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I want to update my lead with a linked entity after triggering a hook

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  • I want to update my lead with a linked entity after triggering a hook


    I have an entity WorkRegistry linked to my Lead,

    I am able to add new registries by the relationship modal painel on the Lead, and after triggering "afterSave" hook on Work Entity update the total opportunity amount on the lead.

    The only problem is that the lead screen is not updating.

    I tried dynamics hooks no the lead, rewrite some panels ( kind of happens on real state extension)., I am running out of ideas.


    Any tip please.


  • #2
    First you need working websockets.
    Second you need advanced pack. Try Signal parameter @relate with a workflow / bpm.

    Changelog Advanced Pack 3.2.0 Feb 28 2024

    Workflows:
    • Signal parameters for @relate, @unrelate, @eventAccepted signals. The ability to access a foreign ID in formula.
    • Showing explanation text for Scheduling.
    • Ability to specify a confirmation text for manual-trigger workflows.
    • Fixed issue that stream notes and notifications were by-passed for Apply Assignment Rule.
    BPM:
    • Refreshing a flowchart with WebSocket on the Process detail view.

    Comment


    • lecomelli
      lecomelli commented
      Editing a comment
      websocket would be a nice solution however is not working on my environment with traefik, but that is another issue.

      is that any way to sign a refresh or a fetch from the modal?

  • #3
    See if this is helpful:

    CEO of Eblasoft
    EspoCRM Expert since 2014
    Full Stack Web Developer since 2008
    Creator of Numerous Successful Extensions & Projects​

    Comment


    • lecomelli
      lecomelli commented
      Editing a comment
      I couldn't see how.
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