Sugar Community Edition Installation and ... - SugarForge

Sugar Community Edition Installation and ... - SugarForge Sugar Community Edition Installation and ... - SugarForge

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Chapter 2Administering SugarRelationship in Module BuilderIf you want to change a relationship after youhave deployed the module, you can redefine ordelete the relationship and then re-deploy themodule package.You can select Activities as the related modulebut not its sub-modules such as Tasks, Calls,and Meetings. But the relationship isautomatically reflected in these sub-modules.Relationships in StudioYou cannot change a relationship after youdeploy it.You can select a sub-module of Activitieswhen you create a relationship.So, when you select Activities as a relatedmodule in the Module Builder, you can useStudio to further define the relationship forits sub-modules.To create a relationship1. On the module’s page, click View Relationships.A list of existing relationships for the primary module display on the page.The screenshot below displays existing relationships for the Accounts module.2. To create a relationship, click Add Relationship.3. Select the relationship type from the Type drop-down list.90 Sugar Community Edition Installation and Administration Guide

Developer ToolsIf you select a One-to-Many relationship, you will have the option to choose asub-panel for the primary module. This is the sub-panel of the related module thatwill display on the detail page of the primary module.The options in the Subpanel drop-down list varies depending on the relatedmodule that you select.If you select a Many-to-Many relationship, shown below, you will have the optionto select sub-panels for the primary module as well as the related module.4. From Related Module drop-down list, select the module you want to relate to theprimary module.5. From the Subpanel field for the related module, select the sub-panel type that youwant displayed on the detail page of the primary module.6. From the Subpanel field for the primary module, select the sub-panel that youwant displayed on the detail page of the related module.7. Click Save to create the relationship.The new relationship displays under the Add Relationship button in the middlepanel. It is appended with an asterisk to denote that it is a custom relationship.To manage a relationship1. To edit a relationship in Module Builder, click its name in the Relationships list toview it in the Edit Relationship tab; make the necessary changes and save it.You cannot edit or delete relationships in Studio.2. In Module Builder, to delete a relationship, click the Delete button.Sugar Community Edition Installation and Administration Guide91

Chapter 2Administering <strong>Sugar</strong>Relationship in Module BuilderIf you want to change a relationship after youhave deployed the module, you can redefine ordelete the relationship <strong>and</strong> then re-deploy themodule package.You can select Activities as the related modulebut not its sub-modules such as Tasks, Calls,<strong>and</strong> Meetings. But the relationship isautomatically reflected in these sub-modules.Relationships in StudioYou cannot change a relationship after youdeploy it.You can select a sub-module of Activitieswhen you create a relationship.So, when you select Activities as a relatedmodule in the Module Builder, you can useStudio to further define the relationship forits sub-modules.To create a relationship1. On the module’s page, click View Relationships.A list of existing relationships for the primary module display on the page.The screenshot below displays existing relationships for the Accounts module.2. To create a relationship, click Add Relationship.3. Select the relationship type from the Type drop-down list.90 <strong>Sugar</strong> <strong>Community</strong> <strong>Edition</strong> <strong>Installation</strong> <strong>and</strong> Administration Guide

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