How to display the related entity name in the EspoCRM Calendar?

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  • Thasuppeas
    Junior Member
    • Jul 2024
    • 1

    How to display the related entity name in the EspoCRM Calendar?

    I'm using EspoCRM and I'm trying to display the name of the related entity (e.g., Customer, Lead, etc.) in the calendar events. I've already made some changes to the calendar settings, such as setting the color of the events based on the appointment type, but I'm still not able to see the related entity name. merge fruit

    Could someone please provide guidance on how I can configure the calendar to display the name of the related entity for each calendar event? I'm looking for a solution that works across different entity types, not just for a specific one.
    Last edited by Thasuppeas; 08-27-2024, 10:12 AM.
  • victor
    Active Community Member
    • Aug 2022
    • 727

    #2
    The only thing that comes to mind is to use a formula for each specific Event type entity that is displayed in the EspoCRM calendar.

    For example, we can change the name of the Meeting entity so that each meeting has the same name as the Account (or Contact, or Lead) that is the Parent of the meeting:​
    Code:
    name = parentName;
    For all other entities with Event type, you can also apply this formula in Administration > Entity Manager > Entity_with_event_type > Formula > Before Save Custom Script.

    Otherwise, it will be necessary to make changes to the code for the entity Calendar and each entity with type Event (it is better to ask about this possibility in the developer support branch).

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