Real Estate Extension - Property Matching

[mlmcvinney]

Hi
I have added some fields in the "Request" entity do I also need to add the same fields to the "Property" entity? Also, when I go to administration>real estate>property matching...it only allows me to match specific fields (Square Foot, Year Build, Bedroom Count, etc). How can I add the new fields to match?

Thank you for any help!

Mike

[espcrm]

That "Matching" is linked how your field get shown, you can create a new field call "Land Size" and have it shown only when you choose "Land" under property matching.

To create new field, just go to Admin > Entity Manager > Real Estate Property > create new field
Go back to Property Matching and choose Land to only only "Land Size" because Land shouldn't have Bedroom Count, etc.

All Property Matching does is to Show/Hide field when you choose Property Type.

As for the Request system, I don't use it so can't help you.

[mlmcvinney]

Hi,
I just tried that without success. I also cleared the cache which didnt help either. It only shows the original few fields for matching. Maybe there is a step that I am missing?
than you!

[espcrm]

Hi mlmcvinney , not sure if this is what you want, but all it does is show and hide field. Here is a screenshot as proof of concept. If this is what you want I can see if there is a way to fix your system.

By changing the property "Type" my field appear and disappear. Most of the time I only use House (Separate House), Vacant Land and Commercial (Office, etc)

And make sure you add these in the layout field else it won't show up, non-default field I added are: Population, House Size and Floor or was it Floor Count.

[espcrm]

And one more attachment since 5 per post only.

[espcrm]

Update: Thinking about this a little more, I decided to play with a feature I never used before: Property Matching. It is quite interesting but I don't know how to make use of it yet. The screenshot here recommend to use API: https://www.espocrm.com/extensions/real-estate/

I created one manually as a test and it seem to work well. I might use this as a filter system in the future though. Here a system of proof of concept in the screenshot.

I also played with the Opportunity, quite interesting but might be too confusing for me to use, I probably get lost in it.

[mlmcvinney]

Hi,
Thank you for your help!
In Entity Manager>Property>Fields>Type...I added Mobile Home Park since I have been doing a lot with them for my CRE investment clients.
In Entity Manager>Property>Fields...I created a enum field called "Septic".
In Layout Manager>Properties>Details...I added the field "Septic"
I go to Administration>Real Estate>Property Matching...scroll to Mobile Home Park and dont see the field as an option. Pictures attached.

Thank you

Mike

[mlmcvinney]

I clicked on the Rest API link and it went to a 404 page...

[mlmcvinney]

Do I also need to create or add the same field to Entity Manager>Request and Layout Manager>Request?

[mlmcvinney]

Update: I created a integer field called "Test Integer" and a float field called "Test Float"...those showed up in the Admin Property Matching panel. The other fields I tried didnt show up. From your screen shots it looked like you did it with an Enum field.

[espcrm]

Oh I see your issue now. I guess I overlooked it.

Yes I think only two type of field is available as the option (I believe it code that way to be compatible with the Request feature). Integer and Float(?), I believe I previously mention this is one of my old post but it been so long I totally forgotten about it.

You probably have to look for the coding and edit it if you want to expand it.

One method I think will work as a work around: Use Conditions making field visible (click the Edit at the very bottom when you open a Edit field)

As for the Enum field, I didn't create any new one, only used the default Enum field call "Type" in RealEstateProperty

[mlmcvinney]

Ok, that makes sense...the conditional formatting works! Would've made it easier to do it through property matching. Thank you a ton for all of your help!

[espcrm]

Anyone else use this extensions? Recently I just notice that my Contact (request type) get reset to Blank after that I save, change screen and look at them.

That drop down list after adding the Contact to a Properties.

Not sure if this is a bug or it just me.

Using EspoCRM v6.0.3 and extension version real-estate-1.4.0

The field is created by the extension here: #Admin/fieldManager/scope=Contact&field=propertyRole