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Bottom panel customisation

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  • Bottom panel customisation

    Hi!

    I cannot figure out how to create custom bottom panels. In the out-of-the-box installation there exists a bottom panel within "Accounts" that shows affiliated contacts.

    Lets say I want to create this also the other way around: have a bottom panel in the "Contacts" layout, that shows the Accounts. Is this possible and how would I do this?

  • #2
    Hello,
    the bottom panels are creating automatically by adding a new relationship between entities. For the bottom panel available only the link-multiple fields.
    https://docs.espocrm.com/administrat...#relationships
    https://docs.espocrm.com/administrat...#link-multiple

    By default in the system exists the relationship between Account and Contact entities of the Many-to-Many type. Also, by default, the Accounts panel is disabled for the Contact Layout. To enable it you need to do this:
    1. Create or open the file /custom/Espo/Custom/Resources/metadata/entityDefs/Contact.json
    2. Add the code into the link scope:
    Code:
    {
    ....
        "links": {
            "accounts": {
                "layoutRelationshipsDisabled": false
            },
            .....
        }
    }
    3. Administration -> Clear Cache
    4. Refresh a web page
    5. Open Administration -> Layout Manager -> Contacts -> Bottom Panels -> drag and drom the Accounts pannel

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    • #3
      Thanks for the information, I will look into it!

      EDIT: worked like a charm, thanks!
      Last edited by Tziere; 07-21-2020, 10:57 AM.

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