Hello,
It's the kind of feature epesi is quite suited to provide assistance with.
First of all - there's a simple workaround you can use for any type of relation for handful of record types: bbcodes.
In any note or text area (big text fields in records) you can use epesi bbcodes to link to other records. For example, a bbcode\
[company=54]ABC company[/company]
Will create a link to company with ID 54, the link will be labeled "ABC company".
You can use BBcodes in notes under selected company to create quick links between records.
Of course if a certain type of relationship between records is often used, it's recommended to add new field and/or addons to selected record types. However, please be mindful that we created epesi the way it is exactly so users can customize features to suit their needs and we can't currently dedicate the time to implement all possibly desired configurations.
We're hoping that the tools we deliver will allow everyone to reach their goals easily.
to go with this solution, we recommend to create your own custom module and put all the necessary code there. Some knowledge of php is essential.
For more information regarding creating your own module, adding fields and addons, we recommend the wiki:
http://www.epesi.org/index.php?title=Epesi_tutorial
Especially CRUD engine description, since you'll relay on that most of the time:
http://www.epesi.org/index.php?title=Ut ... ordBrowser
And some of the threads you can find on these boards may contain some useful information on how to approach this topic:
viewtopic.php?f=8&t=654
viewtopic.php?f=8&t=236
And more.
If you decide to go that road, feel free to post any questions regarding specific problems you may encounter while developing your solution.
Kind regards,
Arek
