Automatically filled fields or automatically Entity

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  • Nina
    Junior Member
    • Apr 2021
    • 22

    Automatically filled fields or automatically Entity

    Hello,

    sometimes ESPO fills some fields automatically.

    For example:
    When I added contacts via Account (companys) (see image - Account_Contact.jpg).

    How can I define other automatically prefilled fields or entities?

    For example, if I use the plus in Calls in a lead (see image Lead_Call.jpg). Currently I always have to specify the lead by hand, even though I created the call within the lead.

    (I do not want to create a field with type "external reference" for this purpose, as I may want to adjust the data)

    Best regards

    Nina

    Last edited by Nina; 11-11-2021, 06:44 AM.
  • dimyy
    Active Community Member
    • Jun 2018
    • 569

    #2
    For each field you can define default value.

    Entity Manager -> Fields -> default
    Attached Files

    Comment

    • esforim
      Active Community Member
      • Jan 2020
      • 2204

      #3
      Hi, very hard to do in Administration. You have to write program code. Read here: https://forum.espocrm.com/forum/deve...to-tech-entity

      Comment

      • dimyy
        Active Community Member
        • Jun 2018
        • 569

        #4
        Hooks is method to modify data before or after save.

        When you open create entity form you don't see any values, defined in hook. Only after save.

        Comment

        • Nina
          Junior Member
          • Apr 2021
          • 22

          #5
          Hello,

          thank you very much for your help. I'm answering a bit late, because I didn't have time until now. :/

          Relations:
          Unfortunately I do not know anything about webhooks.
          I solved it now with a trigger in the database. I modify before and after save - is okay for me

          Filled fields:
          Are you sure this is a default value? I don't have any entry there.
          The fields are only filled for contacts when I try to add someone in the account. Where I prevent this I haven't figured out yet.


          Comment

          • item
            Active Community Member
            • Mar 2017
            • 1476

            #6
            Hello,

            telecastg have do : https://forum.espocrm.com/forum/deve...2many-to-child

            work like a charm
            If you could give the project a star on GitHub. EspoCrm believe our work truly deserves more recognition. Thanks.​

            Comment

            • Nina
              Junior Member
              • Apr 2021
              • 22

              #7
              thx <3 nice!!!!

              Comment

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