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Serveral Questions related to Opportunities and Contacts

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  • Serveral Questions related to Opportunities and Contacts

    Hello Community,

    I'm new to Espo CRM and first of all I like it. My problem is, that I want to use the entity opportunities (cause of the dashlets) but I want to show the contact names in list view. This won't work cause it is an n:n relation (and I can't change it), has anybody an workaround. So I use the formula editor and tried to copy the contact names to an text property but without success, any idea.

    Best regards,
    Sebastian


  • #2
    Hi
    Hope, it helps
    Most entitys have a relation with teams, but in the layout of the entitys the team field is not there. Is there any config to change that? Thanks in advance

    Comment


    • #3
      thanks for help, do you know in which file do I have to add these things?

      Comment


      • #4
        Hi, Ive been asked to create some dashlets that show some aspects of the data. After some searching i failed to find resources about it. Is there any kind of

        https://www.espocrm.com/features/add...-for-workflow/ (step 1)

        Comment


        • #5
          added Opportunity.php to custom/Espo/Custom/Services/ with following content as described in the second link:

          <?php

          namespace Espo\Custom\Services;

          use \Espo\ORM\Entity;

          class Opportunity extends \Espo\Modules\Crm\Services\Opportunity
          {
          public function loadAdditionalFieldsForList(Entity $entity)
          {
          parent::loadAdditionalFieldsForList($entity);
          $entity->loadLinkMultipleField('contacts');
          }
          }

          cleared cache but nothing happend, no extra field shown in layout manager or listview, where is the failure?

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          • #6
            Any hint?

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            • #7
              Did you add contacts field to the dashboard layout?

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              • #8
                No. Did I have to add it to the dashboard layout if I want to add it to the listview?

                here? /application/Espo/Modules/Crm/Resources/metadata/dashlets/Opportunity.json

                if this file would be correct where in the file.

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                • #9
                  Don't know, why I think about dashlet
                  add to custom/Espo/Custom/Resources/layouts/Opportunity/list.json

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                  • #10
                    that's it, awesome
                    thanks a lot

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