I have created 3 Modules in Module Builder ----- [Mod A] ----- [Mod B] ----- [Mod C] ----- all 3 modules have about 8 fields that are the same but the rest of the field are different. Under Accounts I want the Custom Subpanel that will be created to display records from ----- [Mod A] ----- [Mod B] ----- [Mod C] ----- with the fields that are the same and filtered by the account that it is related too. Clicking on the the first field in the subpanel should open the corresponding module record
I’ve tried to locate some detailed information about creating subpanel’s but haven’t found anything that covers what i’m wanting to do. Is it possible to do what I want. Does anyone know of some advanced subpanel information / tutorial or anything.
If it is possible then I want to have a [Create] button on top of the subpanel with a dropdown list for ----- [Mod A] ----- [Mod B] ----- [Mod C] -----
I understand that this will require JS coding and that is fine, I don’t have a problem with that.
In order to get an idea of what i’m trying to do, i’m creating modules for an Insurance company. Modules are for Home, Medical, Travel insurance etc. If anyone has an easier solution then i’m all ears and open to ideas but the the solution that I just outlined is the preferred way.
buy Jim Mackin’s eBook “SuiteCRM for Developers”, it’s the only coherent resource out there
about your data modelling, I would say that it’s probably better to keep every entity “insurance” under the same module. Especially if you then want to show them all in the same subpanel. The fields that are different would all be there (in different “panels” perhaps), except you might want to create custom code to hide the panels not relevant the current insurance type.
To see an example of panels create a Task in the Tasks module and see the two panels right near the top: “Task overview” and “Other”. Or simply create a few panels in Studio in your own module.
Thank you for the information, I went a got a copy of the book. I thought about keeping everything in one central location and I even have a test module on the development server that hides the panels not related however the insurance business does more than just Insurance so there will be other modules that will need to be linked for example investments. Due to the volume of information that needs to be collected the single module approach is a bit bulky and the required fields for each area are still triggered even when the panel is hidden
I don’t need to show all the information for each record in the subpanel just a couple of fields that are identical. They can get the rest if and when they click it.
ok, so i’m still trying to get my head around creating a subpanel for some reason I can’t seem to get it. Basically I want to create a subpanel for accounts but I want to populate it with the custom information but from what I can see it looks like you have to have it associated with a module. any help would be great. For example I want a subpanel on accounts and then use “Showing related module’s related data” to populate what I want then a drop down list for example “Home, Motor, Travel etc” and a create button. Anything that can help me out
Yes you have to base your subpanel on a specific module; usually that actually helps you because if you chose the module from which most of your data is coming it will make it easier to setup the fields.
Then you add “non-db” fields to the subpanel, which is simply the way to reserve a space that’s not coming directly from the database (from that module’s database), and where you can customize to get data from basically anywhere.
I’m really getting the sensation that you should be using a single module for all your insurance types. You seem to be working against the application’s structure with three different modules that you need to aggregate. I think it’s more “SuiteCRM style” to use one aggregated module and filter by type of item.
Yes this is true and I have put them together but since i’m also dealing with investments, retirement and a few other areas I need to be able to show if an account has other services. Putting this all into one module makes it really bulky and any additions later on will be a real pain.
So if I dump all the data into one module and assign a subpanel for accounts that filters based on type for example a subpanel for Insurance and then the same process for Investments and another for retirement.
Using one module seems like a good idea for detailview but editview would seem to prove a little more difficult. We still have to deal with field validation (Required Fields) if there are required fields associated with lets say Home, Vehicle and Travel then (if i’m not mistaken) you can’t continue because the other areas have required fields and since they don’t apply those fields won’t even show on the layout.
Of course if I am mistaken on this part please let me know. I will check out that link you posted to see if my “understanding” improves LOL
Well, you do need quite some customizations, so it’s not easy to get them right when you’re only just starting to learn the system. The two approaches each have their merits, you have to explore and try things until you realize which is best. Good luck!
Ok, so I settled on keeping all the information in one module, i’ve even created a first and last name field and then updated the username using bean works great. Each department will have a module. Insurance, Investment etc etc. I need to keep the Insurance Side from seeing the account from Investment side, For example any accounts that deal with investments should only be seen by the investment team and not Insurance but Investment team can see all accounts even the insurance side
also on the dashboard where it says My Accounts, Renewal Reminders. I need it to be universal and not just one user / employee. So all employees can see all the renewal reminders. Any suggestions
thanks
as an example of using Security settings to separate records by departments. You will have to adapt it to your needs, of course.
I don’t know the answer to the dashlet question. It should be fairly easy to achieve but you’ll have to look up a a way to create a custom dashlet. Of course, if you don’t need it on the home screen you can just click accounts to see a full account list.
