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  • Participant functionality in a custom entity.

    Hello,

    Is it possible to add participant functionality and the "meeting" or "call" participant's side panel to a custom entity?
    How can I do it? I created a new event entity. But I need the functionality of the participant in this entity that I created.

    Thankful if you can help.

    Fábio Moura

  • #2
    I'm interested to know too. I create a new Events/Calendar type of entity and but currently using Relationship Panels.

    ---

    Basically I wanted to create non-meeting type of entity as meeting get cog up with meetings. I'm planning to use it as History/Events.

    Comment


    • #3
      Are you just trying to display a related entity in the side panels ?, if that is the case, here's an example that may help:

      We have a "Tenancy" entity that is linked to a "CollectionIssue" entity in a One-to-Many relationship (One Tenancy can have many Collection Issues), when I look a Tenancy record in detail view, the CollectionIssues linked to that Tenancy are displayed as a list inside a side panel.

      custom/Espo/Custom/Resources/metadata/entityDefs/Tenancy.json
      Code:
          "fields": {
              ....
              "collectionIssues": {
                  "type": "linkMultiple",
                  "isCustom": true
              },
          ....
          },
          "links": {
          ....
              "collectionIssues": {
                  "type": "hasMany",
                  "foreign": "tenancy",
                  "entity": "CollectionIssue",
                  "isCustom": true
              },
              ....
          }
      custom/Espo/Custom/Resources/metadata/entityDefs/CollectionIssue.json
      Code:
      {
          "fields": {
              ....
              "tenancy": {
                  "type": "link"
              },
              ....
          },
          "links": {
              "tenancy": {
                  "type": "belongsTo",
                  "foreign": "collectionIssues",
                  "entity": "Tenancy",
                  "isCustom": true
              },
              ....
          }
      custom/Espo/Custom/Resources/metadata/clientDefs/Tenancy.json
      Code:
          "sidePanels": {
              "detail": [
                  {
                      "name": "collectionIssues",
                      "label": "Collection Issues",
                      "view": "custom:views/record/panels/collection-issues",
                      "aclScope": "CollectionIssue"
                  }
              ]
          }
      client/custom/src/views/record/panels/collection-issues.js
      Code:
      Espo.define('custom:views/record/panels/collection-issues', 'views/record/panels/relationship', function (Dep) {
      
          return Dep.extend({
      
              name: 'collection-issues',
      
              scope: 'CollectionIssue',
      
              // here write your code to manage how to display a list of linked entities (in this example Collection Issues) inside the side panel
              // for guidance you can check the script: client/modules/crm/src/views/record/panels/tasks.js
      
          });
      });
      Last edited by telecastg; 03-10-2020, 04:56 AM.

      Comment


      • #4
        1 - Are you just trying to display a related entity on the side panels? In that case, here's an example that can help:

        Today, the difficulty is to display the schedule in the calendar and DashBoard for more than two users. I know that this is only possible for entities that have this PARTICIPANT resource. Custom entities do not have this feature, so I would like to implement it.

        Sorry my english, I'm using google translator
        Last edited by fcm.moura; 03-10-2020, 03:06 PM.

        Comment


        • #5
          I'm sorry, I am not familiar with the internal mechanics of "attendees" which is translated as "Participant" in the Espo language files but I believe that a good source to learn about it would be to study the "Meeting" entity and see how "attendees" are handled there.

          In a "Meeting" entity, "attendees" are actually "Leads"

          "Meeting" and "Lead" are linked as a One-to-Many relationship

          The relevant scripts that you might want to check are:

          application\Espo\Modules\Crm\Resources\metadata\cl ientDefs\Meeting.json

          application\Espo\Modules\Crm\Resources\metadata\en tityDefs\Meeting.json

          client\modules\crm\views\meeting\fields\attendees. js

          client\modules\crm\views\meeting\record\panels\att endees.js

          Once you are able to implement your customization, it would be greatly appreciated if you can post the solution here.

          Best wishes
          Last edited by telecastg; 03-11-2020, 04:59 AM.

