Conditionally disable the ability to create/edit entities

[kacper]

I have entity A with field "Status". This entity has relation to entity B.
Is it possible to disable create and edit B entities related to entity A when A.Status is different from "Active"?

[lazovic]

Hi kacper,

You can use the API before-save script which will throws a Conflict exception: https://docs.espocrm.com/administrat...ethrowconflict.

To do this, go to Administration > Entity Manager > your entity B name > Formula > API Before Save Script and paste the following formula script:

// IMPORTANT: change entityA part to your entity A name in all the coincidences

$entityAStatus = record\attribute('EntityA-name', entityAId, 'status'); 

if (entity\isNew() && $entityAStatus != 'Active') {
    recordService\throwConflict("You can't create new entity B record when entity A status is different from Active.")
}

if (entity\isNew() == false && $entityAStatus != 'Active') {
    recordService\throwConflict("You can't edit this record when entity A status is different from Active.")
}

[kacper]

Hi, thanks for the answer. I wrote custom validation in PHP code for that, but I also want to disable ability to create and edit EntityB from the list in EntityA. As below. Is it possible with native Espo functions or should I modify this manually?

[zerosix]

You can establish a sub-team with distinct roles (can't add entity B). If the status is active, the record should be assigned to the sub-team; otherwise, it should go to the main team.

[victor]

kacper,

Based on your last screenshot and detailed explanation of the functionality you want, you can to do the following:

1. In Administration > Entity Manager > Entity A > Layouts > Bottom Panels > Enabled click on the pencil that involves editing:

2. And > Field.



3. In the list of fields, select Status. After that, set the Status field equals to the Active option.



After saving the settings in Entity A, the Bottom Panels for Entity B will be displayed only when the record Status in Entity A is Active.



If the record status in Entity A is Inactive, then the panel for Entity B will not be displayed.