Creating a Custom Dashlet

[seandakid]

Hello. I want to create custom dashlet based on the LEAD status. I would like to display it much like OPPERTUNITIES display, with listing the Name of the status and the number of leads within that status. I looked around but have not seen much documentation on how to create a custom dashlet. Any pointers?

[seandakid]

Please disregard. https://docs.espocrm.com/development...ate-a-dashlet/

[Aleksey]

You can use the documentation you posted and get examples of chart dashlets at
/application/Espo/Modules/Crm/Controllers/Opportunity.php (see getActionReportByLeadSource() definition)
as well as
/application/Espo/Modules/Crm/Services/Opportunity.php (see reportByLeadSource() definition)

You should overwrite the /custom/Espo/Custom/Controllers/Opportunity.php file with the getActionReportByLeadStatus() function to get the JSON data for the chart.

You also need to place the JS file in /client/custom/src/views/dashlets/opportunities-by-lead-status.js using /client/modules/crm/src/views/dashlets/opportunities-by-lead-source. js as an example.

Finally, you need to add /custom/Espo/Custom/Resources/metadata/dashlets/OpportunitiesByLeadStatus.json using the files you can find in /application/Espo/Modules/Crm/Resources/metadata/dashlets/ as examples.

In your case, you should use Lead scope and file names instead of Opportunity.