Create new records by clicking a related field

đź’¬ General Discussion
1

Hi guys,

So, when i create for example a new invoice, i do have a field that is related with clients, when i click that button it pop up a new window that shows me the list of clients, How can i create new records of clients in that pop up window.
As they say a picture is worth a thousand words so here’s my picture.

Thanks as always.

2

the button must be there if you have set the proper roles to create new clients, there’s no need to custom thing, check your roles.

best regards

3

Hey, the button it is not there even with the administrator user, i tried it with another user assigned with roles, with all the permisions to that module(clients), but it’s not showing neither

4

EDIT: Maybe those 2 modules needs to be realationed in the studio?

5

Hey,

I found something, in the leads module, it appears accounts as related field, if i click it the button to create a new account in the pop up window appear as you can see in the image: “Nueva Cuenta” -> New account.
I checked studio and compared between those 2 modules (leads works correctly and invoice does not), and everything looks the same way, in terms of relations. So i dont know why the module invoice it’s not working. :frowning:

The image is from the module leads, that it’s working fine.

6

Help please!

PD: The module that i cant create new records via pop up, its a module made by me, in the module constructor, i hope that helps.

7

There is no one to help?..

Please.