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  • Change reminder box

    How do I get the Reminders field changed in the Calls form? I would like to change the selection list Exact time, 1m before, 2m before and so on as follows: Exact time, 1m after, 2m after and so on. The Reminders field appears after selecting a category. That's okay so far. However, the Reminders field should be based on the start date. That means, if my starting date is 05/05/2021, then I have to be able to select times afterwards in the reminder field, such as: 5 minutes after, 10 minutes after, 1 day after and so on. How can I change memories as the box. I would also like to only be able to choose PopUp and not email. How do I get the entry E-Mail out of the list of the reminder field?

  • #2
    Can't help with your first question and I'm a bit lazy to fully help you with second question but you can probably disable Email reminder somewhere in the Admin setting.

    Personally I don't use Email reminder and only Popup reminder (which I haven't fully master yet cause it popup either too late or popup even when it set as Held)

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    • #3
      What is the memory field based on? After the start date or after the end date? Or maybe after the creation date? And how do I get the selection list in the reminder field changed? Day XY before should become day XY after. I would like the reminder field to report after the end date. If I select a date in the future as the end date and I select "Exact time" in the reminder field, what is the exact time based on the set end date or another date?

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      • #4
        application/Espo/Modules/Crm/Resources/metadata/entityDefs/Reminder.json
        custom/Espo/Custom/Resources/metadata/entityDefs/Reminder.json

        PHP Code:
        {
        "fields": {
        "type": {
        "type""enum",
        "options": [
        "Popup",
        "Email",
        "Sms"
        ]
        }
        }

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        • #5
          Thanks. I copied the Reminder.json into the path custom / Espo / Custom / Resources / metadata / entityDefs / Reminder.json and removed the entry E-Mail under Option. Unfortunately I don't see any changes in the form. Do I also have to make the changes in Reminder.json in the following path: application / Espo / Modules / Crm / Resources / metadata / entityDefs / Reminder.json?

          And which field does the memory field refer to? On the start date, the end date, the creation date?

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          • #6
            You must clear-cache in admin section and refresh your browser
            never edit the original file !

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            • #7
              Thanks. It worked. But now I have another problem. In Reminder.json, I only removed the email option and left everything else in there. The E-Mail option is no longer displayed in the form. That's great. The time entries are now displayed twice for this. Do I have to remove or change this from the Reminder.json? And how do I have to change the time entries so that there is no days XY before but days XY after?

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              • #8
                you must only add
                custom/Espo/Custom/Resources/metadata/entityDefs/Reminder.json

                with only the field you modify .. my sample above.

                reminder is send by jobs.. i dont know, you can create a new Jobs.. from orginal jobs and make change and disable the original jobs !
                original jobs application/Espo/Modules/Crm/Jobs/SendEmailReminders.php
                application/Espo/Modules/Crm/Jobs/SubmitPopupReminders.php

                you must change - to + and so

                Strange request, why you need futur reminder ? Maybe it's possible with AdvancedPack !

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                • #9
                  Thank you, can be closed for now. I will do this without changes and inform the users that they are only allowed to use PopUp and only the time "now".

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