Show/Hide Panels

[krishnapriya]

Hi,

We have the option to make fields visible or hidden according to a condition in Entity manager.
Same way can we show/hide panels of entity detail through Layout Manager?

[tanya]

Hello

https://www.espocrm.com/documentation/development/dynamic-forms/

You can control visibility here, or if you override the view and show / hide panels pragmatically. No UI way, as I know

[krishnapriya]

Ok tanya

[theBuzzyCoder]

There is problem in panels

When you create a custom panel from front-end name field doesn't get added to the Custom/Resources/layouts/Lead/detail.json

So, when you use hide panel as in documentation it doesn't work.

When you add panel, what code gets inserted is this (wrong Version)

[
    {
        "style": "info",
        "rows": [
            [
                {
                    "name": "planSelected"
                },
                {
                    "name": "role"
                }
            ],
            [
                {
                    "name": "accessType"
                },
                {
                    "name": "accessReason"
                }
            ],
            [
                {
                    "name": "isInvolvedInCase"
                },
                {
                    "name": "accessReasonOther"
                }
            ],
            [
                {
                    "name": "signUpAction"
                }
            ]
        ],
        "customLabel": "Form Fill"
    }
]

What should get inserted is this: (correctVersion)

[
    {
        "style": "info",
        "rows": [
            [
                {
                    "name": "planSelected"
                },
                {
                    "name": "role"
                }
            ],
            [
                {
                    "name": "accessType"
                },
                {
                    "name": "accessReason"
                }
            ],
            [
                {
                    "name": "isInvolvedInCase"
                },
                {
                    "name": "accessReasonOther"
                }
            ],
            [
                {
                    "name": "signUpAction"
                }
            ]
        ],
        "customLabel": "Form Fill",
        "name": "formFill"
    }
]

Then in Custom/Resources/metadata/clientDefs/Lead.json put this (correctVersion)

{
    "formDependency":{
        "source":{
            "map":{
                "Email Marketing":[
                    {
                        "action":"show",
                        "panels": [
                            "formFill"
                        ]
                    }
                ]
            },
            "default":[
                {
                    "action":"hide",
                    "panels": [
                        "formFill"
                    ]
                }
            ]
        }
    }
}

With the correct version json, things started working for me.

Clear the cache in the Administration panel once you update the json files.

[tanya]

will be fixed in the next version