Execute a formula with custom button

[shalmaxb]

How can I execute a formula (in this case ext/email/send) with a custom button in detail view. If not possible, could anybody provide the necessary action to achieve this. Thanks in advance.

[rabii]

not sure what is your use case, but the ext/email/send require first to create an email and then execute sending it. if you want to implement that on detail view who/where the email will be build ?

[yuri]

A Workflow with the manual trigger will do the job.

[heligonaut]

My solution has always been to create a hidden boolean field (default is "false"), then create a button that changes the field's boolean state to "true", the "true" state triggers the formula process at the end of which add a command to change the field's boolean back to "false".

Example:

ifThen(entity\isAttributeChanged('hiddenBooleanField')
    && hiddenBooleanField == true,
    $sendEmailButton = record\create(
        'Email',
        'from', 'email@address.mail',
        'to', emailAddress,
        'status', 'Draft',
        'isHtml', true,
        'parentId', id,
        'parentType', 'ParentType',
);
    ext\email\applyTemplate($sendEmailButton, 'templateIdNumber');
    ext\email\send($sendEmailButton);
    hiddenBooleanField = false;
);​ 

[shalmaxb]

heligonaut, thank you very much. This is, what I had been looking for.

[shalmaxb]

I tried, but I do not find the right code for the button action. Could you help again?

[eymen-elkum]

Start from here:

https://docs.espocrm.com/development/custom-buttons/

[shalmaxb]

Thanks @eymen, I followed everything I could find about buttons and actions. I understand every single example, but I don`t get, how an action is named, when it is different from putting a link to the button or open a Google search (as in the examples). Every action has another code/commands, that I merely don`t get.
I guess my javascript skills are simply too poor (if existent at all)

[heligonaut]

Simple example

actionMyActionForButton: function (data, e) {
    this.view.model.set('hiddenBooleanField', true);
    this.view.model.save();
    Espo.Ui.notify("Action OK!", 'success', 5000);
} 

[shalmaxb]

heligonaut, thank you very much again. I guess I do not have enough skills in javascript.....
I will try with this one, thanks again.

[shalmaxb]

I copied the code exactly from the espoCRM doc but I do not even get the button to appear. I always get the error "JSON syntax error". Here is my code for the button:

"menu": {
"detail": {
"buttons": [
"__APPEND__",
{
"label": "Fragebogen absenden",
"name": "fragebogenAbsendenButton",
"action": "fragebogenAbsendenAction",
"style": "default",
"acl": "edit",
"aclScope": "Software",
"data": {
"handler": "custom:fragebogen-absenden-action-handler"
},
"initFunction": "initManageFragebogenAbsendenAction"
}
]
}
}, 

I do not see anything wrong. Anybody does?

[yuri]

As the error message says, JSON syntax is invalid. There should not be the trailing comma, and your entire code should be wrapped into { ... }. https://docs.espocrm.com/development...p-right-corner

[shalmaxb]

The comma ist there, because there follows other code in the file Software.json. Because of that also no wrapping {....}, as there are already these wrapping (main) braces. Or do I understand something wrong?

[shalmaxb]

For few days I am trying (with the above help) to implement this in my custom entity, but do not get it to work. I acnnot see, if the button would be displayed, as the detal view does not open.
As I do not get it to work, I want to ask for pointing me to the direction, where I did something wrong.
So I will post all files involved.
My custom entity is named "Software". The action I want to execute is "fragebogen absenden" (fragebogen means questionnaire), which will be the attachment to send by mail.
The file custom/Espo/Custom/metadata/Resources/clientDefs/Software.json is already present, as there is some of the configuration of fields etc..
I want to display a button, which should execute a formula to send an email with an attachment.

My files:

custom/Espo/Custom/metadata/Resources/clientDefs/Software.json: I added this code

"menu": {
                     "detail": {
                             "buttons": [
             {
                "label": "Fragebogen absenden",
                "name": "fragebogenAbsendenButton",
                "action": "fragebogenAbsenden",
                "style": "default",
                "acl": "edit",
                "aclScope": "Software",
                "data": {
                       "handler": "custom:fragebogen-absenden-action"
                  },
                  "initFunction": "fragebogenAbsenden"
           }
       ]
  }
}

Handler: client/custom/src/software/fragebogen-absenden-action.js

Espo.define('custom:views/software/fragebogen-absenden-action', 'views/detail', function (Dep) {

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

                              this.addMenuItem('buttons', {
                                   name: 'fragebogenAbsenden',
                                   label: 'Fragebogen absenden',
                                   style: 'primary',
                                   acl: 'edit',
                                   action: 'fragebogenAbsenden'
                              }, true);
                        },

                            actionFragebogenAbsenden: function (data, e) {
                            this.view.model.set('hiddenBooleanField', true);
                            this.view.model.save();
                            Espo.Ui.notify("Fragebogen gesendet", 'success', 5000);
                            }
});

Formula in entity Software:

ifThen(entity\isAttributeChanged('hiddenBooleanFie ld')
&& hiddenBooleanField == true,
$sendEmailButton = record\create(
'Email',
'from', 'email@address.mail',
'to', emailAddress,
'status', 'Draft',
'isHtml', true,
'parentId', id,
'parentType', 'ParentType',
);
ext\email\applyTemplate($sendEmailButton, 'templateIdNumber');
ext\email\send($sendEmailButton);
hiddenBooleanField = false;
);

Thank you in advance.