Hello community. I am pretty new in Espo CRM, but i like it so much!
I found similar topics and tutorials related to this but looks like all of these solutions are outdated.. Would be great if someone can help me and also to others interested..
As title says i want to clone Opportunity to new one entity etc called ( Production ) which will share whole functionality of Opportunity.
Description of my requierements:
I have 5 phases in Opportunity and i would like to create clone of Opportunity where will be automatically ( in worse case also manually from admin panel ) added only all records which are already in Opportunity Phase 4.
So my new entity ( Production ) get all records from Opportunity Phase 4 and they will be added to Production Phase 1.
Then i create more unique phases for entity Production, add new fields and will be able to move to next Phase and display different info in Kanban etc.
Is something like this possible? Or what is the best way how to solve this need please?
Thanks a lot!
I found similar topics and tutorials related to this but looks like all of these solutions are outdated.. Would be great if someone can help me and also to others interested..
As title says i want to clone Opportunity to new one entity etc called ( Production ) which will share whole functionality of Opportunity.
Description of my requierements:
I have 5 phases in Opportunity and i would like to create clone of Opportunity where will be automatically ( in worse case also manually from admin panel ) added only all records which are already in Opportunity Phase 4.
So my new entity ( Production ) get all records from Opportunity Phase 4 and they will be added to Production Phase 1.
Then i create more unique phases for entity Production, add new fields and will be able to move to next Phase and display different info in Kanban etc.
Is something like this possible? Or what is the best way how to solve this need please?
Thanks a lot!
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