Hello EspoCRM fam,
I am trying to create a custom button in the top right for our portal users for the Meeting entity. The button should simply take the user to our Calendly booking page URL. I read the documentation at Buttons & actions on record views - EspoCRM Documentation and managed to get it working for internal CRM users (see screenshot #1) but can't seem to get it to work for portal client users. I specified "view" as the acl and portal users have view access to their own Meetings but can't see the button for some reason. Is anyone able to let me know what I might be doing wrong?
Created this at custom/Espo/Custom/Resources/metadata/clientDefs/Meeting.json
Created this at client/custom/src/booking-handler.js
Everything works perfectly for internal CRM users but the button is not visible for Portal users (see screenshot #2).
Thanks!
I am trying to create a custom button in the top right for our portal users for the Meeting entity. The button should simply take the user to our Calendly booking page URL. I read the documentation at Buttons & actions on record views - EspoCRM Documentation and managed to get it working for internal CRM users (see screenshot #1) but can't seem to get it to work for portal client users. I specified "view" as the acl and portal users have view access to their own Meetings but can't see the button for some reason. Is anyone able to let me know what I might be doing wrong?
Created this at custom/Espo/Custom/Resources/metadata/clientDefs/Meeting.json
Code:
{ "menu": { "list": { "buttons": [ "__APPEND__", { "label": "Book a Meeting", "name": "bookCalendly", "action": "bookCalendly", "style": "default", "acl": "view", "aclScope": "Meeting", "handler": "custom:booking-handler", "actionFunction": "bookCalendly" } ] } } }
Code:
// client/custom/src/booking-handler.js define('custom:booking-handler', ['action-handler'], (ActionHandler) => { return class extends ActionHandler { bookCalendly() { window.open( 'https://calendly.com/companyname/30min-client-meeting', '_blank' ); } }; });
Everything works perfectly for internal CRM users but the button is not visible for Portal users (see screenshot #2).
Thanks!
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