Real Estate ext: insert property role in contacts view

[piedpulse]

Hi, i hope is the correct section.
I ask if is it possible to add in the list of attached picture the field (property role) to see what kind of role has the contact with the property.

Thank you

[tanya]

Everything is possible... this is not very simple, but you can check how does it implemented in accounts - contacts relationship.
application/Espo/Modules/Crm/Resources/metadata/entityDefs/Contact.json and Acount.json

[gundogduyakici]

You can do this from the Layout Manager section. If there is no relationship, the Entity Manager section requires an association.

[piedpulse]

Everything is possible... this is not very simple, but you can check how does it implemented in accounts - contacts relationship.
application/Espo/Modules/Crm/Resources/metadata/entityDefs/Contact.json and Acount.json

thank you for replies, but the problem is in the single contact page.
There's an info panel of the property which is enabled with property information, if the contact is link with the property in the roleproperty panel (i.e. landlord, tenant, etc).
I want to add another field in the property info panel in contact page. Actually there are: Property name, type, request type and status. I want to add property role in this info panel. I can't create relationship (as sayd gundogduyakici) because this panel is not in the entity admin page.
Please Tanya, sorry if i didn't understand your reply, but i don't know how can solve this.

thank you again

[tanya]

I show you the similar usage in EspoCRM but with Accounts and Contacts.
but here you can set the role (title) of contact on Contact view in Accounts field, but in Account you can see the panel of related contacts with roles.

Here you can set the role on Property view, but need this field on Contact view in Properties relationship table. That's why I ask you to check, how does implemented in Account and Contact enittyDefs.

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Contact.json

https://github.com/espocrm/espocrm/blob/master/client/modules/crm/src/views/contact/fields/account-role.js

In property layouts create listForContact.json, in clientDefs relate this entity to the panel

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/layouts/Contact/listForAccount.json

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/metadata/clientDefs/Account.json#L50

[stevengpn]

Tanya,
I am following this example and created the middle table "account_task".
I keep getting error messages in log for what I added in Task.json for retrieving the value from the middle table："account_task", even though I managed to retrieve the value.

--------Task.json------

"tradeshowRole": {
"type": "varchar",
"maxLength": 100,
"notStorable": true,
"select": "account_task.attend",
"where": {
"LIKE": {
"leftJoins": ["accounts"],
"sql": "accountsMiddle.attend LIKE {value}",
"distinct": true
},
"=": {
"leftJoins": ["accounts"],
"sql": "accountsMiddle.attend = {value}",
"distinct": true
},
....
------------------above produces error below----------------
[2019-02-11 16:48:24] Espo.ERROR: API [GET]:/:controller/action/:action, Params:Array ( [controller] => Activities [action] => listUpcoming ) , InputData: - SQLSTATE[42S22]: Column not found: 1054 Unknown column 'account_task.attend' in 'field list' [] []
[2019-02-11 16:48:24] Espo.ERROR: Display Error: SQLSTATE[42S22]: Column not found: 1054 Unknown column 'account_task.attend' in 'field list', Code: 42S22 URL: /api/v1/Activities/action/listUpcoming?entityTypeList%5B%5D=Meeting&entityTy peList%5B%5D=Call&entityTypeList%5B%5D=Task&future Days=3&maxSize=10&offset=0&sortBy=id&asc=false
--------------------------------------------------------------------------

Same error if I use " accountTask "

What table name should I use?

Thanks!

[piedpulse]

I show you the similar usage in EspoCRM but with Accounts and Contacts.
but here you can set the role (title) of contact on Contact view in Accounts field, but in Account you can see the panel of related contacts with roles.

Here you can set the role on Property view, but need this field on Contact view in Properties relationship table. That's why I ask you to check, how does implemented in Account and Contact enittyDefs.

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Contact.json

https://github.com/espocrm/espocrm/blob/master/client/modules/crm/src/views/contact/fields/account-role.js

In property layouts create listForContact.json, in clientDefs relate this entity to the panel

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/layouts/Contact/listForAccount.json

https://github.com/espocrm/espocrm/b...count.json#L50

Thank you Tanya, i try and let you know

Thanks again

[piedpulse]

I show you the similar usage in EspoCRM but with Accounts and Contacts.
but here you can set the role (title) of contact on Contact view in Accounts field, but in Account you can see the panel of related contacts with roles.

Here you can set the role on Property view, but need this field on Contact view in Properties relationship table. That's why I ask you to check, how does implemented in Account and Contact enittyDefs.

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Contact.json

https://github.com/espocrm/espocrm/blob/master/client/modules/crm/src/views/contact/fields/account-role.js

In property layouts create listForContact.json, in clientDefs relate this entity to the panel

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/layouts/Contact/listForAccount.json

https://github.com/espocrm/espocrm/b...count.json#L50

Sorry Tanya,

how many files i have to edit? If i understand, i must create ListForContact.json in property layouts (modules/realestate/resources/layouts/contact/ListForContact.json with Property Role field)

And after i must edit in clientdefs (modules/crm/resources/metadata/clientDefs/contact.json) with relationship with ListForContact.json.

Correct?

Thanks

[tanya]

2 entityDefs,
1 clientDefs,
1 layout,
1 language, if you want,
1 view for field

case sencitive

[piedpulse]

2 entityDefs,
1 clientDefs,
1 layout,
1 language, if you want

case sancitive

can you write the paths? Because there are more than one folder clientDefs or Layout




thank you

[tanya]

you can do everything in custom folder - is upgrade safe and has highest priority
advanced/custom/Espo/Custom/Resources

[piedpulse]

you can do everything in custom folder - is upgrade safe and has highest priority
advanced/custom/Espo/Custom/Resources

Thank you again

[rodrigocoelho]

Did you get it working? I couldn't reproduce.
Thanks.