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Adding custom modules to the flex relate field found in the activity modules

Question asked by jshea@areadevelopment.com on Apr 16, 2016

Hello Sugar Community,

 

I am looking for a best practice solution for adding custom modules to the flex relate field found in the activities modules (notes, tasks, meetings etc.)

The flex relate field works great when relating an activity record to a stock module but, we need the ability to do the same when working in a custom module as well.

I know we can create separate relationship fields linking each custom module and activity module. But, this solution would create many fields, the need for conditional ui logic (as to not have to show each possible field) and would make list views and reporting less efficient. I am looking for a way to have one flex relate field from which we can relate an activity record to a record from another module (either a stock module or custom module).

 

I am open to hard-coded or admin/studio based solutions....

 

Thanks,

Justin

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