Video Tutorials - let me know what do you think

[emillod]

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

[Ashif Malayil]

I have tried this but when i'm creating a Sales order from Opportunity I'm not able copy the field values to Sales orders. In clientDefs Opporotunity.json there is no Sales order in Relationship Panel. What should be the relationship of Opportunity to Sales Order? How can i fix this?

[emillod]

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

[emillod]

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

[emillod]

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

[emillod]

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

[emillod]

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

[dreginald]

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

[esforim]

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.

[dreginald]

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>

[bandtank]

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.

[dreginald]

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

[esforim]

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

https://www.youtube.com/watch?v=MdaJIGxOWpU

For example this is my current working code.

        relatedAttributeMap: {
            'opportunities': {
                'addressStreet': 'name',
            },​

Can I do something like this? (I will get an error!)

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

And follow up question, is it possible to add 'non-field'? For example: {todaydate}

        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:

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

[esforim]

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

https://forum.espocrm.com/forum/general/54706-learning-espocrm-and-design?p=83754#post83754

[shalmaxb]

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

});
});

[esforim]

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!

[esforim]

I just can't understand it:

Seem OK to me... why are you like this Syntax? (Screenshot deleted because Forum restrict to 5)

Maybe like this:

Maybe I try , comma


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


Maybe I try it within the field?

---

Yeah, all fail as I try other variation.

[esforim]

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]

correct it is better to do it in formula as it is doable.
Thanks

[esforim]

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 .

[esforim]

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..

'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.

[rabii]

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]

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.

[esforim]

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.

[emillod]

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

[emillod]

Hello @espcrm, are you using the newest version of EspoCRM? If so and you still have issue, please contact us through ticket.

[esforim]

Hi emillod, I'm esforim now. Terrible new name. I have send a ticket and we continue on there. Was hoping to see other Forum User reporting the same issue then I know it just not me.

[emillod]

esforim - no problem. Please check the demo and let us know if you have any troubles

[emillod]

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

[Darja]

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!

[emillod]

Darja you can contact us via email.