No activities on the Leads screen

[Nuno Lopes]

In the accounts, contacts objects, when viewing an account and a contact, the related meetings and tasks objects appear, but when opening a lead, the related meetings and tasks do not appear. Side Panel Detail disappeared. From one moment to the next it stopped appearing, the layouts were removed, the original settings were restored, but it remained the same.

[emillod]

Hello Sir,
it's possible that you have removed this panel. Please look at the demo to check how it's configured:
Layout Manager (espocrm.com)

[victor]

Nuno Lopes,

Also, please tell me if you made any changes to the EspoCRM files? If there were no customizations, then in Administration > Entity Manager > Lead > Layouts > Side Panels (Detail), with the settings as in the screenshot below (or by the link given by emillod), you should have everything displayed correctly.


Also, if you have all the settings as in the screenshot and you did not make any customizations in the EspoCRM files, then just in case, make Rebuild in Administration > Rebuild. Go to any record in the Lead entity and refresh the page.

[mariom]

I have the same problem, but with accounts, cases and opportunities.
I never edited any EspoCRM file.
In Side Panels (Detail) it looks like this:

[Fraeck]

I have the same problem with opportunities (picture 1). In Accounts for example the side panels are still visible (picture 2). I also can not choose any Side panel Fields:


It appeared first with my account yesterday and after the 8.2.4 update today also with other accounts. I noticed that, before the Espo update the Side panel order at the opportunities has been different at my colleagues account before it also disappeared after the update.

We only use the advanced pack and never edited files.

Maybe the version change just triggered a browser Cache refresh and the difference in the side panel display on the different accounts has nothing to do with the problem?

[victor]

Nuno Lopes, mariom, Fraeck,

Please tell me from which EspoCRM versions did you upgrade?

I haven't be able to reproduce your error yet. The visibility of Activities, History and Task in Side Panel (Detail) disappears only when I drag for example Actions from "Enabled" to "Disabled" or specify in sidePanelsDetail.json:

"activities": {
        "disabled": true​

In any case, you can try three proposed solutions, each of which works as it should:

1. Delete /var/www/html/your_instance_name/custom/Espo/Custom/Resources/layouts/Opportunity_or_your_different_entity/sidePanelsDetail.json.
2. Press button Reset to Default in Administration > Entity Manager > Opportunity_or_your_different_entity > Layouts > Side Panels (Detail).
3. In file /var/www/html/your_instance_name/custom/Espo/Custom/Resources/layouts/Opportunity_or_your_different_entity/sidePanelsDetail.json replace the existing code with:

{
    "_delimiter_": {
        "disabled": true
    },
    "default": {
        "index": 0
    },
    "activities": {
        "index": 1
    },
    "history": {
        "index": 2
    },
    "tasks": {
        "index": 3
    }
}​

[Fraeck]

Hi Victor,

we checked the SidePanelsDetail.json already. We deleted them, inserted the content from accounts as you described and also pressed reset to default several times. We always cleared the cache, pressed rebuild and still didn't get the fields back.

Is it possible that we are blocking something here by creating a "link Multiple" Relationship in the opportunity modul that prevents the backend from reading the sidePanelsDetail.json correctly?

[eymen-elkum]

Have you checked the permissions, you need to allow Activities on role.

Check them if the issue accurs only for regular users

[Fraeck]

Hi, the permissions are okay and haven't changed. And it started only with my account but now all have the problem. Is there another place to check permissions the in the roles or user management directly?

And since the side panels for acocounts work, this should be a specific problem for the Opportunites.

[Fraeck]

Problem solved by:

Somehow in the file /var/www/html/fo/custom/Espo/Custom/Resources/metadata/clientDefs/Opportunity.json you had the line "sidePanels": [] specified (screenshot 1).

The issue was resolved by performing the following steps:

1. In the file /var/www/html/your_instance_name/custom/Espo/Custom/Resources/metadata/clientDefs/Opportunity.json delete:

,
"sidePanels": []

1. In the file /var/www/html/your_instance_name/custom/Espo/Custom/Resources/layouts/Opportunity/sidePanelsDetail.json change all data to:

{
"_delimiter_": {
"disabled": true
},
"default": {
"index": 0
},
"activities": {
"index": 1
},
"history": {
"index": 2
},
"tasks": {
"index": 3
}
}


As shown on the screenshot 3.

1. Make Rebuild and refresh opportunity page

[mariom]

Wonderful hints, thank you so much. Problem is solved 😊