Adding a User Task Subpanel

A question was recently asked on the SugarCRM forums on how to add a subpanel to a User detail view that shows all assigned Tasks for the user (http://forums.sugarcrm.com/f55/subpanel-users-assigned-tasks-87147). It’s actually a pretty simple process, although it requires custom code.

Steps:
1. Create custom/Extension/modules/Users/Ext/Vardefs/TasksVardefs.php (actual file name irrelevant)

2. Create custom/Extension/modules/Users/Ext/Language/en_us.Tasks.php (change file name as needed for your language)

3. Create custom/Extension/modules/Users/Ext/Layoutdefs/TasksLayoutdefs.php (actual file name irrelevant)

4. Quick Repair and Rebuild
5. Rebuild Relationships

Then you should see something like:

User Task Subpanel

User Task Subpanel

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2 Responses to “Adding a User Task Subpanel”

  1. Sean Pinegar June 5, 2013 at 10:38 am # Reply

    Do you know if this technique will work for the employees module as well?

    • jason June 5, 2013 at 10:58 am # Reply

      In theory it should. The employees model points to the users table. May need to change some of the layout/vardefs module from Users to Employees.

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