          Comment


          • #6
            Not sure if this is what you want but you can do these via GUI rather than coding. Currently this is good enough for me, in future I want to separate the History side panel into another area.

            There was one more screenshot I wanted create but I can't find where it is.

            I think this post might answer your question: https://www.eblasoft.com.tr/post/clo...ity-in-espocrm
            Last edited by espcrm; 03-11-2020, 07:03 AM.

            Comment


            • #7
              Okay. I'll try the suggestions mentioned. Then I post the results here on the forum.
              Thanks

              Comment


              • #8
                Hi everyone. Here is an example of how you can build attendees field and Send Invitation logic for the custom entity. In my case, I used the custom Event type entity called "Event".

                Note: Due to max post size (10000 characters) on forum my solution is divided into 2 part.

                Part 1

                1. Add into the file /custom/Espo/Custom/Resources/metadata/entityDefs/Event.json:
                Code:
                }
                    "fields": {
                        "acceptanceStatus": {
                            "type": "enum",
                            "notStorable": true,
                            "options": ["None", "Accepted", "Tentative", "Declined"],
                            "style": {
                                "Accepted": "success",
                                "Declined": "danger",
                                "Tentative": "warning"
                            },
                            "layoutDetailDisabled": true,
                            "layoutMassUpdateDisabled": true,
                            "importDisabled": true,
                            "exportDisabled": true,
                            "where": {
                                "=": {
                                    "leftJoins": ["users", "contacts", "leads"],
                                    "sql": "contactsMiddle.status = {value} OR leadsMiddle.status = {value} OR usersMiddle.status = {value}",
                                    "distinct": true
                                },
                                "<>": "event.id NOT IN (SELECT event_id FROM contact_event WHERE deleted = 0 AND status = {value}) AND event.id NOT IN (SELECT event_id FROM event_user WHERE deleted = 0 AND status = {value}) AND event.id NOT IN (SELECT event_id FROM event_lead WHERE deleted = 0 AND status = {value})",
                                "IN": {
                                    "leftJoins": ["users", "leads", "contacts"],
                                    "sql": "contactsMiddle.status IN {value} OR leadsMiddle.status IN {value} OR usersMiddle.status IN {value}",
                                    "distinct": true
                                },
                                "NOT IN": "event.id NOT IN (SELECT event_id FROM contact_event WHERE deleted = 0 AND status IN {value}) AND event.id NOT IN (SELECT event_id FROM event_user WHERE deleted = 0 AND status IN {value}) AND event.id NOT IN (SELECT event_id FROM event_lead WHERE deleted = 0 AND status IN {value})",
                                "IS NULL": {
                                    "leftJoins": ["users", "contacts", "leads"],
                                    "sql": "contactsMiddle.status IS NULL AND leadsMiddle.status IS NULL AND usersMiddle.status IS NULL",
                                    "distinct": true
                                },
                                "IS NOT NULL": "event.id NOT IN (SELECT event_id FROM contact_event WHERE deleted = 0 AND status IS NULL) OR event.id NOT IN (SELECT event_id FROM event_user WHERE deleted = 0 AND status IS NULL) OR event.id NOT IN (SELECT event_id FROM event_lead WHERE deleted = 0 AND status IS NULL)"
                            },
                            "view": "crm:views/meeting/fields/acceptance-status"
                        },
                        "users": {
                            "type": "linkMultiple",
                            "view": "crm:views/meeting/fields/users",
                            "layoutDetailDisabled": true,
                            "layoutListDisabled": true,
                            "columns": {
                                "status": "acceptanceStatus"
                            },
                            "additionalAttributeList": ["columns"],
                            "orderBy": "name"
                        },
                        "contacts": {
                            "type": "linkMultiple",
                            "layoutDetailDisabled": true,
                            "layoutListDisabled": true,
                            "view": "crm:views/meeting/fields/contacts",
                            "columns": {
                                "status": "acceptanceStatus"
                            },
                            "additionalAttributeList": ["columns"],
                            "orderBy": "name"
                        },
                        "leads": {
                            "type": "linkMultiple",
                            "view": "crm:views/meeting/fields/attendees",
                            "layoutDetailDisabled": true,
                            "layoutListDisabled": true,
                            "columns": {
                                "status": "acceptanceStatus"
                            },
                            "additionalAttributeList": ["columns"],
                            "orderBy": "name"
                        },
                        .... other fields .....
                    "links": {
                        "users": {
                            "type": "hasMany",
                            "entity": "User",
                            "foreign": "events",
                            "additionalColumns": {
                                "status": {
                                    "type": "varchar",
                                    "len": "36",
                                    "default": "None"
                                }
                            }
                        },
                        "contacts": {
                            "type": "hasMany",
                            "entity": "Contact",
                            "foreign": "events",
                            "additionalColumns": {
                                "status": {
                                    "type": "varchar",
                                    "len": "36",
                                    "default": "None"
                                }
                            }
                        },
                        "leads": {
                            "type": "hasMany",
                            "entity": "Lead",
                            "foreign": "events",
                            "additionalColumns": {
                                "status": {
                                    "type": "varchar",
                                    "len": "36",
                                    "default": "None"
                                }
                            }
                        },
                        .... other links .....
                }
                Note: be sure that your tables names and fields are corresponded to DB.

