Hi,
I am trying to build a subpanel under accounts, but I must admit, than even after reading tons of “help guides” I am lost!
So I am in need of some help!
What do I want obtain?
A subpanel under accounts where I can add:
Name
Description
Assign it to a staff user
Possible to upload a file
Possible to have different status updates (dropdown)
anyone who can help me with a little guidence?
Out the box, subpanels are build as relationships to other modules.
To create a subpanel you first need to create a relationship you can do this in Admin > Studio > Accounts > Relationships
Then add the relationship with the desired type. You may have to build a custom module however depending on exactly what you want. (Accounts has an ‘assign to’ field already)
A basic description of the types is:
One to one = Relate field on both modules
One to Many = Relate field to Subpanel
Many to Many = Subpanel to Subpanel