Force users to create a relation to an opportunity wenn creating a call or meeting

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  • crm4@linuxit.at
    Junior Member
    • Sep 2018
    • 12

    Force users to create a relation to an opportunity wenn creating a call or meeting

    Hi community,


    is it possible to force users to create a relation to an opportunity wenn creating a call, meeting or a document. If no relation is set, ether a popup or an error message should appear.
    Thanks
    Christian
  • yuri
    Member
    • Mar 2014
    • 8443

    #2
    You can throw Conflict exception with reason. You can do it in before save hook. And then handle this error on the client side.

    See:

    https://github.com/espocrm/espocrm/b...ecord.php#L854

    https://github.com/espocrm/espocrm/b...d/base.js#L523
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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