                2. In the file /custom/Espo/Custom/Resources/metadata/clientDefs/Event.json you need to have this links to view:

                Code:
                {
                    "controller": "controllers/record",
                    "acl": "crm:acl/meeting",
                    "views":{
                        "detail":"crm:views/meeting/detail"
                    },
                    "recordViews": {
                        "list":"crm:views/meeting/record/list",
                        "detail":"crm:views/meeting/record/detail"
                    },
                    "modalViews": {
                        "detail":"crm:views/meeting/modals/detail"
                    },
                    "activityDefs": {
                        "activitiesCreate": true,
                        "historyCreate": true
                    },
                    "sidePanels":{
                        "detail":[
                            {
                                "name":"attendees",
                                "label":"Attendees",
                                "view":"crm:views/meeting/record/panels/attendees",
                                "options":{
                                    "fieldList":[
                                        "users",
                                        "contacts",
                                        "leads"
                                    ]
                                },
                                "sticked": true,
                                "isForm": true,
                                "notRefreshable": true
                            }
                        ],
                        "detailSmall":[
                            {
                                "name":"attendees",
                                "label":"Attendees",
                                "view":"crm:views/meeting/record/panels/attendees",
                                "sticked": true,
                                "isForm": true,
                                "notRefreshable": true
                            }
                        ],
                        "edit":[
                            {
                                "name":"attendees",
                                "label":"Attendees",
                                "view":"crm:views/meeting/record/panels/attendees",
                                "sticked": true,
                                "isForm": true,
                                "notRefreshable": true
                            }
                        ],
                        "editSmall":[
                            {
                                "name":"attendees",
                                "label":"Attendees",
                                "view":"crm:views/meeting/record/panels/attendees",
                                "sticked": true,
                                "isForm": true,
                                "notRefreshable": true
                            }
                        ]
                    },
                    ..... other your parameters .....
                }
                3. Add to the file /custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json these fields and link:

                Code:
                {
                    "fields": {
                        "acceptanceStatus": {
                            "type": "varchar",
                            "notStorable": true,
                            "exportDisabled": true,
                            "disabled": true
                        },
                        "acceptanceStatusEvents": {
                            "type": "enum",
                            "notStorable": true,
                            "directUpdateDisabled": true,
                            "layoutAvailabilityList": ["filters"],
                            "importDisabled": true,
                            "exportDisabled": true,
                            "view": "crm:views/lead/fields/acceptance-status",
                            "link": "events",
                            "column": "status"
                        }
                    },
                    "links": {
                        "events": {
                            "type": "hasMany",
                            "entity": "Event",
                            "foreign": "leads",
                            "layoutRelationshipsDisabled": true,
                            "audited": true
                        }
                    }
                }
                4. Add to the file /custom/Espo/Custom/Resources/metadata/entityDefs/Contact.json these fields and link:

