How to create a duplicate of the Opportunity entity...?

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  • ecristen
    Junior Member
    • Apr 2017
    • 8

    How to create a duplicate of the Opportunity entity...?

    Is there an easy way to duplicate the existing opportunity entity and use it for further development instead of changing the existing base.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    On the record view under the edit button (click the arrow) you can find Duplicate action.

    Comment

    • ecristen
      Junior Member
      • Apr 2017
      • 8

      #3
      Not quite what I meant. I want to copy the Opportunity table... Not just a single record.

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Do you want to copy a database table? And where is a problem?

        Comment

        • ecristen
          Junior Member
          • Apr 2017
          • 8

          #5
          We have the Opportunities entity and I want to make a full replica of this entity.

          Comment

          • MitoTakatori
            Junior Member
            • Jul 2018
            • 25

            #6
            tanya is this possible? I am wondering the same. Thanks.

            Comment

            • tanya
              Senior Member
              • Jun 2014
              • 4308

              #7
              With development everything is possible, but I can't understand why do you need to duplicate the data, if you can just create a relationship and use the data of related record? Please explain me the need, and maybe I can offer something to you

              Comment

              • MitoTakatori
                Junior Member
                • Jul 2018
                • 25

                #8
                Originally posted by tanya
                With development everything is possible, but I can't understand why do you need to duplicate the data, if you can just create a relationship and use the data of related record? Please explain me the need, and maybe I can offer something to you
                Thank you for the reply. In my case, I don't want to duplicate the data. I want to duplicate the whole entity itself. Let me explain.

                There is the Opportunity entity, which is great. Now, I want to have an entity with the same function as that one, but it would be named, let's say, Project Timeline.

                For me that is my need, that is why I want to duplicate Opportunity.

                Thank you.

                Comment

                • MitoTakatori
                  Junior Member
                  • Jul 2018
                  • 25

                  #9
                  What I need is to duplicate the whole Opportunity Module/Entity. Since I need to have a module with the exact fields.

                  Comment

                  • tanya
                    Senior Member
                    • Jun 2014
                    • 4308

                    #10
                    Create this new entity ProjectTimeline with Entity Manager.
                    Copy data from application/Espo/Modules/Crm/Resources/metadata/entityDefs/Opportunity.json to custom/Espo/Custom/Resources/metadata/entityDefs/ProjectTimeline.json
                    In all fields, which have "view": "crm: you need to override these views

                    In all queries opportunity change to project_timeline

                    Try to rebuild crm in Administration
                    Also you count copy layouts from application/Espo/Modules/Crm/Resources/layouts/Opportunity to custom/Espo/Custom/Resources/layouts/ProjectTimeline

                    Also you need to override views in clientDefs, but first do previous steps

                    Comment

                    • MitoTakatori
                      Junior Member
                      • Jul 2018
                      • 25

                      #11
                      Originally posted by tanya
                      Create this new entity ProjectTimeline with Entity Manager.
                      Copy data from application/Espo/Modules/Crm/Resources/metadata/entityDefs/Opportunity.json to custom/Espo/Custom/Resources/metadata/entityDefs/ProjectTimeline.json
                      In all fields, which have "view": "crm: you need to override these views

                      In all queries opportunity change to project_timeline

                      Try to rebuild crm in Administration
                      Also you count copy layouts from application/Espo/Modules/Crm/Resources/layouts/Opportunity to custom/Espo/Custom/Resources/layouts/ProjectTimeline

                      Also you need to override views in clientDefs, but first do previous steps
                      Thank you very much for this. I will try it.

                      Comment

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