Changing Entity Displayed in Stream

[espcrm]

espcrm mine unfortunately looks nothing like that and displays virtually no information. The blacked out part is just "Name" entity... Ideally it would say Name updated on Account X.

Is it only for quote? Are you able to link to other thing such as Email, Task, etc?

If it doesn't shown like mines does then there is an issue with your version/installation.

[Marcus]

espcrm mine unfortunately looks nothing like that and displays virtually no information. The blacked out part is just "Name" entity... Ideally it would say Name updated on Account X.

[espcrm]

Based on this screenshot here: https://forum.espocrm.com/forum/deve...6319#post56319

I think it just a matter of time before it get changed to look more readable. I believe why it looking it is can only be of two reason (1) No coding for it yet or (2) Did it on purpose to make the system faster.

Yes, the whole Hook thing sound too complicate for me, if it just require some slight {field} coding then no problem.

---- Marcus I was just about to post above but had a look at my EspoCRM and it look here, everything is linked and file is shown nicely.

See screenshot. Is there something I'm missing?

[Marcus]

Thanks for the replies telecastg and espcrm . Unfortunately my coding knowledge is quite limited so I don't think I'll make an attempt at this however, I would say an extension that allows customization of the stream would be a great addition if any contributor felt so inclined! Thanks again for your time, I love this community, I just wish I had more to contribute other than support-related content haha

[telecastg]

bandtank another forum contributor, who is lot more skilled with Github and many other areas than me, created a repository where my extensions, and hopefully soon, others from the community participants, can be stored and made available. https://github.com/EspoCRM-Custom-Modules

Please note that the other scripts in my repository https://github.com/telecastg?tab=repositories are mostly work in-progress which you are free to check and comment on them but they are not ready to be downloaded as an extension.

[espcrm]

It easy to tell who the developer is: https://github.com/espocrm/espocrm/graphs/contributors

From the look of it there is only 2 mains person. Everyone else is user who made contribution. If you have the coding knowledge, you can always try to do a Pull Request and if the main developer believe it the code is good for the mass user they will implement it. Otherwise you would just have your own development channel like telecastg did: https://github.com/telecastg?tab=repositories

I pretty much using all of telecastg extension, well installed but haven't really use it at this stage.

In term of "Member" Title, don't think too much about "Junior" or "Senior" members, if you post enough you just automatic get update to that Title (like every other forums). You can also tell if we are a community user by our lack of decoration (no avatar). We are not restrict, just that I think most don't care about customizing their forum profile.

(Wow I just notice this SMS gateway thing, going to look like this).

[telecastg]

You're very welcome :-)

I am not a professional developer, and not related to the Espo team at all, I am only a user and my experience comes from adapting Espo to our own business needs but I believe like I think many other contributors do, that a way to "payback" for the benefits of having such a great open source and free platform is to make this forum a knowledge database that can help promote and advance it.

Cheers

[Marcus]

Gotcha, I appreciate the reply. I'll continue to look into this and appreciate your patience. I'll get back to you with my successes or failures in the next few days.. Thanks again!

Sidenote, EspoCRM should really let us customize the content on the Stream! It's such a powerful tool that really needs the ability to tailor content!

I see you are a fairly senior member of the EspoCRM forum, if you by chance talk to the developers (or are one - I'm still new around here so I don't know whos who yet), would be a great implementation into version 6.0!

[telecastg]

Hello Marcus,

The note that your are seeing (remember that the Stream is a collection of "Note" records) when the task linked to a lead was updated, was generated automatically by Espo.

You can check the script application\Espo\Services\Stream.php if you would like to learn how this is done, but in order to make any changes to your installation "upgrade safe" I would not recommend to make any changes to this or any other core script.

To make custom changes to a Note that is automatically generated or to write a custom note after an event (for example linking a Document to an Account) you need to create or change the Note record using a custom hook.

This is exactly the case that was addressed in the posting that I originally recommended. https://forum.espocrm.com/forum/deve...f-child-entity

What you are trying to accomplish is something that at least at present, will require some back-end development and a basic familiarity with the concept of custom hooks in Espo. There is no way (that I know of) to accomplish your goal using settings or a GUI facility.

[Marcus]

Hello Telecast, thanks for your reply.

I have to be honest because I am even more confused now than when I started this whole exercise.

Please see the attached photo - when I updated a "task" relating to a specific "customer/lead" - it printed out in the stream, EXACTLY how I wanted the stream to be presented. What makes Lead different because this is exactly what I want, for everything?

When I update, say a document - I want it to say "documents related to @Account", or when I setup a meeting for a specific account, I want it to say "meeting related to {account}.." but it doesnt?!

[espcrm]

Can't help you there, telecastg seem to post the solutions if you're technical enough to use that function.

In term of your qualification, it doesn't really matter at this stage, you're a Feb 2020, I'm just a Jan 2020 but as long as we are active enough that is good enough for now. We not getting pay for this and we all learning from each others about EspoCRM.

Not unless the discord server is use to chat about life, hobbies or interest.

[telecastg]

Hi, it would not change "how" it is delivered (the presentation) but it would change "what" (the content) that is delivered.

The custom hook will store the Note (stream is a collection of "Notes") information and then that information will be delivered as part of the Stream.

[Marcus]

Hello telecastg, thanks for the quick reply.

So just to check, if I added a custom hook - that would override and change the how the stream content is delivered?

[telecastg]

Hi Marcus,

custom/Espo/Custom/Hooks is a folder that you would create to store your custom hook to make changes to the stream before or after the record has been saved to the database.

The custom hook doesn't exist out of the box, you need to create it.

Here's some information on Espo hooks https://www.espocrm.com/documentatio...lopment/hooks/

[Marcus]

Hello Telecastg, thanks for the quick reply. There is no custom/Espo/Custom/Hooks/ folder on my webserver, nor any hook-related files except webhook which looks largely irrelevant. I don't think that thread helps at all, maybe I'm missing something though?