Add note to stream of parent entity on create/update of child entity

[esforim]

Very nice, another "coder" is using EspoCRM. Welcome.

[telecastg]

You could create a custom hook for the "review" entity and incorporate that logic in the BeforeSave or AfterSave functions.

For example, assume that you want to write a post into an employee stream when the review entity status field changes to "completed", and as you stated, the Employee and Review are linked in a One-To-Many relationship, meaning that the Review entity will have a property "employeeId"

custom/Espo/Custom/Hooks/Review/ReviewHooks.php

<?php

namespace Espo\Custom\Hooks\Review;

use Espo\ORM\Entity;

class ReviewHooks extends \Espo\Core\Hooks\Base
{
    public function afterSave(Entity $entity, array $options=array())            
        $entityManager = $this->getEntityManager();  
        // get the linked employee entity
        $employeeObject = $entityManager->getEntity('Employee', $entity->get('employeeId'));
        // if the Review status changed to "completed" write a note linked to the Employee
        if ($entity->isAttributeChanged('status') && $entity->get('status') == 'completed' {
            $note = $entityManager->createEntity('Note', [
                'parentId' => $employeeObject->get('id),
                'parentType' => 'Employee',
                'type' => 'Post',
                'post' => 'Review was completed.'
                ], ['createdById' => 'system']);
            // persist the note entity
            $entityManager->saveEntity($note);
        }
    {      
}

For more information about hooks check this link: https://www.espocrm.com/documentatio...lopment/hooks/

If you need guidance on how to manipulate entities this can help https://www.espocrm.com/documentation/development/orm/

[TimHarrison]

Is there any documentation on how to modify the note based on difference update scenarios? For instance, if a single field changes like the status, name, start date, etc. on the review, I'd like to bubble that up on the Employee stream. It's a little unclear on how to reflect those types of updates in a note entity.

[TimHarrison]

Thank you yurikuzn! That worked with a little bit of tweaking to get it working right. Apparently, it needs a string with the entity type as the first option to createEntity(). Took some trial and error to figure out, but this is what ended up working:

<?php

namespace Espo\Custom\Hooks\Review;

use Espo\ORM\Entity;

class EmployeeStream extends \Espo\Core\Hooks\Base
{
public function afterSave(Entity $entity, array $options = []) {
    $note = $this->getEntityManager()->createEntity('Note', [
        'parentId' => $entity->toArray()['parentId'],
        'parentType' => 'Employee',
        'type' => 'Post',
        'post' => 'Review was updated.'
    ], ['createdById' => 'system']);
}
}

[yuri]

Hi Tim,


You can utilize afterSave hook https://github.com/espocrm/documenta...pment/hooks.md.

   $note = $this->getEntityManager()->createEntity([
       'parentId' => $entity->get('employeeId'),
       'parentType' => 'Employee',
       'type' => 'Post',
   ], ['createdById' => 'system']); 

[TimHarrison]

I have two custom entities, Employee and Review. Employee is linked 1:n to Review. Employee is of type Person and Review is of type Event. Upon creation or update of the Review entity, I'd like to add a note to the stream of the Employee entity.

What class do I need to create to allow me to check the status or various metadata of the Review upon creation/change, find the parent entity, and add a note in the stream of that entity?

I know how to find the parent entity, but the two pieces of code I'm not sure on is what class/function to create and the code to add the note to the stream of a parent element.

If someone could point me in the right direction, I would be very grateful! Please let me know if I can clarify anything.