Why is the "Related To" field not auto-populated when creating a Note from a record (while it works from Accounts) ?

Hi Phuong Trinh ,

I verified in a stock instance of Sugar that creating notes from the meeting or call record view properly inserts the corresponding record in the 'Related To' field of the note. The only time where I have seen this behavior previously is when there is a custom, direct relationship to the Notes module instead of the Activities-based relationship which forms relationships from the target module to all activity-based modules. Can you share a screenshot of what the 'Relationships' section in Studio looks like for either your Calls or Meetings module?

Chris

Hi Chris Raffle ,

Thanks for replying me ! 

Here's the screenshot of relation Notes : 

Good evening Chris !

Hi Phuong Trinh ,

The 'meetings_notes' relationship is the expected relationship so I'm not sure why the 'Related To' does not populate as expected. The 'note_activities' relationship is different than what I was referring to when I mentioned activity-based relationship. When creating a relationship for a module, you can specific the related module as 'Activities' which forms a relationship to activity-based modules (calls, emails, meetings, messages, notes, & tasks). That doesn't appear to have been done here so the 'meetings_notes' relationship is the only relationship of note. 

If you don't know of any customizations done to the calls or meetings modules that may impact this functionality, I recommend filing a case with Sugar Support to troubleshoot further. There may be an old subpanel definition from a prior release causing a conflict and preventing the 'Related To' field from populating.

Chris

Hi Phuong Trinh ,

The 'meetings_notes' relationship is the expected relationship so I'm not sure why the 'Related To' does not populate as expected. The 'note_activities' relationship is different than what I was referring to when I mentioned activity-based relationship. When creating a relationship for a module, you can specific the related module as 'Activities' which forms a relationship to activity-based modules (calls, emails, meetings, messages, notes, & tasks). That doesn't appear to have been done here so the 'meetings_notes' relationship is the only relationship of note. 

If you don't know of any customizations done to the calls or meetings modules that may impact this functionality, I recommend filing a case with Sugar Support to troubleshoot further. There may be an old subpanel definition from a prior release causing a conflict and preventing the 'Related To' field from populating.

Chris