Customize action button

[konradholubek]

Hi,

In my Calls view, I would like to customize the "Actions" button as well as the "List row" button. More specifically, I would like to add the following actions :
1- Modify the start date (of the call) to +2 days (from today's date). We'll call this action "+2".
2- Modify the start hour (of the call) to "afternoon", that is set to today's date and start time to 3pm. We'll call this action "Afternoon".
3- Modify the start date (of the call) to +2 days and start time to afternoon, that is 3pm. We'll call this action "+2 afternoon"

Can you please show me how I can achieve this ?

Really appreciate your help on this : this is the one killer feature I am missing in your crm

Thanks,

Konrad

[tanya]

Hello,

You can see an example on Task list view
you need to set own view -> list and record view -> list. In view list you need to add new action, in recordView list, define own rowActionsView

(application/Espo/Modules/Crm/Resources/metadata/clientDefs/Task.json)
client/modules/crm/src/views/task

https://www.espocrm.com/documentation/development/custom-views/