Display Quotation Items in tab menu.

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  • Brian
    Active Community Member
    • Jan 2018
    • 80

    Display Quotation Items in tab menu.

    Dear Tanya,
    How we can display quotation items in menu like the others.
    Since after we created quotation, with adding approve date, status line by line in quotation items, we need them to display like list view.After that we do do mass update for status approval for which line having same approved date.
    Thanks
    Brian.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    You can make entity visible for tabs, if you change tab parameter in entity scope
    custom/Espo/Custom/Resources/metadata/scopes/OpportunityItem.json
    {
    "tab": true
    }

    But, in any case, in this entity create/edit/delete actions are prohibited in controller, because Opportunity calculation will be broken

    Comment

    • Brian
      Active Community Member
      • Jan 2018
      • 80

      #3
      Hi Tanya,
      1.But I did not see the mentioned file in this path. Please see all files in our source.And what I want to display is quotation item not OpportunityItem.
      2.By the way, I also do not see Opportunity Item when I create Opportunity.Please help.
      Thanks.
      Brian
      Attached Files

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Create this file with a content, I sent you.
        After this go to Administration > Clear Cache

        Comment

        • Brian
          Active Community Member
          • Jan 2018
          • 80

          #5
          Dear Tanya,
          you mean this code:
          custom/Espo/Custom/Resources/metadata/scopes/OpportunityItem.json
          {
          "tab": true
          }

          2.By the way, I also do not see Opportunity Item when I create Opportunity.Please help.
          Thanks
          Brian

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            Why don't you create a new entity, but override this one?
            It requires some code modification.
            .
            If you want to see Opportunity Items on the Opportunity panel, add Items field in Administration > Layout Manager > Opportunity > Detail

            Comment

            • Brian
              Active Community Member
              • Jan 2018
              • 80

              #7
              Dear Tanya,
              One more query:
              How to add Brand and category of product in opportunity item?
              Please see attached picture.
              Thanks,
              Brian.
              Attached Files

              Comment

              • tanya
                Senior Member
                • Jun 2014
                • 4308

                #8
                You need to create these fields in Entity Manager for Quote Item entity, after you can add them on the layout

                Comment

                • Brian
                  Active Community Member
                  • Jan 2018
                  • 80

                  #9
                  Dear Tanya,
                  To add Opportunity Items to tab menu, I had already created new file name OpportunityItem.json in path:custom/Espo/Custom/Resources/metadata/scopes/OpportunityItem.json
                  with content as below:
                  {
                  "entity": true,
                  "layouts": true,
                  "tab": true
                  }

                  After that I clear cache.But nothing happen when I tried to add it to tab menu.
                  Please help to check
                  Thanks
                  Brian.

                  Comment

                  • Brian
                    Active Community Member
                    • Jan 2018
                    • 80

                    #10
                    It's done now Tanya,
                    No need to check.may be delay by server processing
                    Thanks,
                    Brian.

                    Comment

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