Custom field in itemlist(opportunity)

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  • brijeshcp@gmail.com
    Member
    • Apr 2018
    • 41

    Custom field in itemlist(opportunity)

    I have added a new custom field in product.How to fetch and display this
    field along with name,quantity and unit price in the item list of opportunity.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    You need to add this field to the Quote Item entity as well

    After add this field in

    client/modules/advanced/res/templates/quote/record
    client/modules/advanced/src/views/quote/record
    item, item-list

    Comment

    • brijeshcp@gmail.com
      Member
      • Apr 2018
      • 41

      #3
      Thanks for the reply.
      its not displaying where I need.
      Attached Files

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Sorry, I mixed with quotes.
        duplicate actions, but replace Quote with Opportunity

        Comment

        • brijeshcp@gmail.com
          Member
          • Apr 2018
          • 41

          #5
          Hi
          i have added the new field & displaying it in opportunity.but not getting its value while selecting an item.
          Attached Files

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            client/modules/advanced/src/views/opportunity-item/fields/name.js
            method selectProduct
            find this.model.set(....
            I think, you will understand, what to do

            But all of these updates aren't upgrade safe, so you can lose them while updating the extension.
            Last edited by tanya; 05-24-2018, 09:40 AM.

            Comment

            • brijeshcp@gmail.com
              Member
              • Apr 2018
              • 41

              #7
              Its working now.Thanks

              Comment

              • brijeshcp@gmail.com
                Member
                • Apr 2018
                • 41

                #8
                Hi,
                please help me to display the field value in opportunity view/edit pages also, its showing none value in view and unable to update.
                Attached Files
                Last edited by brijeshcp@gmail.com; 05-24-2018, 10:13 AM.

                Comment

                • tanya
                  Senior Member
                  • Jun 2014
                  • 4308

                  #9
                  For this you need to create a list Report for Quote Item, where this field is empty.
                  After create Scheduled Workflow for Quote Item, Update Target Record > set this field

                  Comment

                  • brijeshcp@gmail.com
                    Member
                    • Apr 2018
                    • 41

                    #10
                    I didnt understand the use of creating list report for Quote Item here in Opportunity. i am beginner in espocrm. so can you please explain the steps in detail?

                    Comment


                    • tanya
                      tanya commented
                      Editing a comment
                      sorry again)

                      For this you need to create a list Report for Opportunity Item, where this field is empty.
                      After create Scheduled Workflow for Opportunity Item, Update Target Record > set this field
                  • brijeshcp@gmail.com
                    Member
                    • Apr 2018
                    • 41

                    #11
                    Hi,

                    i have created a list report and a scheduled workflow for opportunity Item.still the value of new field(mrc) is None while submitting the opportunity.
                    Attached Files

                    Comment

                    • tanya
                      Senior Member
                      • Jun 2014
                      • 4308

                      #12
                      These modifications are not upgrade safe. When you update the extension, you can lose you changes.
                      Now we're working on items field, we want to make this view editable with Layout Manager.
                      Could you wait a little or you want to finish it now and don't upgrade Advanced Pack in the future?

                      Comment

                      • brijeshcp@gmail.com
                        Member
                        • Apr 2018
                        • 41

                        #13
                        Ok.but I cant wait too long.its to be done urgently.so can you please help me to complete this now?

                        Comment

                        • tanya
                          Senior Member
                          • Jun 2014
                          • 4308

                          #14
                          as I can see, Log in your workflow is empty. Check it again. If yes, check if this scheduled jobs is active

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