Adding a custom action to the Dropdown section of a Post in the stream section

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  • Bobby_manu
    Junior Member
    • May 2026
    • 2

    #1

    Adding a custom action to the Dropdown section of a Post in the stream section

    Hey.

    I running into a challenge of adding a Schedule Call action as part of the menu in the picture and most tutorials deal with either detailView on the top-right or dropdown menu on the detailView. Any help or advice on how to do it or any other workarounds would be appreciated.
  • rabii
    Active Community Member
    • Jun 2016
    • 1404

    #2
    This could be complex and not straight forward to achieve you need to figure out a lot e.g you could face issue with race conditions etc but i think you could achieve this two ways - upgrade safe (using ViewSetupHandlers framework)



    or monkey patching (which is similar to view setup handlers) just for views not extended by the former one.
    Rabii
    EspoCRM Custom Development

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    • Bobby_manu
      Bobby_manu commented
      Editing a comment
      I will look into setup handlers, but it seems I would be going into something far much heavier than expected.
      Thank you for your time, Rabii.

    • rabii
      rabii commented
      Editing a comment
      yes because that part is not exposed directly to update. but with a little work you can achieve that.
  • rabii
    Active Community Member
    • Jun 2016
    • 1404

    #3
    It is challenging to achieve but was curious to figure out how it can be done. After few hours of researching - found a way how to achieve this fully upgrade safe.

    Click image for larger version  Name:	Schedule Call.png Views:	0 Size:	61.6 KB ID:	126511
    Last edited by rabii; Today, 12:04 PM.
    Rabii
    EspoCRM Custom Development

    🔗 Portfolio & Builds

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