Hi everyone,
I’m trying to implement a custom functionality in SuiteCRM and would appreciate some guidance on how to achieve it.
I want to create a custom view in a module (let’s call it Module B) that we navigate to from another module (e.g., Accounts).
Flow:
- When we navigate from Accounts to Module B, a popup should appear immediately.
- The popup should include:
- Some info from the source module (e.g., Account Name, Address, etc.).
- Checkboxes to optionally create related records (like a Task, Lead, etc.).
- Start Time
- Duration
- When the popup is closed:
- A record in Module B should be automatically created using the collected data (including duration and source info).
- If checkboxes were checked, the corresponding records (Task, Lead) should also be created.
Custom View Details:
The custom view in Module B is not a standard Detail/Edit/List View. It will have a custom layout and UI.
It combines:
- Activity tracking
- Related contact or company information
- Quick action buttons
- And includes information pulled from third-party applications
Questions:
- What’s the best way to implement this custom view and popup logic?
- How can I pass data from the source module (Accounts) to the custom view in Module B?
- Where and how should I handle the record creation logic after the popup is closed?