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TOPIC: create history sub-panel for custom module

create history sub-panel for custom module 3 years 4 months ago #6935

  • adr
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Hi every one,

i have created a module called as book

i am able to add history panel by adding relation ship of activities but it covers only calls, notes, meeting and email

what i want to do is on payment creation and on any update i need to display it under sub panel .

or how can add payment activities in history panel ??? can some one guide me on this pleaseeeeee .......
Abhi Adr
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create history sub-panel for custom module 3 years 4 months ago #7017

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can some one guide me on this ??

any hint ?
Abhi Adr
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create history sub-panel for custom module 3 years 4 months ago #7019

  • Will
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Hi adr,

If I understand your requirement, you want to be able to add custom fields/buttons to the history subpanel for your custom module?

Thanks,

Will.
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create history sub-panel for custom module 3 years 4 months ago #7022

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Hi will,

Thanks for your quick reply .

what i want to try is i have created custom module called as payment . i want to add payment activity to history sub panel .
for example if i do any payment for particular account i should display in history sub panel .

like how its there for notes , calls , tasks , and meeting in history sub panel .

my English is not soo good so forgive me i i did any mistake .

Tahnk you for your time
Abhi Adr
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create history sub-panel for custom module 3 years 4 months ago #7023

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can i create a flex relate field in payment module
and add a relationship between payment and account module ( with out creating relation table )
and on account module can i create a sub panel call as payment history ???
Abhi Adr
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create history sub-panel for custom module 3 years 4 months ago #7025

  • Will
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Hi there,

Yes. If you create a one-to-many between accounts and payments, payment data for that account will show in the subpanel.

Thanks,

Will.
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create history sub-panel for custom module 3 years 4 months ago #7031

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Hi will ,

is there any way that i can add my custom module( payment ) in history activity

for example if i want to create a history panel for a <custom module >

i will create a One to many relation ship with <custom module > -> < activity >

and 4 relation ship will create automatically like

- one to many relation ship <custom module > -> <notes>

- one to many relation ship <custom module > -> <calls>

- one to many relation ship <custom module > -> <tasks>

- one to many relation ship <custom module > -> <meeting>

so if there any way that

i can add my custom module( payment ) in < activity >

so next time when i create a relation ship < custom module >-><activity >

automatically

and 4 relation ship will create automatically like

- one to many relation ship <custom module > -> <notes>

- one to many relation ship <custom module > -> <calls>

- one to many relation ship <custom module > -> <tasks>

- one to many relation ship <custom module > -> <meeting>

- one to many relation ship <custom module> -> <payment>

so all this activity will directly come to history panel ..

your guidelines will help full for me for understanding

Thank you
Abhi Adr
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create history sub-panel for custom module 3 years 4 months ago #7035

  • Will
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Hi adr,

You would need to look at how to modify the history subpanel code to incorporate your payment custom module. This is not something that we have developed and would need to be researched.

Thanks,

Will.
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create history sub-panel for custom module 8 months 3 days ago #46204

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Hi Adr,

Can you solve your requirement?

I want to do the same but in my case is Text message (SMS)

Thanks in advance

Martin
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create history sub-panel for custom module 4 days 18 hours ago #56799

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Hi,

Any update on this ?

(year by year someone needs this requirement)

Thanks.
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