[Vtigercrm-developers] Documents Reference Field - cannot quick create

[Martin Allen]

Hi yes, as I said I realise that by default there are no 1:1 or 1:Many
relationships for Documents by default, (hence why I'm not surprised
that it doesn't currently work 100%) but that doesn't mean that in certain
situations it's not needed and would be useful to be able to setup this
type of relationship.
We're still working on a solution and if it's robust enough then I will
raise a merge request for it.

Martin Allen


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On Fri, 25 Sep 2020 at 12:10, Uma S <uma.s at vtiger.com> wrote:

> Hi Martin,
>
> That's the case as Alan said, Documents module hold a n:n relationship
> with other modules, related fields are not supported for same.
>
> On Fri, Sep 25, 2020 at 4:26 PM nilay khatri <nilay.spartan at gmail.com>
> wrote:
>
>> We have been requested several times by clients for support of File
>> fields in the layout editor. We have done some workaround but were unable
>> to have a full fledged implementation.
>>
>> Soon after we setup the Datetime UIType field support in couple of days,
>> we will also create an issue and share the WIP project for support of File
>> type UIType via Layout Editor.
>>
>> I guess that should help you achieve the requirements here.
>>
>>
>>
>> On Fri, Sep 25, 2020 at 3:27 PM Alan Lord <alanslists at gmail.com> wrote:
>>
>>> Documents have an n:n relationship with other modules, hence why no
>>> related field.
>>>
>>> Relationships are stored in vtiger_senotesrel.
>>>
>>> HTH
>>>
>>> Al
>>>
>>>
>>>
>>>
>>> On 25/09/2020 10:47, Martin Allen wrote:
>>> > Not sure if anyone has come across this issue before - if you add a
>>> > related field to a module that relates to the Documents module, it is
>>> > impossible to Quick Create a Document from the related field (unlike
>>> all
>>> > other modules)
>>> > It appears to be due to the fact that the Quick Create button on a
>>> > related field simply triggers the click of the element in the Quick
>>> > Create button on the header bar, but with an additional callback
>>> > function that populates the Related field with the newly created
>>> record.
>>> > However Documents are handled differently in the Quick Create header
>>> as
>>> > it has its own sub-menu, which stops its working in this case.
>>> >
>>> > Has anyone seen this before and figured out a work-around? We tried to
>>> > make it show the Upload file to vTiger Popup by default, but then are
>>> > unable to call the callback function.
>>> >
>>> > Not sure if this is an issue in vTiger itself, as no-where is there a
>>> > related field to Documents by default, they're all related lists,
>>> > however it would be nice to be able to do this easily as it allows
>>> > simple customisation/extendability of modules.
>>> >
>>> > Martin Allen
>>> >
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>>> > 01392 690659 - Direct Line*
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>>> >
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>>
>> _______________________________________________
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>
>
>
> --
> With
> Best Regards
> Uma.S
> Vtiger Team
> _______________________________________________
> http://www.vtiger.com/
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