                Code:
                {
                    "fields": {
                        "acceptanceStatus": {
                            "type": "varchar",
                            "notStorable": true,
                            "exportDisabled": true,
                            "disabled": true
                        },
                        "acceptanceStatusEvents": {
                            "type": "enum",
                            "notStorable": true,
                            "directUpdateDisabled": true,
                            "layoutAvailabilityList": ["filters"],
                            "importDisabled": true,
                            "exportDisabled": true,
                            "view": "crm:views/lead/fields/acceptance-status",
                            "link": "events",
                            "column": "status"
                        }
                    },
                    "links": {
                        "events": {
                            "type": "hasMany",
                            "entity": "Event",
                            "foreign": "contacts",
                            "layoutRelationshipsDisabled": true,
                            "audited": true
                        }
                    }
                }

                Comment


                • #9
                  Part 2

                  5. Add to the file /custom/Espo/Custom/Resources/metadata/entityDefs/User.json these fields and link:

                  Code:
                  {
                      "fields": {
                          "acceptanceStatus": {
                              "type": "varchar",
                              "notStorable": true,
                              "exportDisabled": true,
                              "disabled": true
                          },
                          "acceptanceStatusEvents": {
                              "type": "enum",
                              "notStorable": true,
                              "directUpdateDisabled": true,
                              "layoutAvailabilityList": ["filters"],
                              "importDisabled": true,
                              "exportDisabled": true,
                              "view": "crm:views/lead/fields/acceptance-status",
                              "link": "events",
                              "column": "status"
                          }
                      },
                      "links": {
                          "events": {
                              "type": "hasMany",
                              "entity": "Event",
                              "foreign": "users"
                          }
                      }
                  }
                  6. Add the next code into the file /custom/Espo/Custom/Controllers/Event.php:

                  PHP Code:
                  <?php

                  namespace Espo\Custom\Controllers;

                  use \
                  Espo\Core\Exceptions\Forbidden;
                  use \
                  Espo\Core\Exceptions\BadRequest;
                  use \
                  Espo\Core\Exceptions\NotFound;

                  class 
                  Event extends \Espo\Core\Templates\Controllers\Event
                  {

                      public function 
                  postActionSendInvitations($params$data)
                      {
                          if (empty(
                  $data->id)) {
                              throw new 
                  BadRequest();
                          }

                          
                  $entity $this->getRecordService()->getEntity($data->id);

                          if (!
                  $entity) {
                              throw new 
                  NotFound();
                          }

                          if (!
                  $this->getAcl()->check($entity'edit')) {
                              throw new 
                  Forbidden();
                          }

                          if (!
                  $this->getAcl()->checkScope('Email''create')) {
                              throw new 
                  Forbidden();
                          }

                          return 
                  $this->getRecordService()->sendInvitations($entity);
                      }

                      public function 
                  postActionSetAcceptanceStatus($params$data)
                      {
                          if (empty(
                  $data->id) || empty($data->status)) {
                              throw new 
                  BadRequest();
                          }

                          return 
                  $this->getRecordService()->setAcceptanceStatus($data->id$data->status);
                      }
                  }
                  7. Add the next code into the file /custom/Espo/Custom/Services/Event.php:

                  PHP Code:
                  <?php

                  namespace Espo\Custom\Services;

                  use \
                  Espo\ORM\Entity;
                  use \
                  Espo\Modules\Crm\Business\Event\Invitations;

                  use \
                  Espo\Core\Exceptions\Error;
                  use \
                  Espo\Core\Exceptions\Forbidden;
                  use \
                  Espo\Core\Exceptions\BadRequest;

                  class 
                  Event extends \Espo\Core\Templates\Services\Event
                  {

                      protected function 
                  init()
                      {
                          
                  $this->addDependencyList([
                              
                  'preferences',
                              
                  'language',
                              
                  'dateTime',
                              
                  'container',
                              
                  'fileManager',
                              
                  'number'
                          
