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Display Quotation Items in tab menu.

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  • 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.

  • #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


    • #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


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

        Comment


        • #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


          • #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


            • #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


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

                Comment


                • #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


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

                    Comment

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