Sugar Community Edition Installation and ... - SugarForge

Developer Toolsassociated with many accounts. The Accounts Detail View will display a Bugssub-panel. Similarly, the Bugs Detail View will display an Accounts sub-panel.The type of relationship that you can create depends on your choice of primary andrelated modules. This is because only a module with sub-panels can have a one-tomanyor a many-to-many relationship with another module. A sub-panel is needed toshow all the related records from the other module.For example, with Accounts as the primary module and Knowledge Base as therelated module, you can create only a one-to-one relationship between them. This isbecause Knowledge Base lacks a sub-panel and, therefore, Accounts cannot displayrelated records from Knowledge Base. However, if Knowledge Base is the primarymodule and Accounts is the related module, you can create a one-to-many relationshipbetween them because Accounts has sub-panels and, therefore, Knowledge Base candisplay related records from Accounts.If you are creating a relationship between a custom module and a Sugar module, thenyou can choose any relationship type because all custom module types include at leastone sub-panel.Sub-panel Types. Sugar provides many sub-panel types for your use. When youcreate a relationship that involves sub-panels, Sugar displays all sub-panel typesavailable for that module for your selection. A sub-panel can display different sets offields depending on the primary module to which it is related. For example, there areseveral different types of Contacts sub-panels. The Contacts sub-panel that appearsunder Accounts contains different fields than the Contacts sub-panel that appearsunder Cases.The Default type of sub-panel contains the most commonly used fields in the module.Every module has a Default type that contains a set of fields to display as a sub-panel.Select Default if you want to display the most commonly used fields in the sub-panelin the relationship that you create.For example, if you create a one-to-many type of relationship between Calls andAccounts, you can select a sub-panel type for the Accounts sub-panel in the CallsDetail View. To use a sub-panel consisting of the most commonly used fields fromAccounts, select the Default sub-panel type; to use the Accounts sub-panel from theemail’s Detail View, select ForEmails.You can create relationships in Module Builder as well as in Studio. However, thereare some differences, which are noted in the table below:Relationship in Module BuilderYou can create relationships with other Sugarmodules as well as other modules within anyundeployed package.Relationships in StudioIn Studio, you can create relationships onlybetween deployed modules.Sugar Community Edition Installation and Administration Guide89