                  ]);
                      }

                      protected 
                  $duplicateIgnoreAttributeList = ['usersColumns''contactsColumns''leadsColumns'];

                      protected function 
                  getMailSender()
                      {
                          return 
                  $this->getInjection('container')->get('mailSender');
                      }

                      protected function 
                  getPreferences()
                      {
                          return 
                  $this->getInjection('preferences');
                      }

                      protected function 
                  getLanguage()
                      {
                          return 
                  $this->getInjection('language');
                      }

                      protected function 
                  getDateTime()
                      {
                          return 
                  $this->getInjection('dateTime');
                      }

                      public function 
                  checkAssignment(Entity $entity)
                      {
                          
                  $result parent::checkAssignment($entity);
                          if (!
                  $result) return false;

                          
                  $userIdList $entity->get('usersIds');
                          if (!
                  is_array($userIdList)) {
                              
                  $userIdList = [];
                          }

                          
                  $newIdList = [];
                          if (!
                  $entity->isNew()) {
                              
                  $existingIdList = [];
                              foreach (
                  $entity->get('users') as $user) {
                                  
                  $existingIdList[] = $user->id;
                              }
                              foreach (
                  $userIdList as $id) {
                                  if (!
                  in_array($id$existingIdList)) {
                                      
                  $newIdList[] = $id;
                                  }
                              }
                          } else {
                              
                  $newIdList $userIdList;
                          }

                          foreach (
                  $newIdList as $userId) {
                              if (!
                  $this->getAcl()->checkAssignmentPermission($userId)) {
                                  return 
                  false;
                              }
                          }

                          return 
                  true;
                      }

                      protected function 
                  getInvitationManager($useUserSmtp true)
                      {
                          
                  $smtpParams null;
                          if (
                  $useUserSmtp) {
                              
                  $smtpParams $this->getServiceFactory()->create('Email')->getUserSmtpParams($this->getUser()->id);
                          }

                          
                  $templateFileManager $this->getInjection('container')->get('templateFileManager');

                          return new 
                  Invitations(
                              
                  $this->getEntityManager(),
                              
                  $smtpParams,
                              
                  $this->getMailSender(),
                              
                  $this->getConfig(),
                              
                  $this->getInjection('fileManager'),
                              
                  $this->getDateTime(),
                              
                  $this->getInjection('number'),
                              
                  $this->getLanguage(),
                              
                  $templateFileManager
                          
                  );
                      }

                      public function 
                  sendInvitations(Entity $entity$useUserSmtp true)
                      {
                          
                  $invitationManager $this->getInvitationManager($useUserSmtp);

                          
                  $emailHash = array();

                          
                  $sentCount 0;

                          
                  $users $entity->get('users');
                          foreach (
                  $users as $user) {
                              if (
                  $user->id === $this->getUser()->id) {
                                  if (
                  $entity->getLinkMultipleColumn('users''status'$user->id) === 'Accepted') {
                                      continue;
                                  }
                              }
                              if (
                  $user->get('emailAddress') && !array_key_exists($user->get('emailAddress'), $emailHash)) {
                                  
                  $invitationManager->sendInvitation($entity$user'users');
                                  
                  $emailHash[$user->get('emailAddress')] = true;
                                  
                  $sentCount ++;
                              }
                          }

                          
                  $contacts $entity->get('contacts');
                          foreach (
                  $contacts as $contact) {
                              if (
                  $contact->get('emailAddress') && !array_key_exists($contact->get('emailAddress'), $emailHash)) {
                                  
                  $invitationManager->sendInvitation($entity$contact'contacts');
                                  
                  $emailHash[$user->get('emailAddress')] = true;
                                  
                  $sentCount ++;
                              }
                          }

                          
                  $leads $entity->get('leads');
                          foreach (
                  $leads as $lead) {
                              if (
                  $lead->get('emailAddress') && !array_key_exists($lead->get('emailAddress'), $emailHash)) {
                                  
                  $invitationManager->sendInvitation($entity$lead'leads');
                                  
                  $emailHash[$user->get('emailAddress')] = true;
                                  
                  $sentCount ++;
                              }
                          }

                          if (!
                  $sentCount) return false;

