Create records only in bottom panels

[jtubee]

Hi,

I need the only way to create a record (opportunity, budget, etc...) is within the account detail (bottom panels). Not in the list view of all entities or anywhere else. This should be the workflow for my trading team and the only way I've found to achieve this is by hiding the entity in the navigation bar, but then we lose the option to see a list of all records of the entity. Nor have I found a way to do it by role since you can only limit the action of creating in its entirety.

Is there any other option to do this?

EspoCrm version - 8.4.2
AdvancePack - 3.5.2
Sales Pack - 2.5.0

Thank you!

[rabii]

yes and it is very easy to do indeed. e.g for opportunity

1 - create Opportunity.js under custom/Espo/Custom/Resources/metadata/clientDefs and use the code below

{
    "createDisabled": true
}​ 

Clear cache > rebuild the system and it should hide the create button.
This will hide the create button on the Opportunity entity for all users including the admin (however if your visit yourdomain/#Opportunity/create then you will be able to see the create form).

Read more about metadata it will help you understand how to customise anything in the crm. https://docs.espocrm.com/development/metadata/

[jtubee]

Hello rabbi

It works but not with the code you show me in Opportunity.js, but with the same code inside Opposunity.json.

Anyway, It's easy as you said.

Thank you for your help!

[rabii]

you are welcome