Hello!
I want to add history subpanel to a custom module.
I add a relationship to activities and after taht i only get activity subpanel on my custom module.
Can i make the history subpanel? Any hints or some code guide for this?
Have a look ar modules/Accounts/metadata/subpaneldefs.php
Should give you a start
You will need to create relationships to Tasks, Meetings, Calls, Notes and Emails
Hello, mikesolomon!
I was tried to create the relationship to Activities, and activity subpanel appears. But i need history subpanel.
I looked for modules/Accounts/metadata/subpaneldefs.php and see the history subpanel setup. I tried to create the same subpaneldefs.php in my custom module with code:
<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
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$layout_defs['Accounts'] = array(
// list of what Subpanels to show in the DetailView
'subpanel_setup' => array(
'activities' => array(
'order' => 10,
'sort_order' => 'desc',
'sort_by' => 'date_start',
'title_key' => 'LBL_ACTIVITIES_SUBPANEL_TITLE',
'type' => 'collection',
'subpanel_name' => 'activities', //this values is not associated with a physical file.
'header_definition_from_subpanel'=> 'meetings',
'module'=>'Activities',
'top_buttons' => array(
array('widget_class' => 'SubPanelTopCreateTaskButton'),
array('widget_class' => 'SubPanelTopScheduleMeetingButton'),
array('widget_class' => 'SubPanelTopScheduleCallButton'),
array('widget_class' => 'SubPanelTopComposeEmailButton'),
),
'collection_list' => array(
'tasks' => array(
'module' => 'Tasks',
'subpanel_name' => 'ForActivities',
'get_subpanel_data' => 'tasks',
),
'meetings' => array(
'module' => 'Meetings',
'subpanel_name' => 'ForActivities',
'get_subpanel_data' => 'meetings',
),
'calls' => array(
'module' => 'Calls',
'subpanel_name' => 'ForActivities',
'get_subpanel_data' => 'calls',
),
)
),
'history' => array(
'order' => 20,
'sort_order' => 'desc',
'sort_by' => 'date_entered',
'title_key' => 'LBL_HISTORY_SUBPANEL_TITLE',
'type' => 'collection',
'subpanel_name' => 'history', //this values is not associated with a physical file.
'header_definition_from_subpanel'=> 'meetings',
'module'=>'History',
'top_buttons' => array(
array('widget_class' => 'SubPanelTopCreateNoteButton'),
array('widget_class' => 'SubPanelTopArchiveEmailButton'),
array('widget_class' => 'SubPanelTopSummaryButton'),
),
'collection_list' => array(
'tasks' => array(
'module' => 'Tasks',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'tasks',
),
'meetings' => array(
'module' => 'Meetings',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'meetings',
),
'calls' => array(
'module' => 'Calls',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'calls',
),
'notes' => array(
'module' => 'Notes',
'subpanel_name' => 'ForHistory',
'get_subpanel_data' => 'notes',
),
'emails' => array(
'module' => 'Emails',
'subpanel_name' => 'ForUnlinkedEmailHistory',
'get_subpanel_data' => 'function:get_emails_by_assign_or_link',
'function_parameters' => array('import_function_file' => 'include/utils.php', 'link' => 'contacts'),
'generate_select'=>true,
'get_distinct_data'=> true,
),
)
),But it doesn’t work for me(
I’m not good in coding on php :dry:
Anybody can help me?
Do you get any error when create the relationship with activities? because it should be visible after that. Have you tried to check file permissions and rebuild and repair? rebuild relationships, etc?
best regards
Hello, mikebeck!
Thank you for your response!
I try to repair and rebuild the relationships and others, but the history subpanel still not appear 
I also try to re create the relationship with activities, and make the same relationship in another instance and still have no result.
Here’s how I got this done:
- Create module
- Add one to many relationship to Activities, add many to many to Contacts (Subpanel was throwing an error and not loading notes without contacts relationship)
- Deploy
- Copy modules/Cases/metadata/subpaneldefs.php to modules/<your_custom_module>/metadata/ (this prolly belongs in custom/modules, someone clever can prolly get it into the zip file too)
- Edit file from 4) from
$layout_defs['Cases'] = array(to
$layout_defs['<your_custom_module>'] = array(-
Source Go into dropdown editor, add <your_custom_module> to record_type_display_notes. (Needed to attach note to <your_custom_module>)
7)???
8 ) Profit.
When i try it, it doesnt work? What is missing? Can you help me?