How to customize Lead edit form?

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  • cmamekem
    Junior Member
    • Mar 2021
    • 12

    How to customize Lead edit form?

    Hi!
    Please, I'm trying to customize EspoCRM client view of Lead in order to automatically select assigned teams (as connected user teams) and also set the campaign with the current one the user connected is working on.
    I tried to modify setup method in client/modules/crm/src/views/lead/record/detail.js file (first to set a default title) but nothing is rendered in edit form.
    Please how can I initialize the data rendered when a user create a Lead? How can I get data of the current user connected in client (his teams and campaigns he is actually affected to?)
  • emillod
    Active Community Member
    • Apr 2017
    • 1405

    #2
    Hello Sir,
    you can create hook or you can use formula. Here you have documentation: https://docs.espocrm.com/administration/formula/

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