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  • #61
    Hello emillod

    maybe this one, as your are on how add button
    how add action on bottom panel
    if it's not complicate hein
    thanks for all
    Attached Files

    Comment


    • #62
      Thanks item for your comment. It's next step to record videos how to add these buttons in js

      Comment


      • #63
        Hello Guys,
        we have new video for you: How to create simple report and add report to dashboard in EspoCRM
        Link to video: https://youtu.be/mYtSvTIiQIY

        In this tutorial we’ll walk you through:
        - How to create report for Task entity in EspoCRM?
        - How to add report to Dashboard in EspoCRM?

        Comment


        • #64
          Hello Guys,
          we have new video for you: How to send report in Advanced Pack - EspoCRM
          Link to video: https://youtu.be/f2uguN05BZ0

          In this tutorial we’ll walk you through:
          - How to setup report email sending?

          Comment


          • #65
            Hello Guys,
            we have new video for you: How to create joint reports in Advanced Pack - EspoCRM
            Link to video: https://youtu.be/Zsi5cNAI10o

            In this tutorial we’ll walk you through:
            - How to create two simple reports
            - How to create joint report

            Comment


            • #66
              Hello Guys,
              we have new video for you: How to add note through BPM in EspoCRM?
              Link to video: https://youtu.be/bIIt-FO9BE0

              In this tutorial we’ll walk you through:
              - How to create new flowchart?
              - How to use formula in flowchart?

              Comment


              • #67
                Hello Guys,
                we have new video for you: How to print barcode in PDF from any field inside EspoCRM
                Link to video: https://youtu.be/15OuNlDFDYY

                In this tutorial we’ll walk you through:
                - How to create new PDF Template?
                - How to add barcode to PDF Template?
                - How to define type of barcode?
                - How to test barcode generation in PDF's?

                Comment


                • espcrm
                  espcrm commented
                  Editing a comment
                  Totally didn't know that you can just refresh the PDF entrypoint/PDF Template and data will get refreshed. I usually click "Print to PDF", Choose new template and open new template.

              • #68
                Hello Guys,
                we have new video for you: How to use barcode field in EspoCRM?
                Link to video: https://youtu.be/Pm2VVdoCrtw

                In this tutorial we’ll walk you through:
                - How to create new barcode field in EspoCRM?
                - How to add barcode field to side panel?
                - How to automatically generate barcodes with record id?

                Comment


                • #69
                  Hello Guys,
                  we have new video for you: How to create many invoices to Sales Order in EspoCRM
                  Link to video: https://youtu.be/O8bG3_-fHsE

                  In this tutorial we’ll walk you through:
                  - How to create simple Sales Order
                  - How to create many invoices to Sales Order
                  - How to check related invoices to Sales Order

                  Comment


                  • #70
                    Hello Guys,
                    we have new video for you: How to add new field to lead convert form in EspoCRM?
                    Link to video: https://youtu.be/PFZgWUMWtVE

                    In this tutorial we’ll walk you through:
                    - How to create new field in Account and Lead entities?
                    - How to add field to detail view?
                    - How to add field to lead convert form?
                    - How to test convert form with new field?

                    Comment


                    • #71
                      Hello Guys,
                      we have new video for you: How to add Scheduler in Calls entity?
                      Link to video: https://youtu.be/TXC8qoCWHss

                      In this tutorial we’ll walk you through:
                      - How to add Scheduler in Calls entity?
                      - How to test Scheduler?

                      Comment


                      • #72
                        Hello Guys,
                        we have new video for more advanced users: How to create button with action in EspoCRM
                        Link to video: https://youtu.be/G28NKwFYRqg

                        In this tutorial we’ll walk you through:
                        - How to create simple contact
                        - How to map custom view
                        - How to create custom view
                        - How to create button
                        - How to define color of button
                        - How to create action for button

                        Comment


                        • espcrm
                          espcrm commented
                          Editing a comment
                          I'm following this tutorial for sure! Thank you.

                        • emillod
                          emillod commented
                          Editing a comment
                          Enjoy! I'll release on Monday new video, which shows how to use WebSocket in EspoCRM. This is great functionality

                        • solutions4it
                          solutions4it commented
                          Editing a comment
                          Thanks for this tip/code, but when I activate it the "convert" button disappears. Could you help me understand the reason? Thank you

                      • #73
                        Hello Guys,
                        we have new video for you: How to create dropdown button which will let user to create new task with pre-filled fields
                        Link to video: https://youtu.be/RbdHuwr4Jfc

                        In this tutorial we’ll walk you through:
                        - Introduction
                        - How to map custom view
                        - How to create custom view
                        - How to create dropdown
                        - How to add action to dropdown item which will open task form creation
                        - How to pre-fill fields

                        Comment


                        • item
                          item commented
                          Editing a comment
                          Hello Emillod, 
                          i am waiting your next video with websocket  
                          as you are on button .. i try to add a button on "listview" near "create Entity" (right top) .. but not find the right code. 
                          i have used :
                          this.buttonList = [
                          {
                          name: 'deploy',
                          label: 'deploy',
                          style: 'default',
                          action: 'deploy',
                          }
                          ]

                          but this code add just the button under the search input.. on left.. it's not really "user friendly" at this place, and when user add search params... this place is very bad for me.

                          Regards

                        • emillod
                          emillod commented
                          Editing a comment
                          item - i'll try to record video also about list view, bottom panels etc I promise!

                      • #74
                        Hello Guys,
                        we have new video for you: How to disable record counting in EspoCRM to improve performance
                        Link to video: https://youtu.be/r7CNbfKFFK0

                        In this tutorial we’ll walk you through:
                        - What is Records Counting in EspoCRM?
                        - How to disable records counting in specific entity?

                        Comment


                        • #75
                          Hello Guys,
                          we have new video for you: How to check all uploaded attachments in EspoCRM
                          Link to video: https://youtu.be/xOfFXFuG5vE

                          In this tutorial we’ll walk you through:
                          - How to upload attachment
                          - How to check all attachments

                          Comment

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