Announcement

Collapse
No announcement yet.

Video Tutorials - let me know what do you think

Collapse
This is a sticky topic.
X
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Hello Guys!
    We just published new video: How to copy attributes while creating child record in EspoCRM
    Link to video: https://youtu.be/MdaJIGxOWpU

    In this tutorial we’ll walk you through:
    - How to create custom view which will populate phone number
    - How to map custom view in clientDefs
    - How to populate email address

    Comment


    • Hello Guys!
      We have new video for you: How to use Report Filters in EspoCRM
      Link to video: https://youtu.be/X_UF3Z4BxyQ

      In this tutorial we’ll walk you through:
      - How to create new Report Filter
      - How to create new Report for filters
      - How to assign report to teams
      - How to add user to team
      - How to test Report Filters

      Comment


      • Hello Guys,
        we released new video: How to send email through formula with Email Template
        Link to video: https://youtu.be/lVyzPLEVSsA

        In this tutorial we’ll walk you through:
        - How to create new flowchart
        - How to setup new start event
        - How to setup action with formula which will send email
        - How to create email template
        - How to send email with email template through formula

        Comment


        • Hello Guys,
          we just released new video: How to attach file from record and send it through email in EspoCRM
          Link to video: https://youtu.be/IArorRg0Y9c

          In this tutorial we’ll walk you through:
          - How to add new field
          - How to add created field to detail view
          - How to create new flowchart
          - How to add new start block
          - How to add action
          - How to generate attachment for email through formula
          - How to send email through formula
          - How to test created flowchart

          Comment


          • Hello Guys,
            we have new video for you: How to send email with many attachments
            Link to video: https://youtu.be/yZsgutD6VJc

            Related video: https://youtu.be/IArorRg0Y9c

            In this tutorial we’ll walk you through:
            - How to create new PDF template
            - How to generate PDF based on template through formula
            - How to test flowchart

            Comment


            • Hello Guys,
              we have new video for you: How to set advanced conditions for enum fields in EspoCRM
              Link to video: https://youtu.be/-ftVdaoR9G8

              In this tutorial we’ll walk you through:
              - How to setup conditions for field
              - How to test changes

              Comment


              • To add more value to ESPOCRM, you may bring relevant video tutorial links on the Dashboard of Users for quick reference. Attaching a screenshot of the dashboard created for a user.

                My users have found this very useful and I am sharing this here since you could also try in our instances.

                For free support and more ideas on how to add more value to ESPO CRM please feel free to mail me at reginald@raalink.com or call +91 999 5986 888

                Comment


                • espcrm
                  espcrm commented
                  Editing a comment
                  This is an excellent idea. I think I'll copy your idea. But not sure how to make it look good like yours. Mine probably be quite ugly.

              • Thanks for your comments.
                Have created image using text box, uploaded the image in knowledge base and linked with yourtube link (see script below), created reports to reflect in the dashboard.

                <p style="text-align: center;"><span style="background-color: rgb(255, 255, 0);"><a href="https://youtu.be/94_yGqhAc_Y" rel="noopener noreferrer" target="_blank">
                <img style="width: 520px;" src="?entryPoint=attachment&amp;id=627a1263591eb32 73"><span style="background-color: rgb(255, 255, 0);">
                </span></a>
                </span></p>

                Comment


                • Could you do a video about adding primary filters via PHP in version 7.x? It would also be helpful to see a tutorial about the Select Builder. I'm running into problems while trying to do this, which involves using both primary filters and the select builder. I think it would be useful for a lot of people.

                  Comment


                  • Nice idea. Will do the same in due course of time

                    Comment


                    • Hi emillod

                      I'm following this guide again for another entity, but this time instead of a single Field to another Field I want to "concatenate" two field, is that possible? Or do I have to create a 'helper' field formula first?

