I would like to make a simple customization on existing module of SuiteCRM.
In the tasks module , If I select a task and in the detail view of that task I would like to display a button, and If I clicked that button it would show a pop up with some list of data and if select that data it will be directed to my custom module.
How to do above stuff?
1- Displaying a custom button in tasks detail view
2- how to create pop up when i click the button (I would like to display the records of a module). Please see the attached image below
Hi, it seems like you need to create a relationship between the Tasks module and your custom module. You can do that either in Module Builder or in Studio.
If you create a many-to-one or many-to-many relationship between Custom module and Tasks, you will then have a subpanel for your custom module in the detail view of the Tasks module that enables you to select a record from your custom module. In Module Builder or Studio you can modify this subpanel to let have it display the desired fields of your custom module.
Choosing between many-to-one and many-to-many depends on your purpose for this relationship.