How to edit the side panels?

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  • vinybarreto
    Member
    • Feb 2020
    • 30

    How to edit the side panels?

    How do i edit the side panels? I created a new event type entity, and i want to put this relationship in my side pannel, but i unsuccessfully tried to find a way to edit it, someone can help?
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi,
    If you want to place your new entity into Activities panel, please investigate how it performs:
    1. application/Espo/Modules/Crm/Crm/Services/Activities.php
    2. application/Espo/Modules/Crm/Crm/Controllers/Activities.php
    3. application/Espo/Modules/Crm/Resources/metadata/clientDefs/Contact.json
    4. client/modules/crm/src/views/record/panels/activities.js

    If you want to add it like a Task panel, you need:
    1. Write your own custom view in /client/custom/src/views/record/panels. Investigate for example this file /client/modules/crm/src/views/record/panels/tasks.js. Read more here https://github.com/espocrm/documenta...ustom-views.md.
    2. Define this side panel in /clientDefs (E.g. custom/Espo/Custom/Resources/metadata/clientDefs/Contact.json):
    Code:
    {
        "sidePanels": {
            "detail": [
                "__APPEND__",
                {
                    "name": "travels",
                    "label": "Travels",
                    "view": "crm:views/record/panels/tasks",
                    "aclScope": "Travels"
                }
            ]
        }
    }
    UPD.

    For Event type entity you can add it into Activity/History panel via Administration -> Settings -> Activities Entity List/History Entity List.
    Last edited by Maximus; 03-17-2020, 10:26 AM.

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