add product to case

đź’¬ General Discussion
1

Hello,
I’m using SuiteCRM 7.1.1 and I wonder of it’s possible to add a product to a case, so I can later invoice it.

Is this possible?
With kind regards,
Jo

2

Hi there,

You can create a one-to-many relationship between Cases and Products in Admin -> Studio -> Cases. This would allow you to associate products to cases.

Thanks,

Will.

3

Could this also work the other way around?
For example; when I assign a product to a case, I would like to have a subpanel in my product detail view listing all cases involving this specific product.

4

Hi,

For this, you would likely have to create a Many-to-Many relationship, rather than the proposed one-to-many relationship.

You can do this in studio by navigating to Admin -> Studio -> Cases -> Relationships -> Add relationship
and create a Many-to-Many with “Products” chosen as the “Related Module”

Creating a Many-to-Many relationship would create a Subpanel on both the Products and Cases Modules.
The Products Subpanel will list the related cases, The cases Subpanel will list the related products.

However, if you’re not sure about this, you may wish to create a backup of both DB and your SuiteCRM instance before creating this relationship…