposed to have subpanels, at least from the screenshots on SugarExchange it seems to be only in a dashlet but I didn't test it myself to see the expected functionality.
If it is supposed to have subpanels, double check in Admin > Display Modules and Subpanels if that module is hidden there.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Kristjan Geir Mathiesen over 8 years ago in reply to Dennis Wangerin

Hi Dennis Wangerin
The DocuSign Envelopes is already in Displayed Subpanels, sorry forgot to mention that. So maybe it´s by design hidden...
Any other ideas?
Thanks so much,
KGM
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Dennis Wangerin over 8 years ago in reply to Kristjan Geir Mathiesen

So it would definitely be possible to hide a subpanel from a M2M relationship by modifying the vardefs.
I think this is by design, checking the documentation I don't see any subpanel for Accounts/Opportunities as far as I see the data will be shown in dashlets.
https://www.w-systems.com/www/sugardocusign/Sugar_Connector_to_DocuSign.pdf
However I don't have a docusign account to test and confirm so you could also reach out to support@wsystems.com to clarify the behavior and present your usecase.
Cancel
Vote Up +1 Vote Down

Sign in to reply

Reject Answer

Cancel