                          return 
                  true;
                      }

                      public function 
                  setAcceptanceStatus(string $idstring $status, ?string $userId null)
                      {
                          
                  $userId $userId ?? $this->getUser()->id;

                          
                  $statusList $this->getMetadata()->get(['entityDefs'$this->entityType'fields''acceptanceStatus''options'], []);
                          if (!
                  in_array($status$statusList)) throw new BadRequest();

                          
                  $entity $this->getEntityManager()->getEntity($this->entityType$id);
                          if (!
                  $entity) throw new NotFound();
                          if (!
                  $entity->hasLinkMultipleId('users'$userId));


                          
                  $this->getEntityManager()->getRepository($this->entityType)->updateRelation(
                              
                  $entity'users'$userId, (object) ['status' => $status]
                          );

                          
                  $actionData = [
                              
                  'eventName' => $entity->get('name'),
                              
                  'eventType' => $entity->getEntityType(),
                              
                  'eventId' => $entity->id,
                              
                  'dateStart' => $entity->get('dateStart'),
                              
                  'status' => $status,
                              
                  'link' => 'users',
                              
                  'inviteeType' => 'User',
                              
                  'inviteeId' => $userId,
                          ];

                          
                  $this->getEntityManager()->getHookManager()->process($this->entityType'afterConfirmation'$entity, [], $actionData);

                          return 
                  true;
                      }
                  }
                  8. Add the next code into the file /custom/Espo/Custom/Repositories/Event.php:

                  PHP Code:
                  <?php

                  namespace Espo\Custom\Repositories;

                  use 
                  Espo\ORM\Entity;
                  use 
                  Espo\Core\Utils\Util;

                  class 
                  Event extends \Espo\Core\Templates\Repositories\Event
                  {
                       protected function 
                  beforeSave(Entity $entity, array $options = [])
                      {

                          if (!
                  $this->getConfig()->get('eventAssignedUserIsAttendeeDisabled')) {
                              if (
                  $entity->hasLinkMultipleField('assignedUsers')) {
                                  
                  $assignedUserIdList $entity->getLinkMultipleIdList('assignedUsers');
                                  foreach (
                  $assignedUserIdList as $assignedUserId) {
                                      
                  $entity->addLinkMultipleId('users'$assignedUserId);
                                      
                  $entity->setLinkMultipleName('users'$assignedUserId$entity->getLinkMultipleName('assignedUsers'$assignedUserId));
                                  }
                              } else {
                                  
                  $assignedUserId $entity->get('assignedUserId');
                                  if (
                  $assignedUserId) {
                                      
                  $entity->addLinkMultipleId('users'$assignedUserId);
                                      
                  $entity->setLinkMultipleName('users'$assignedUserId$entity->get('assignedUserName'));
                                  }
                              }
                          }

                          if (
                  $entity->isNew()) {
                              
                  $currentUserId $this->getEntityManager()->getUser()->id;
                              if (
                                  
                  $entity->hasLinkMultipleId('users'$currentUserId)
                                  &&
                                  (
                                      !
                  $entity->getLinkMultipleColumn('users''status'$currentUserId)
                                      ||
                                      
                  $entity->getLinkMultipleColumn('users''status'$currentUserId) === 'None'
                                  
                  )
                              ) {
                                  
                  $entity->setLinkMultipleColumn('users''status'$currentUserId'Accepted');
                              }
                          }
                      }

                  }
                  9. Administration -> Rebuild.

                  10. F5 to refresh a web page.

                  Comment


                  • #10
                    Thank you so much for the detailed instructions !

                    I have been trying to find documentation on the use of the "where" syntax applied above, in order to understand how is exactly this JSON structure translated into an actual sql statement. Can you point out where I could find more information ?

