Video Tutorials - let me know what do you think

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  • emillod
    replied
    Hello Guys,
    we have new video for you: How to use if and else in BPM formulas
    Link to video: https://youtu.be/GwfAFbcTiLc

    In this tutorial we’ll walk you through:
    - How to create new BPM Flowchart
    - How to use IF condition
    - How to configure action in BPM Flowchart

    Leave a comment:


  • emillod
    commented on 's reply
    Hello
    Yeah, you're right. You can put there whatever you want and it'll not be stored in database. It's great thing for various scenarios. For example we wanted to print information on contract PDF generated by EspoCRM who generated this document(name of user). We simply created notStorable field and it worked like a charm Now you can use template helpers in pdf's, but then it was not available as far as i remember.

    We're also assigning specific tasks to SalesOrders and in sales order there is a field which is notStorable. That field calculate ballance for a client based on assigned tasks. I hope now it's clear for you

    FieldProcessing is a directory where you have to put whole login for notStorable field Before version 7 whole login for notStorable field was in Service, but now it's in FieldProcessing.

  • item
    commented on 's reply
    Hello Emil.. notStorable fields is not in my knowledge..
    but if is resume.. it's a calculeted field without in database ?

    What do you mean with "FieldProcessing" ?

    Best Regards

  • emillod
    replied
    Hello Guys,
    we have new video: How to use notStorable fields in EspoCRM
    Link to video: https://www.youtube.com/watch?v=TsjNVOggVWw

    In this tutorial we’ll walk you through:
    - How to create new notStorable field
    - How to add field to Layout Manger in GUI
    - How to make field readOnly
    - How to create FieldProcessing for notStorable field
    - How to map FieldProcessing script
    - How to create notStorable address field
    - How to create FieldProcessing for address field based on address added in linked Account
    - How to add field to Layout Manager through files

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    Google planning to secure their products, and they'll limit login possibilities from external applications. Here you have source article:
    Starting January 2025, less secure apps, third-party apps, or devices that have you sign in with only your username and password will no longer be supported for Google Workspace accounts. For exact


    Because of that, we decided to create new video: How to use Gmail mailbox with App Password in EspoCRM
    Link to video: https://youtu.be/WN9l5VWjUTw

    In this tutorial we’ll walk you through:
    - Intro
    - How to create new Personal mailbox in EspoCRM
    - How to create Google App Password
    - How to revoke Google App Password

    Leave a comment:


  • emillod
    replied
    Originally posted by quentin

    i have create same but how see password after ?
    You have to add password field to Layout Manager. Then you'll be able to use that field. There is no such functionality like displaying password which was entered before and saved.
    You can do it through code(you can use it with ORM) or you can open Developer console in browser, go to network, track the one with id of your record and there you'll be able to check password. If you need something like displaying password, it'll require additional coding. You can hire developer on forum.

    Leave a comment:


  • quentin
    replied
    Originally posted by emillod
    Hello Guys,
    we have new video for you: How to add Password field in EspoCRM
    Link to video: https://youtu.be/jsAlr5yAUNo

    In this tutorial we’ll walk you through:
    - How to create password field
    - How to add password field to detail view
    - How to test password field
    i have create same but how see password after ?

    Leave a comment:


  • DamienOD
    replied
    Thanks for all your awesome videos Emillod, they are so helpful
    Keep up the good work.

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to use Google Fonts 1.0.0 extension
    Link to video: https://youtu.be/OTlmRv-GNeY

    In this tutorial we’ll walk you through:
    - How to install Google Fonts extension
    - How to download custom font from Google Fonts
    - How to download Google Fonts extension
    - How to create PDF template with custom font
    - How to add custom font to EspoCRM
    - How to add translation

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we have new video for you: How to use Shipping Manager extension in EspoCRM
    Link to video: https://youtu.be/oSyxV23u5pE

    In this tutorial we’ll walk you through:
    - How to download extension
    - How to install extension
    - How to add new entities to Tab List
    - How to add Location
    - How to create Parcel
    - How to create Packages
    - How to change Package status
    - How to set status for more than one Package

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    here you have new short tutorial: How to add new type of phone number
    Link to video: https://youtu.be/S-o2ZBnDIMM

    In this tutorial we’ll walk you through:
    - Introduction
    - How to add new type in Administration section

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    We have new video for you: How to create beforeSave hook in EspoCRM v7
    Link to video: https://youtu.be/LK5H-qOITNs

    In this tutorial we’ll walk you through:
    - Intro
    - How to prepare hook which will add date to description field
    - How to define conditions for hooks
    - How to fetch data from other record through hook

    Leave a comment:


  • rabii
    commented on 's reply
    good job

    keep it up

  • emillod
    replied
    Hello Guys,
    It's been a while. We are back to you with a new video

    How to create global filters in EspoCRM v7
    Link to video: https://youtu.be/BYllS-6_xdE

    In this tutorial we’ll walk you through:
    - How to create global filter which will show records with specific status
    - How to add translation for filter
    - How to specify style for filter
    - How to create filter which will show records assigned to specific account
    - How to specify default filter for entity

    Leave a comment:


  • emillod
    replied
    Hello Guys,
    we released new video: How to manage cleanups in EspoCRM
    Link to video: https://youtu.be/yyHWDPwAC60

    In this tutorial we’ll walk you through:
    - How to check available cleanups params in EspoCRM
    - How to setup params in config file

    Leave a comment:

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