Case close button

[Paulina]

Hello,
Would be nice to have Case "Close" button next to "Follow" button which would close a Case. Similar to Task entity where is the "Complete" button.

[rabii]

hey Paulina

You can achieve this easily on your instance, follow the steps below to achieve same thing on case.

1 - Create a file Case.json (if not exist) under custom\Espo\Custom\Resources\metadata\clientDefs\C ase.json and paste the code below (create all folders if they don't exist)

{
    "views": {
        "detail": "custom:views/case/detail"
    },
    "menu": {
        "detail": {
            "buttons": [
                {
                    "label": "Close",
                    "name": "setClosed",
                    "action": "setClosed",
                    "iconHtml": "<span class="fas fa-check fa-sm"></span>",
                    "acl": "edit"
                }
            ]
        }
    }
}​ 

2 - Create a record view detail.js (if not exist) under client\custom\src\views\case\detail.js and paste the code below (create all folders if they don't exist)

define('custom:views/case/detail', ['views/detail'], function (Dep) {

    return Dep.extend({

        setup: function () {
            Dep.prototype.setup.call(this);

            this.controlCloseButton();
            this.listenTo(this.model, 'sync', () => this.controlCloseButton());
        },

        controlCloseButton: function () {
            let status = this.model.get('status');

            if (['Closed'].includes(status)) {
                this.hideHeaderActionItem('setClosed');
            }
        },

        actionSetClosed: function () {
            this.model
                .save({status: 'Closed'}, {patch: true})
                .then(() => {
                    Espo.Ui.success(this.translate('Saved'));

                    this.hideHeaderActionItem('setClosed');
                });
        },
    });
});​ 

Once done, clear the cache and rebuild the system and you will have the new close button on the case.

Hope this helps

[rabii]

when copying from here the forum the code zill not be cleaned you have to review code to remove any extra caracter.

[ChrisSka83]

I don't think you understood what I meant.
It was about the double quotation marks
"fas fa-check fa-sm"

With this I always got an error 500

Only when I changed them to single quotes, no more error came.
'fas fa-check fa-sm'

[rabii]

i see sorry didn't get it. yeah that should be single quote or escape with double quote. thanks

[victor]

You can also create a button by creating a Workflow with Trigger Type Manual and Element Type Button. In Actions, you need to specify the required action:

[macistda]

Paulina

Advantage of that kind of Button by rabii, it is at the same Place and is able to change it's letters and colours etc and send an "Update" to e.g. Status-Fields.
The "easy" way from victor is a very well way, too, if you don't have a bit of "programming" skills.
So it is a question of skills and design, if you want to do more than one button. Personally I use both variants, depending on what that Button should do.

I was asked same way here: https://forum.espocrm.com/forum/gene...rmula-question

Both answers from rabii's as well as victor's are correct

[yuri]

Methods which avoid extending are always better. In the future, we may create a separate view class for Case. Our functionality won't work if the custom view extends 'views/detail'. Hence, such methods are not fully upgrade safe.

The view setup handler or workflow are better options.

[rabii]

you are right, i assume this only applies to entities from crm module hence extending should be done on the basis of existing views on the crm module. reason why extended 'views/detail' is simply because there is no current detail view for Case. will it be possible to provide a fallback view as default when extending ?

[Paulina]

Thanks for your suggestions. I will definitely use one

[ChrisSka83]

Hello everyone,
I need a little food for thought for the following code:

controlCloseButton: function () {
            let status = this.model.get('status');

            if (['Closed'].includes(status)) {
                this.hideHeaderActionItem('setClosed');
            }
        },​ 

I would like to insert an if not query.
Unfortunately, I can't get very far with a != here.
Does anyone have an idea of the best way to insert it?

[rabii]

what do you mean ?

[rabii]

You can just use

if (!['Closed'].includes(status)) {
    this.showHeaderActionItem('setClosed');
} 

[ChrisSka83]

I had already tried that.
But it only works halfway.
If the status is not Closed, the button is not displayed.
-> Correct so far.

But if the status is "Closed", I still don't get the button. It remains hidden.

and yes, cache cleared and rebuild triggered.
I also use the command via the console:
command.php update-app-timestamp

[ChrisSka83]

Damn, I stand corrected.
I found the mistake.
I wrote the name of my status differently than in the code. Then it can't work at all.
--> Closed was only an example here, my name is completely different.

But I have changed your code.
I'll hide the button with your code:

if (!['abholfertig'].includes(status)) {
                this.hideHeaderActionItem('setClosed');
            }​ 

[rabii]

it happens

[yuri]

JFI. It's possible to add such buttons with Manual Workflows from Advanced Pack.

[ChrisSka83]

Hy @yuri,
I really appreciate your work and find your CRM really mega.
But to add a button, 395 $ is really too much for me, because I don't need the other functions.

I also think it's better to get to know more of the background in order to understand the CRM better.

[yuri]

Just letting know for those who already uses Advanced Pack.

[yuri]

I recommend utilizing a handler instead of creating a custom view. Extending views should be a last resort.

We have this documented: https://docs.espocrm.com/development/custom-buttons/

[yuri]

Back to the topic. We have already the "Close" action in the menu.

[ChrisSka83]

I don't just use the button to close.
I have several buttons in several separate entities that execute several commands in different ways.

[yuri]

It doesn't require using custom views. Custom views are not recommended approach. Note that the topic is already hijacked, I answered to the initial post. It's the Feature Request category after all.

[yuri]

See the updated example for v8.1: https://github.com/espocrm/documenta...ist-edit-views. With new functions it's much easier now.