Is there an easy way to duplicate the existing opportunity entity and use it for further development instead of changing the existing base.
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How to create a duplicate of the Opportunity entity...?
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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
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Originally posted by tanya View PostWith 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
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.
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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
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Originally posted by tanya View PostCreate 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
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