VTiger Custom Module & Relationship builder is an extension that allows crm administrators to create custom modules within few clicks. All custom modules are created following strict VTiger standards. In addition, the relationship builder allows crm admin to link together existing modules as well as new custom modules. It supports 1:1, 1:M and M:M relationships.
The module can be configured by going to CRM Settings > Other Settings > Custom Module and Relationship Builder. This is how the Configuration panel looks like:
Custom Module: create a new custom module
1:1 Relationship: create a one-to-one relationship between 2 modules. So one record will only be linked to single record from another module
1:M Relationship: create a one-to-many relationship. So one record from primary module can be linked to many records from secondary module
M:M Relationship: create a many-to-many relationship. So multiple records from one module could be linked to multiple other records.
Modules list: the list of all the custom created modules
Delete: use the trash bin icon to delete previously created unwanted modules.
Creating Custom Module
Creating a custom module with this feature is very simple. To do so, simply click the ‘Custom Module’ button in the Configuration Panel. You will see the module creation block.
Module Label: only fill in the name of the module in the ‘Module Label’ field and click ‘Save’. The new module is created and ready to use.
Module Icon “Select Icon”: in VTiger 7, there is also the option to set a custom icon for the new module. Click the “Select Icon” button and select a custom icon from the list
To modify the custom module as per your requirements, go to “Layout Editor” and create custom fields as any standard VTiger module.
Setting Modules’ Icons in VTiger 7
In VTiger 7, you can also set a custom icon for the custom modules. The option is available in the “Custom Module” section (while creating a new module.
Clicking the button will show a number of custom icons from which you can select an icon for the new module. It helps to quickly locate the custom module in CRM.
To add a one-to-one relationship, go to the ‘1:1 Relationship’ section from the Configuration panel and set up the relationship.
Here, you only need to select the 1st and 2nd modules from the picklist.
Module 1: select the first module you want to create the relationship with
Module 2: select the second module to complete the relationship
Now both of the modules are linked to each other with 1:1 relationship. You can see the related record in Modules’ detail view.
To add a one to many relationship, go to the ‘1:M Relationship’ section from the Configuration Panel and set up the relationship.
Primary Module: select the module you want to link to multiple records of another module
Child Module/Related List: select the module you want to link to the single primary module
Block: select the block of records from secondary module in which you want the field to be displayed
Allow to Select: check the option if you want to allow to select a record from child module within the primary module
Allow to Add New: check the option if you want to allow to add new record of child module from within the primary module
To add a many to many relationship, go to the ‘M:M Relationship’ section from the Configuration Panel and set up the relationship.
Module 1: select one of the modules you want to interlink in the many-to-many relationship
Module 2: select the other module you want to link to the first module in a many-to-many relationship.