custom entity in side panel

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  • steveco
    Junior Member
    • Jan 2021
    • 2

    custom entity in side panel

    Hi, how can I put in the side panel an custom entity? From layout i can add my entity in bottom panel, but not in side panel.
  • esforim
    Active Community Member
    • Jan 2020
    • 2204

    #2
    Only certain type of Entity type can be put on side panels: Event type only.

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    • steveco
      Junior Member
      • Jan 2021
      • 2

      #3

      ok, but even via code is there any way to get the contents of the bottom panel to be displayed in the side panel?

      Comment

    • telecastg
      Active Community Member
      • Jun 2018
      • 907

      #4
      Hi,

      If you don't mind coding, I just posted a tutorial on displaying custom entities in the side panel.

      You can check the code and adapt for your purposes.

      Use Case: We have a "Tenancy" entity that is related to a "CollectionIssue" entity in a one to many relationship. We want to display the "CollectionIssues" in a side panel when viewing a single "Tenancy" record similar to how "Tasks" are displayed. Side Panel Display.png

      Comment

      • crmclients
        Senior Member
        • Jul 2020
        • 254

        #5
        If viewing data is sufficient, an alternative might be to use a Report Panel
        In Reports create a report then
        In Report Panel, choose the Entity you want the report to show up in

        Had been very useful for us and can avoid creating a very long page

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