                      How to copy attributes while creating child record in EspoCRM
                      Auf YouTube findest du die angesagtesten Videos und Tracks. Außerdem kannst du eigene Inhalte hochladen und mit Freunden oder gleich der ganzen Welt teilen.



                      For example this is my current working code.

                      Code:
                              relatedAttributeMap: {
                                  'opportunities': {
                                      'addressStreet': 'name',
                                  },​
                      Can I do something like this? (I will get an error!)

                      Code:
                              relatedAttributeMap: {
                                  'opportunities': {
                                      'addressStreet' & 'addressCity': 'name',
                                  },​
                      And follow up question, is it possible to add 'non-field'? For example: {todaydate}

                      Code:
                              relatedAttributeMap: {
                                  'opportunities': {
                                      {todaydate} & 'addressStreet' & 'addressCity': 'name',
                                  },​


                      --- Second question would be. How to add multiple entity? I'm getting and not sure how to write the syntax or add more entity.
                      Here a not working code:

                      Code:
                      Espo.define('custom:views/realestateproperty/detail', 'views/detail', function (Dep) {
                      
                          return Dep.extend({
                      
                              relatedAttributeMap: {
                                  'opportunities': {
                                      'addressStreet': 'name',
                                  'meetings': {
                                      'addressStreet': 'name',
                                  },
                              }
                          }));
                      });​
                      Here is the error. I have try various way but get error
                      Click image for larger version

Name:	image.png
Views:	490
Size:	13.2 KB
ID:	85049
                      Last edited by espcrm; 11-11-2022, 06:14 AM.

                      Comment


                      • espcrm
                        espcrm commented
                        Editing a comment
                        Anyone who want to copy/paste my code, I'll be updating it here: (once I learn from the pro)

                        In the future this thread will be use for discussion; the Wiki hosted on Github will be used instead to post update; please see: https://github.com/o-data/EspoCRM-Learning-and-Design/wiki Part 2 of this post can be found here: https://forum.espocrm.com/forum/gene...5114#post55114 (https://forum.espocrm.com/forum/general/54706
                        Last edited by espcrm; 11-11-2022, 06:03 AM.

                      • shalmaxb
                        shalmaxb commented
                        Editing a comment
                        I think it is the closing ). You open two ( but close three. In the end (line 12, 13) it should be:

                        });
                        });

                      • espcrm
                        espcrm commented
                        Editing a comment
                        Hi shalmaxb, I already write a various different variation of this but always error, so the "code" itself is an issue as I'm writing it wrong. I'll post variation shortly and it will all fail because this extended-code is being written by me!
                        Last edited by espcrm; 11-12-2022, 03:43 AM.

                    • Click image for larger version

Name:	image.png
Views:	417
Size:	8.3 KB
ID:	85104
                      I just can't understand it:
                      Click image for larger version

Name:	image.png
Views:	398
Size:	5.4 KB
ID:	85105
                      Seem OK to me... why are you like this Syntax? (Screenshot deleted because Forum restrict to 5)

                      Maybe like this:

                      Maybe I try , comma
                      Click image for larger version

Name:	image.png
Views:	390
Size:	11.3 KB
ID:	85106

                      (Screenshot deleted because Forum restrict to 5)
                      Maybe ) then }


                      Maybe I try it within the field?

                      Click image for larger version

Name:	image.png
Views:	376
Size:	6.0 KB
ID:	85108
                      Yeah, all fail as I try other variation.
                      Attached Files

                      Comment


                      • espcrm
                        espcrm commented
                        Editing a comment
                        Thank you rabii, I'm aware you can do it like that for 'multiple field' It was part of the video tutorial I manage to do it.

                        What I mean to ask in a concatenated way (fieldA + fieldB). I assuming it not possible so we must create some sort of 'helper' field and use "formula" string\concatenate(helperfield, ' + ', addressStreet, addressCity)

                        Perhaps it possible to use attribute since we can use attribute in formula.

