Parse imprint to create account or contact

[philzo]

Hello,
when creating an account or a contact, I find it tedious to populate each field manually.
In my previous CRM I simply used to click "Create Account from Clipboard" and the system would attempt to parse the free text into the respective field.
This works especially well when copying the imprint text from a website.

Cheers,
Phil

[rabii]

Which CRM you used before ?

I think you ca build such feature using this

https://docs.espocrm.com/development/metadata/client-defs/#modeldefaultspreparator

[philzo]

Thanks Rabii,
I will investigate what the ModelDefaultsPreparator does.
We used to use Cobra CRM but I prefer EspoCRM

[philzo]

Hi Rabii,
do you know if this is this how the ModelDefaultsPreparator is to be used?

../clientDef/Account.json

"modelDefaultsPreparator": "create-from-clipboard-module:defaults-preparator",

../src/defaults-preparator.js

define('create-from-clipboard-module:create-from-clipboard-handler', ['handlers/model/defaults-preparator'], (Dep) => {
  return class extends Dep {
    prepare(model) {
      model.name = "Company Name.. Will be fetched from Clipboard";
      return Promise.resolve(model);
    }
  };
});​

[rabii]

Hey,

You can access model attributes as model.attributes.attribueName and promise needs to resolve the attributes see the class here

https://github.com/espocrm/espocrm/blob/6d9fe6b69f0df7eb709f66d6923e14007d2a29a0/client/src/handlers/model/defaults-preparator.js

This is how it could be used

define('create-from-clipboard-module:create-from-clipboard-handler', ['handlers/model/defaults-preparator'], function (DefaultsPreparator) {

    return DefaultsPreparator.extend({
      
      prepare: function(model) {
          const name = model.attributes.name;
          name = "Company Name.. Will be fetched from Clipboard";
          
          const attributes = {};

          
          attributes.name = name;
          
          return Promise.resolve(attributes);
      }
      
    });
});​ 

I hope this helps