Records list dashlet customization

[Kpuc]

Hello guys,

I have just began using the EspoCRM and I'm facing some challenges regarding the inbuilt dashlets.

I have two separate entities which needs to vizualized by the customer portal dashboard. The problem is that there are no columns or headers in the in-built "Records list" dashlet and I'm struggling to modify it.

I need to add header columns to both entities dashlets.

https://gyazo.com/f59bf891680fae0d3480b09dfa409e6e

[Maximus]

Hi there,
What do you actually mean under 'Header'? Is that should be some string (like headline) above each showed record? What information should this Header represent?
Please describe more explicitly what do you expect to achieve to let the EspoCRM developer's community provide you with appropriate hints and help.

[telecastg]

Hello,

The record list dashlet lists individual rows as <li> elements not as a table, thus there are no "headers" to be inserted.

If you wish to have a table layout instead of the built-in <ul> for the record list dashlet you would have to code your own dashlet definition.

The relevant scripts are:

client/src/views/dashhlet/abstract/record-list.js https://github.com/espocrm/espocrm/b...rd-list.js#L29

client/src/views/record/list-expanded.js https://github.com/espocrm/espocrm/b...xpanded.js#L29

client/res/templates/record/list-expanded.tpl https://github.com/espocrm/espocrm/b...xpanded.tpl#L1

If you decide to build the dashlet table layout, please post your solution in the forum so other users can benefit too

[Kpuc]

Maximus

Hi there,
What do you actually mean under 'Header'? Is that should be some string (like headline) above each showed record? What information should this Header represent?
Please describe more explicitly what do you expect to achieve to let the EspoCRM developer's community provide you with appropriate hints and help.

The idea is to show the Field Labels above the records to make it look more like a regular Table with records on each row.

telecastg Thank you for the recommendations and remarks. Unfortunately, I'm a not a professional software engineer and I'm not able to develop a custom dashlet table layout yet.

[Kpuc]

So is there any quick & dirty way to make a custom dashlet with table view for the "Records list"?

[telecastg]

Not that I am aware of.

The other alternative to coding yourself would be to hire a professional developer to do it for you. There are several developers listed here https://forum.espocrm.com/forum/job-...find-developer

If you decide to hire a developer, I recommend that you choose someone with proven abilities by checking those who are active and provide answers in this forum like emillod or eymen-elkum

[Kpuc]

Not that I am aware of.

The other alternative to coding yourself would be to hire a professional developer to do it for you. There are several developers listed here https://forum.espocrm.com/forum/job-...find-developer

If you decide to hire a developer, I recommend that you choose someone with proven abilities by checking those who are active and provide answers in this forum like emillod or eymen-elkum

Okay, so another way would be to simply use Reports module, right?

What about Reports that I'm going to use with the Customer Portal. Can I make the customers see only the entity rows which are connected with their account and not see the all rows for all customers?

[eymen-elkum]

Yes, the report in advanced pack can do the job, it has its dashles to show reports results as tables on the dashboards in addition to the graphs

To apply the user's access roles you can enable this option "Apply ACL "

Any way I suggest you to try the personal demo from here https://www.espocrm.com/cloud-registration/?plan=demo where you can play with reports and check by yourself.