Relationships did not transfer using Module Loader

💬 General Discussion
1

How do I transfer relationships from one SuiteCRM instance to another using Studio, Module Builder and Module Loader? The non-relationship fields, views and searches transfer fine but am missing the relationships and subpanels.

Details:

I’m simulating the process of moving customizations from one SuiteCRM 7.3.1 (dev) to another SuiteCRM 7.3.1 (prod) instance. Each instance is running on a separate Linux machines. The fields, views, and searches transfer as expected but the custom relationship is missing. On the prod instance all the fields look as they do in the dev instance except the field that is a relationship an subpanel is missing. If I look in Studio | Relationships the custom relationships are also missing. All changes used Module Builder and Studio. No changes were made directly to the .php files. The following is a summary of the sequence used.

Sequence on dev instance:

  • Clean SuiteCRM 7.3.1 PHP 5.3.29, MySQL 5.5 on Ubuntu 14.04
  • Module Builder: Create 1 package. Create 1 custom module named Test1 in this package. No fields, no relationships are made. Save and Deploy
  • Studio: Add custom fields to the Contact module. Add a 1-to-many relationship from Contact to ‘test1’. Customize the Editview, search.
  • Studio: Add custom fields. Add the relationship on the EditView.
  • Verified fields and relationships look fine on Contact and the Test1 views.
  • Module Builder: Publish the Test1 package to file test1_from_mod_builder.zip
  • Studio: Export Contact module to contact_from_studio.zip … Only the Contact module is the zip file.
  • Studio: Export Test1 module to test1_from_studio.zip … Only the Test1 module is in the zip file

On the target prod instance:

  • Module Loader: upload and install contact_from_studio.zip. Completed successfully.
  • Module Loader: upload and install test1_from_mod_builder.zip. Completed successfully.
  • Module Loader: upload and install test1_from_studio.zip. Completed successfully.
  • Ran Quick Repair and Rebuild
  • Ran Rebuild Relationships
  • Relationship between Contact and Test1 module is missing.

Thanks for your insight in advance.

2

Exporting both modules from Studio at the same time seems to include the relationships between the Contact and Test1 modules. By doing this and then using Module builder on the prod instance the relationships showed up. If anyone has better guidance for this process please post a reply.

Related problem: Pressing Create Task from the subpanel button does not default the ‘Related To:’ field after it is transferred using Module Loader.

Details:

I also had 1-to-many relationships from custom module Test1 to Activities and Notes. The relationship was created using Studio in the dev instance. These relationships did transfer to the prod instance after I went back and included Calls, Meetings, Tasks, Contacts, Test1 in the same Studio export on the dev instance. However, when I’m on a Test1 record and press ‘Create Task’ the ‘Related to:’ field on the Task does not default to the current record. Instead, it displays Account for the module and the adjacent field is blank. Same problem when I press ‘Create Note or Attachment’. In the dev instance it defaults to the contextual module and record as expected.

What do I need to export to get this to default to the current record?