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Chapter 2Administering SugarCreating RelationshipsTypically, a Sugar module has relationships with other Sugar modules. For example,Accounts is related to Contacts, Leads, Opportunities, and several other modules.Related records from these modules display in fields or sub-panels on an account’sdetail page. You cannot edit these pre-defined relationships.In Module Builder, you can create relationships between undeployed modules, andbetween undeployed modules and deployed modules. However, you cannot createrelationships between deployed modules. If you want to change a relationship afteryou have deployed the module, you can redefine or delete the relationship and then redeploythe module package.In Studio, you can create relationships only between deployed modules. After youdeploy a relationship in Studio, you cannot change it.You can create one relationship at a time. When you create a relationship for amodule, it is considered to be the primary module and the module that you relate itwith is the related module. Depending on the relationship type, the relationship isexpressed with sub-panels and Related-to fields. When you create a new relationshipbetween two modules, the system automatically creates the necessary sub-panels,related-to fields, and metadata relationships.You can also create a relationship between a module and itself. In this case, therelationship becomes a parent-child relationship. For example, you can create arelationship from Accounts to Accounts in order to create sub-accounts within theprimary account.In Module Builder, you can select Activities as the related module but not its submodulessuch as Tasks, Calls, and Meetings. The relationship is automaticallyreflected in these sub-modules.In Studio, you can select a sub-module of Activities when you create a relationship.So, when you select Activities as a related module in the Module Builder, you can useStudio to further define the relationship for its sub-modules.Relationship Types. The three relationship types are as follows:One-to-one: In this relationship, records in the primary module and the relatedmodule are uniquely related to each other. For example, an account can beassociated with only one contact and a contact can be associated with only oneaccount. This account value will display in the contact’s detail page and thecontact value will display on the account’s detail page.One-to-many: In this relationship, records in the primary module can haverelationships with many records in the related module. For example, an accountcan be associated with many contacts, and many contacts can be associated withthe same account. The Detail View of Accounts will display a Contacts sub-panel,and the Detail View of Contacts will display a Related-to field containing a link tothe related account.Many-to-many: In this relationship, records in both the primary module and therelated module can have relationships with multiple records in each module. Forexample, an account can be associated with many bugs, and a bug can be88 Sugar Community Edition Installation and Administration Guide