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Link records through Flex-Relate like in Tasks for Quotes Module 7.5

Question asked by KarenV KarenV on May 11, 2015
Latest reply on May 12, 2015 by KarenV KarenV
Hey Everyone, 

I'm trying to link records through a Flex-Relate field similar to the one that already exists in Tasks. 

I have 2 custom modules that are using Quotes and they need a 1--> many relationship with Quotes. In the future, we'll also be adding more modules to relate to Quotes and we don't want to clutter the view. For this, we'd like to implement a flex-relate field. 

The problem is that this custom flex-relate field doesn't actually link the record in the way that the Quote record doesn't show up in the subpanel of the Custom Module. And if I do a 1-->many relationship with Quotes in addition to the flex relate, well I just get 2 fields showing up in Quotes and would defeat the purpose of what I'm trying to achieve. 

Tasks has the exact functionality I want with the Relate To field. It's Flex-Relate and the records show up in the subpanel of the Related Module. 

We have Sugar 7.5 Enterprise. 

Please advise.

-KV

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