                    PHP Code:

                    "where": {

                      
                    "=": {
                        
                    "leftJoins": ["users""contacts""leads"],
                        
                    "sql""contactsMiddle.status = {value} OR leadsMiddle.status = {value} OR usersMiddle.status = {value}",
                        
                    "distinct"true
                      
                    },

                      
                    "<>""event.id NOT IN (SELECT event_id FROM contact_event WHERE deleted = 0 AND status = {value}) AND event.id NOT IN (SELECT event_id FROM event_user WHERE deleted = 0 AND status = {value}) AND event.id NOT IN (SELECT event_id FROM event_lead WHERE deleted = 0 AND status = {value})",

                      
                    "IN": {
                        
                    "leftJoins": ["users""leads""contacts"],
                        
                    "sql""contactsMiddle.status IN {value} OR leadsMiddle.status IN {value} OR usersMiddle.status IN {value}",
                        
                    "distinct"true
                      
                    },

                      
                    "NOT IN": {
                        
                    "event.id NOT IN (SELECT event_id FROM contact_event WHERE deleted = 0 AND status IN {value}) AND event.id NOT IN (SELECT event_id FROM event_user WHERE deleted = 0 AND status IN {value}) AND event.id NOT IN (SELECT event_id FROM event_lead WHERE deleted = 0 AND status IN {value})",
                      },

                      
                    "IS NULL": {  
                        
                    "leftJoins": ["users""contacts""leads"],
                        
                    "sql""contactsMiddle.status IS NULL AND leadsMiddle.status IS NULL AND usersMiddle.status IS NULL",
                        
                    "distinct"true
                      
                    },

                      
                    "IS NOT NULL""event.id NOT IN (SELECT event_id FROM contact_event WHERE deleted = 0 AND status IS NULL) OR event.id NOT IN (SELECT event_id FROM event_user WHERE deleted = 0 AND status IS NULL) OR event.id NOT IN (SELECT event_id FROM event_lead WHERE deleted = 0 AND status IS NULL)"


                    Thanks in advance.

                    Comment


                    • #11
                      Wow, I didn't even notice there is a "Send Invitations" button until I recently noticed it and tested it.

                      But this is only usable for "Users?" ie. Staff members? You can't seem to send invite to Contact(s)? Can you send an invite if they are an portal user? The Demo I think disable email system so bit hard to test.

                      The Email Template also look rather ugly and plain, need way to customize it too, anyway we can?


                      Email looks:
                      Click image for larger version

Name:	Meeting Invitation 2 - email.png
Views:	98
Size:	6.6 KB
ID:	56716

                      Meeting layout (top right for Send Invitation)
                      Click image for larger version

Name:	Meeting Invitation.png
Views:	166
Size:	67.2 KB
ID:	56715
                      Last edited by espcrm; 03-12-2020, 01:17 AM.

                      Comment


                      • espcrm
                        espcrm commented
                        Editing a comment
                        Tested the Email button and it work good. Don't need to log in to Accept/Decline/Tentative. As long as you click the button the meeting Status will change.

                        EDIT: Found out where you can email the email template:

                        #Admin/templateManager/
                        Last edited by espcrm; 03-12-2020, 01:22 AM.

                    • #12
                      Hello,
                      espcrm
                      > Can you send an invite if they are an portal user?
                      Yes, you can. Just change a filter from 'Active' to 'All' upon adding a new user to the event to be able to select a portal user.

                      telecastg
                      We do not have documentation of how it is translated into SQL. This conversion logic is buried deep in the code. I can only suggest you use grep to explore it.

                      Comment


                      • #13
                        Thanks Maximus can you tell me which scripts I should explore ?

                        Comment


                        • #14
                          Originally posted by Maximus View Post
                          Hello,
                          espcrm
                          > Can you send an invite if they are an portal user?
                          Yes, you can. Just change a filter from 'Active' to 'All' upon adding a new user to the event to be able to select a portal user.
                          So they must be a portal user? They can't just be a Contact/Account?

                          Comment


                          • Maximus
                            Maximus commented
                            Editing a comment
                            You can send an invitation to the users (any type), contacts and leads as well.

                        • #15
                          Maximus Weird, I don't have that option to send Invitation.

                          I tested the demo and does show it on there and the Send Invitation did work.

                          Is there a setting we need to enable because it not showing for me. Also I noticed that the "send invitation" don't create an email History/Archive. Is that normal?

                          Comment

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