Hello, I just created myself a new entity - Candidate based on Person template. I edited custom/Espo/Custom/Resources/metadata/clientDefs/Candidate.json definition (added
"sidePanels":{
"detail": [
{
"name":"activities",
"label":"Activities",
"view":"crm:views/record/panels/activities",
"aclScope": "Activities"
},
{
"name":"history",
"label":"History",
"view":"crm:views/record/panels/history",
"aclScope": "Activities"
},
{
"name":"tasks",
"label":"Tasks",
"view":"crm:views/record/panels/tasks",
"aclScope": "Task"
}
],
"edit": [
],
"detailSmall": [
],
"editSmall": [
]
},
-> this leads to displaying panel on the detail's page right side.
I then updated entityDefs json, added links:
"meetings": {
"type": "hasMany",
"entity": "Meeting",
"foreign": "candidates",
"layoutRelationshipsDisabled": true
},
"tasks": {
"type": "hasChildren",
"foreign": "parent",
"entity": "Task",
"layoutRelationshipsDisabled": true
},
"cases": {
"type": "hasMany",
"entity": "Case",
"foreign": "candidate"
},
"emails": {
"type": "hasChildren",
"entity": "Email",
"foreign": "parent",
"layoutRelationshipsDisabled": true
},
"calls": {
"type": "hasMany",
"relationName": "candidateCall",
"foreign": "candidates",
"entity": "Call",
"isCustom": true
}
But when I send an email to the Candidate (or add a task) it is not automatically displayed in the Activities, how can I achieve so that it will be automatically displayed, how it works already in Accounts, Contacts and Leads?
Thank you!
"sidePanels":{
"detail": [
{
"name":"activities",
"label":"Activities",
"view":"crm:views/record/panels/activities",
"aclScope": "Activities"
},
{
"name":"history",
"label":"History",
"view":"crm:views/record/panels/history",
"aclScope": "Activities"
},
{
"name":"tasks",
"label":"Tasks",
"view":"crm:views/record/panels/tasks",
"aclScope": "Task"
}
],
"edit": [
],
"detailSmall": [
],
"editSmall": [
]
},
-> this leads to displaying panel on the detail's page right side.
I then updated entityDefs json, added links:
"meetings": {
"type": "hasMany",
"entity": "Meeting",
"foreign": "candidates",
"layoutRelationshipsDisabled": true
},
"tasks": {
"type": "hasChildren",
"foreign": "parent",
"entity": "Task",
"layoutRelationshipsDisabled": true
},
"cases": {
"type": "hasMany",
"entity": "Case",
"foreign": "candidate"
},
"emails": {
"type": "hasChildren",
"entity": "Email",
"foreign": "parent",
"layoutRelationshipsDisabled": true
},
"calls": {
"type": "hasMany",
"relationName": "candidateCall",
"foreign": "candidates",
"entity": "Call",
"isCustom": true
}
But when I send an email to the Candidate (or add a task) it is not automatically displayed in the Activities, how can I achieve so that it will be automatically displayed, how it works already in Accounts, Contacts and Leads?
Thank you!
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