Serveral Questions related to Opportunities and Contacts

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  • SebastianZ
    Member
    • Apr 2017
    • 39

    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

  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #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

    • SebastianZ
      Member
      • Apr 2017
      • 39

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

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #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

        • SebastianZ
          Member
          • Apr 2017
          • 39

          #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?

          Comment

          • SebastianZ
            Member
            • Apr 2017
            • 39

            #6
            Any hint?

            Comment

            • tanya
              Senior Member
              • Jun 2014
              • 4308

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

              Comment

              • SebastianZ
                Member
                • Apr 2017
                • 39

                #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.

                Comment

                • tanya
                  Senior Member
                  • Jun 2014
                  • 4308

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

                  Comment

                  • SebastianZ
                    Member
                    • Apr 2017
                    • 39

                    #10
                    that's it, awesome
                    thanks a lot

                    Comment

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