Video Tutorials - let me know what do you think

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  • esforim
    commented on 's reply
    Wow! I wouldn't have notice this. I thought, oh boy, time to play with code again! Boy was I wrong.

  • emillod
    replied
    Hello Guys,
    we have new video for you: How to create custom list layout for relationship panel

    In this tutorial we’ll walk you through:
    - Creating new contact and case for tests
    - Creating new custom layout
    - Adding new layout to relation

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: Advanced Pack introduction.
    In this tutorial we’ll walk you through:
    - Creating new flowchart
    - Creating trigger for a flowchart
    - Creating gateway
    - Creating action for flowchart
    - Linking blocks
    - Removing blocks
    - Triggering flowchart manually

    ​We want to publish whole series of videos about Advanced Pack features. We recommend to use it if you want to build automations for your EspoCRM
    You can purchase it on Advanced Pack (espocrm.com)

    Leave a comment:


  • emillod
    replied
    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​​

    Leave a comment:


  • emillod
    replied
    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.

    Leave a comment:


  • esforim
    commented on 's reply
    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.

  • esforim
    commented on 's reply
    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.

  • rabii
    commented on 's reply
    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

  • esforim
    replied
    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

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    Leave a comment:


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

  • esforim
    commented on 's reply
    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 .

  • rabii
    commented on 's reply
    correct it is better to do it in formula as it is doable.
    Thanks

  • esforim
    commented on 's reply
    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
    commented on 's reply
    You can do multiple field like below, assuming that we copy attributes from Account to related contacts:

    [CODE[
    return Dep.extend({

    relatedAttributeMap: {
    'contacts': {
    'billingAddressCity': 'addressCity',
    'billingAddressStreet': 'addressStreet',
    'billingAddressPostalCode': 'addressPostalCode',
    'billingAddressState': 'addressState',
    'billingAddressCountry': 'addressCountry',
    'id': 'accountId',
    'name': 'accountName'
    }
    }
    });
    [CODE]

    Not really sure if this will accept any javascript expression/function like you mentioned, i have tried it but didn't work. it is a mapping only between existing attributes.

    good luck

  • esforim
    commented on 's reply
    Thank you @rabii

    Can confirm that it worked with that syntax, so I have to use comma instead of semicolon. I can't get Meetings to work though. Maybe cause it a Parent-Children.

    Anyway, can you help with this part?

    Can I multi-field? For example:

    'addressStreet' & 'addressCity': 'name',

    And, special information? For example:
    {todaydate} & 'addressStreet' & 'addressCity': 'name',

    PS: I'll update the code in the learning thread slowly if anyone want to use it.
    Last edited by esforim; 11-14-2022, 03:55 AM.
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