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--- en:modifications:popup_relations [2014/10/09 14:36]
swarnat
+++ en:modifications:popup_relations [2014/11/03 10:52] (current)
swarnat [Create a Relation]
@@ Line 1: / Line 1: @@
 ====== PopUp Relations ======
+<WRAP center box 60%>
 If you use this modification you read and accept the following introduction:
 [[en:modifications|https://support.stefanwarnat.de/en:modifications]]
+</WRAP>
-Require vtigerCRM 6.1
+===== Explanation of modification =====
-This modification could decrease the frontend performance a little.
+This modification could help you, if you create a custom module and want to link this module with default modules.
-In modern Browsers this won't recognizable.
+For example you create a new Module "Buildings" which has a field "Organization" to link a Organizations.
+Now you had a related field in Contacts to choose a record within the new "Buildings" module.
+In basic Vtiger you will see every available record in "Buildings" if you click on the search button, regardless if you select a Organization in the Contact, which could limit the available records.
+This modification will integrate this in a flexible way.
+You could create a configuration in the database to only get Buildings from the Organization of the Contacts as selection. (See below)
+But you are not limited to this records. If you use the search option in the popup you could nevertheless select every record.
+===== Read first =====
+This modification was only tested in vtigerCRM 6.1.
+This modification could **decrease the frontend performance a little**, because it needs to be integrated into every EditView. Regardless if you use this feature in the module.
+**In modern Browsers you won't recognize this.**
 It execute 2 database Queries on the EditView/CreateView and one in the PopUp.
-At first please install
+At first please install the latest version of [[https://shop.stefanwarnat.de/vtigercrm-tools/|VtigerCRM Tools]]
 ==== Create DB Table ====
@@ Line 15: / Line 29: @@
 CREATE TABLE IF NOT EXISTS `vtiger_popup_relation` (
 `id` int(11) NOT NULL,
-`src_module` varchar(30) NOT NULL,
+  `src_module` varchar(30) NOT NULL,
-`src_field` varchar(50) NOT NULL,
+  `src_field` varchar(50) NOT NULL,
-`module` varchar(30) NOT NULL,
+  `module` varchar(30) NOT NULL,
-`search_key` varchar(50) NOT NULL
+  `search_key` varchar(50) NOT NULL,
+  `search_value` varchar(50) NOT NULL
 ) ENGINE=InnoDB ;
@@ Line 129: / Line 144: @@
  */
 </code>
+===== Create a Relation =====
+You now could use this feature.
+You need to insert a new line in the just created table vtiger_popup_relation.
+You get the values if you open the PopUp you want to modify.
+^ Column ^ Value ^
+| src_module | You get from the PopUP URL |
+| src_field | You get from the PopUP URL |
+| module | You get from the PopUP URL |
+| search_key | Which field in the related module should be used to search |
+| search_value | Which fieldvalue of the record you modify should be used |
+<WRAP center  tip 100%>
+=== Example ===
+You have a new Field "Contact B" (Fieldname: contactb_id) in the Organization module, which should only choosable from Contacts within the Organization in "Member Of" (Fieldname: account_id)
+(Organization fieldname in Contacts module is "account_id", too)
+You need to insert:
+| **src_module** | Accounts |
+| **src_field** | contactb_id |
+| **module** | Contacts |
+| **search_key** | account_id | (The field within Contacts module) |
+| **search_value** | account_id | (The field within Organization module) |
+</WRAP>