How to add Cases from Projects module and vice versa

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1

You can, from the Projects module, select and choose a Case that you would like to assign to a Project but we would like to know how you can create a Case if you are in the Projects module? (not select, as it currently stands)

Then, from Cases module, we would like to know how to add a required field that connects to the related Project so that it is always something that needs to be added.

Is that doable?

Many thanks

2

If the button is not there, you’d have to put it there in the subpaneldefs. You’ll find similar code in other subpanels, in other modules. But it will require some coding, it’s not just something you “turn on”.

Have you tried it from Studio, setting this field as required?