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How to add an entity in the detail-side panels?

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  • How to add an entity in the detail-side panels?

    Hi All,

    I want to add Email and my custom entity in the detail side panel. Anyone can help?

    Thanks

  • #2
    Hello

    Do you need a new panel or you want to extend existing one?

    Comment


    • #3
      Hi
      +1 for this!
      I want to add more information to side panel, something like convert information in leads

      Comment


      • #4
        Hi

        Hope, it's a helpful tip
        http://forum.espocrm.com/forum/gener...-in-side-panel
        http://forum.espocrm.com/forum/gener...ions-and-views

        Comment


        • #5
          Thanks for your reply. I created field in side panel
          Now i want to create list related records in side panel. Something like activity with tasks.
          I have 2 entities: Projects and Contracts and relation between those modules "many-to-many" from entity Projects.

          Now:
          I can put in contract list of related projects "after" stream, but i have many records in stream so i want to try put this list of projects in side panel. Any ideas??

          Comment


          • #6
            The easiest way is check linkMultiple box in EntityManager > Relationship view > needed relation, and after add this field to panel. Or create own panel and add it to detail view

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            • #7
              Hmmm i need more information..
              Here you have screenshot(sorry for language) of configuration relation between Projects and Contracts: http://i.imgur.com/Z5kH9fl.png
              And after that i don't have any option to add in contracts something to side panel.

              Can you tell me how to create custom panel for relation?

              Comment


              • #8
                I already add field to side panel, but now i have problem. When i try to add new task, i don't see this field. But when i already add task and open view i see field and i edit/add/change and etc.
                Is there any chance to add this field in add view? Before save?

                Comment


                • #9
                  Hello
                  How do you add it? If it is possible, attach files, please

                  Comment


                  • #10
                    I created this in file:
                    ESPO/custom/Espo/Custom/Resources/metadata/clientDefs/Task.json

                    {
                    "defaultSidePanelFieldLists": {
                    "detail": [
                    {
                    "name": "assignedUser"
                    },
                    {
                    "name": "teams"
                    },
                    {
                    "name": "stronyWWWtaski",
                    "style": "success"
                    }

                    ],
                    "detailSmall": [
                    {
                    "name": "assignedUser"
                    },
                    {
                    "name": "teams"
                    },
                    {
                    "name": "stronyWWWtaski",
                    "style": "success"
                    }

                    ]
                    },

                    Comment


                    • #11
                      Define also edit filed list, not only detail and detailSmall

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                      • #12
                        Can you help me with that? How/where can i do this ?

                        Comment


                        • #13
                          ?? copy detail section from your file, paste it , rename second (pasted) section to edit...

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