                        For example:

                        $concatenate = 'addressStreet' + 'addressCity'

                        $concatenate = 'name'

                      • rabii
                        rabii commented
                        Editing a comment
                        correct it is better to do it in formula as it is doable.
                        Thanks

                      • espcrm
                        espcrm commented
                        Editing a comment
                        Thank rabii, I guess helper field it is. I just don't like having too many 'redundant' field that why was hoping it possible with code .

                    • Hi guys,

                      I'm creating another custom copy attribute ( https://www.youtube.com/watch?v=MdaJIGxOWpU )

                      And having trouble linking relationship/ID. Not sure how to get it to work properly.

                      This time it using the "Case" entity (default entity), linking to a Custom Entity call Accounting.

                      In my case entity I have a Contact relationship linked, and I manage to get the ID of it (as a test I used the code: 'contactId': 'name', and can see the ID matches.

                      The problem is I can't get it to link automatically! I tried various way but no luck yet, would anyone be able to share a working version? I only copy/paste my current version, but I tried a various different style..

                      Code:
                      'accountings': {
                      'name': 'name',
                      // 'assetIDPrimary': 'assetId',
                      'contactId': 'contactId',
                      I can see that somehow Case automatic get added but not my other 2 Relationship. Once I can figure out the Contact I should be able to do the other...

                      Anyway here some screenshot for reference:

                      As you can see: the code works, I manage to copy name to name no problem. And Case automatic link which is good, but I want to automatic link my Contact as well.
                      Click image for larger version

Name:	image.png
Views:	399
Size:	40.8 KB
ID:	91254

                      Comment


                      • rabii
                        rabii commented
                        Editing a comment
                        have you tried contactsIds: 'contactsIds' as it is noted that you a many to many relationship with contact entity. Also please note that the way is done on latest version is defined on relationships on clientDefs. see https://github.com/espocrm/espocrm/b...count.json#L50

                      • espcrm
                        espcrm commented
                        Editing a comment
                        I most likely have tried it! But let test my luck again with it. And reporting back:

                        THANK YOU @rabii

                        That the magic... you have 2 "s"... I only did either
                        ContactsID
                        ContactIds

                        But didn't try ContactsIds!

                        With regard to the new code system, I'm too newbie to understand how to re-code it correctly. But the current code still seem to be working. And if it work for other field, then it should work for Ids/Relationship linking as well? Perhaps when the Boss update video tutorial I can follow that one.

                        For late reader. As usually I will usually post my success on my Learning Thread or Github page. Thank you.

                      • espcrm
                        espcrm commented
                        Editing a comment
                        I then try to link it to my Assets and it fail. This time I'm smarter to try with single s, double s but that fail too.

                        Initially I create a new varchar field and link it link that
                        'assetIDPrimary': 'assetId',

                        Which does nothing. So I went with create relationship and that fail too. I try again tomorrow but at least there some progress.

                    • Hello Guys
                      we have new video: How to use WebDAV with EspoCRM
                      Link to video: https://youtu.be/jz877XUuLYY​

                      In this tutorial we’ll walk you through:
                      - How to install DAV integration
                      - How to enable DAV integration
                      - How to set permissions
                      - How to map EspoCRM documents as drive on computer
                      Last edited by emillod; 07-03-2023, 11:55 AM.

                      Comment


                      • Hello Guys
                        we have new video: How to fetch client company information from GUS database (Polish government database)
                        Link to video: https://youtu.be/i153uTDtEv4

                        In this tutorial we’ll walk you through:
                        - How to install GUS integration
                        - How to activate GUS integration
                        - How to map fields
                        - How to create new account based on Tax Id​​

                        Comment


                        • Darja
                          Darja commented
                          Editing a comment
                          Hello,

                          Thank you for sharing this video tutorial! I'm very interested in the GUS integration for EspoCRM. Could you please provide more details on where I can obtain this integration?

                          Thank you!
                      Working...
                      X