Data for Meetings not showing in subpanel for custom module

💬 General Discussion
1

I’ve created the one-to-many relationship and many-to-many relationship for Meetings to a custom module (essentially a sub-account that sits between Accounts and Contact) - the meeting with show up in the subpanel of the Accounts but not the custom module or the Contact module. I can see the Invoice and Quote subpanel data in all three modules.

I’ve tried QR&R, Repair Relationships, and adding new relationships (just created another empty subpanel). The logs are empty when I check them.

Any ideas? I’m running out of them.
Thanks!

2

Is the meeting related directly to the custom module in the relate field of the meeting? Based on everything else you’ve mentioned it should work. If all else fails check the database in PHPMyAdmin and check that the meeting relationship is in fact in the table of your custom module and that there is a relationship table for the module/meetings.

If you’re thinking because you have the relationships set up that it will “automatically” relate it to your custom module just because you’ve related the meeting to the account, it doesn’t work that way. You have to create the relationship one by one between the meeting and your custom module.

You can probably create a workflow that does this for you.

1 Like
3

Thanks for the idea on relationships and workflow. I had created relationships, but apparently I needed to do it twice. The second one worked when I used a workflow to populate the ID from the related field.

1 Like
4

Hi,
I want to show in contract module Document show the data but it not showing the Document module in Contract module, how i create workflow for this.

Thanks
Vishal Raj

5

@Vishal11

You can set relationship between modules “Contracts” and “Documents” as one-to-many.

6

Hi,
Thank you for your response.
I already create one to many relationship between “Contracts” and “Document” module after that “Contracts” module show two “Document” subpanel one is default that is many to many relationship and i newly created one to many. And in default subpanel only some contracts show the Document name but in my suitecrm All the Contracts have Documents but only some contract show the document other not show why ?

Thanks
Vishal Raj

7

Hi,
Can we create “Workflow” for this that show the subpanel data.

8

@Vishal11

Sorry, I don’t how you records of ‘Documents’ to ‘Contracts’.
Perhaps, you work with subpanel which has relationship one-to-many and when you select record of ‘Documents’ in new ‘Contract’ lost relationships with old ‘Contract’.

9

@Vishal11

As far as I know, no. You can manipulate this data in WorkFlow, but not with views.

10

Hi,
But without selecting records, i want document name show as per contracts.

11

@Vishal11

How do you set that the ‘Document’ has connection with ‘Contract’?

12

Hi,
There is one relate field contract in document module.

13

@Vishal11

I already wrote about it. You are using relationship one-to-many. If you want that one ‘Document’ has connection with different ‘Contracts’ you should select ‘Contract’ in subpanel of ‘Documents’