Custom module in Activities and History


I am trying to add a Milestone module to relate to Case module. I want it to behave like the other modules such as Tasks, Calls, Meetings in the Activities and History subpanel. I also want it to show up in the Summary Pop-up the same way as the other module. However, this should only show up for Case, but not the other modules to relate to Activities.

I created the Milestone module and created a relationship for Case 1:M Milestone. I look through the different subpanel definition but I can’t seem to find the correct one to change. I am comfortable editing the code, but can anyone point me at the right direction?


For stuff to appear in the Summary pop-up, you need to set “Audit” in Studio (select module, then “Fields”).

To make stuff appear in the Activities subpanel, check this thread