Need a way to duplicate entities and layouts

[esforim]

Probably but you can't distribute that because Quote entity is licensed (Sale Extension pack?). As for how, I dont think anyone be able to give you step by step guide.

[miguel.torrez]

it is possible to duplicate the quote entity to use it as a different form but based on that entity?

[murugappan]

Another snag in Espocrm is the inability to export/import Roles, Teams and Users. All these need to kept in a hard copy report and then reentered when needed.

[esforim]

You already have screenshot which is good enough, I don't think Video will be helpful in this instance (take too much time, edit, creating, upload) and video tend disappear in a few year time due to filesize.

For bigger project or multiple guide, a video would certainly be helpful. However uploading video relating to EspoCRM at this stage is good for promoting more people to look into EspoCRM, doing a search on Youtube for EspoCRM give very little result.

[eymen-elkum]

I also think about making videos for such articles what do u think?

[eymen-elkum]

I never noticed that, I think it needs at least 15 min

[esforim]

This thread might be relevant to your Enum issue:
https://forum.espocrm.com/forum/gene...-add-to-fields

I have made post regarding this request, hope it can help,

https://www.eblasoft.com.tr/post/clo...ity-in-espocrm

Very good article, but I have to question the, "1 min read".

[murugappan]

Hi Guys,

Thank you for the posts and reply. With regards to cloning, i had already done that earlier. It was similar to what the document ayman.alkom pointed to. It worked fine. As for the enum lists, i tried what telecastg said but didnt work. I may have done something wrong. I have will try it again later and update here.

[eymen-elkum]

I have made post regarding this request, hope it can help,

https://www.eblasoft.com.tr/post/cloning-entity-in-espocrm

[esforim]

The problem is not enough man-power I suppose. From a popularity point of view EspoCRM isn't that high on the list of recommend "Free/Open Source" or just CRM in general. Looking at the Developer, there seem to be only one main Developer: yurikuzn (https://github.com/espocrm/espocrm/graphs/contributors)

There a few code contributions from the community, whereas if you look at SuiteCRM: there if quite a few contributors there. All come down to the user-base. But this is for another thread and topics.

[esforim]

Someone revived this thread and I came across it. It is very relevant to your question and the topic.

https://forum.espocrm.com/forum/developer-help/52146-how-to-clone-entity-from-one-instance-to-another

[telecastg]

I tried to clone-out the enum lists but successfully failed. Somehow, the system ignores what i have changed in the custom folder..

Hi murugappan, enum lists are defined in the entityDefs metadata JSON file for the entity.

For example, I have a "ServiceTask" entity wich has an enum type field "ServiceType" and this is what the ServiceTask entityDefs content looks like:

  "fields: {

// other fields

        "taskClass": {
            "type": "enum",
            "options": [
                "Internal",
                "External"
            ],
        }
  }

so if I want to clone this entity's enum values I would have to close the entityDefs content. Hope this helps.

[murugappan]

Hi telecastg and espcrm,

It is really wonderful discussing here. Thank you folks.

I managed to clone one of the entities from one instance of crm to another. Phew! that feels really good because i didnt have to do it all over again. I think Espo should seriously think about providing export/import facilities for entity/layout definitions. I feel that this is long overdue especially with the likes of SuiteCRM already providing this very long time ago. I tried to clone-out the enum lists but successfully failed. Somehow, the system ignores what i have changed in the custom folder.

With regards documentation, this was my review feedback to Espo sometime back. Espo lacks continuous-flow documentation which makes things really difficult for users to share examples and success stories. There are some of us here who are willing to maintain a good set of documentation and examples on behalf of Espo provided Espo themselves document the changes for each release. This is another lacking. An example, in my opinion, is the documentation on workflow and API which are really confusing. It may just be me. More so with absence of complete solution-examples.

[telecastg]

Aside from the core application scripts, Espo works in "modules', Crm is actually a module.

Any customization through the Administration Panel (entities, layouts, links, etc) is stored in the "Custom" module.

All back-end scripts (PHP and JSON metadata) go under the folder custom/Espo/Custom/ and all front-end scripts (Javascript and templates) are stored under the folder client/custom/

Upgrades will not affect anything under the "Custom" module or under any other extension modules.

A good way to learn more about this structure is to download the free Real Estate extension and see how the folders are organized.

[esforim]

To further input, yes any core files will be update and it will be annoying to "restart" your project and code from the beginning again when these update hit. Only a few folder will get untouched from an update or upgrade (One of which is the Custom Folder?).

Alternatively I suppose you could always write an Extensions if you have coding skill. If it enough of a major usage, a Pull request into their Git will allow the majority of user to use it also.

In term of version and future "Administration" that is where documentations and version control software (such as Git) is useful. I tried Git one time before, I failed at using it. As for documentations? Who really have time unless this is their full time work. Most of my documentation is a quick copy/paste essential details and very brief details when it come to back end software (EspoCRM, website, server, etc).