Removing drop-down links from Bottom Panels

[jawaidk]

Hi,

I'm fairly new to EspoCRM, but liking it more every time I use it and tailor it for my needs.

I have created a couple of custom modules, which I have displayed as a bottom panel in the Account Details layout/screen. This all works fine and show me the data I require. However on each row within the bottom panels has a little dropdown arrow to the right of each entry - this I would like to remove, especially the unlink option.

I have had look through various posts and have tried adding "rowActionsView": "views/record/row-actions/relationship-no-unlink" in the custom/Espo/Custom/Resources/metadata/clientDefs/Account.json under the relationshipPanels and then under the relevant module section, cleared the cache and refreshed my browser, but the links are still there.

I am on version 8.4.2 (the latest I believe).

Any help/advice much appreciated.

Thanks

[Kharg]

Try to update the app time stamp

https://docs.espocrm.com/administration/commands/#update-app-timestamp

[cperdomo]

Estimad@s

Busco a alguien que me pueda apoyar en la implementación de EspoCRM.

fabricadigital.sv@gmail.com

Gracias

[jawaidk]

Thanks for the suggestion, tried it but still the same

[Kharg]

Are your custom modules created as “extensions” or from the UI? Can you share your metadata?

[jawaidk]

They were created from the UI.

Here is the metadata from the clientDefs/Account.json:

{
"relationshipPanels": {
"emails": {
"layout": null,
"selectPrimaryFilterName": null
},
"cPBXSummaries": {
"layout": null,
"selectPrimaryFilterName": null
},
"CInvoiceSummaries": {
"layout": null,
"selectPrimaryFilterName": null,
"rowActionsView": "views/record/row-actions/relationship-no-unlink"
}
}
}

The screen below (bottom panel on the Accoutn Detail Screen) is what I still see when I click on the drop down arrow, Ideally I would like to remove the link entirely, as the only way I want to enter the data is via an import.

[jawaidk]

Also is it possible to remove the + and ... from the Panel Header?

[jawaidk]

After playing about a bit, I have managed to sort it out. Here is a summary of what I did, just in case it helps someone else:

1. Ensured that in my Account.json in the custom/Espo/Custom/Resources/metadata/ClientDefs folder under relationshipPanels section, I had the correct link name (normally starts with a 'c' if you are using a custom module).
2. Added the following entries in the above file and section:

"notRefreshable": true,
"unlinkDisabled": true,
"viewDisabled": true,
"selectDisabled": true,
"readOnly": true

3. Did a Rebuild and cleared my browser cache.
4. What I noticed was if I logged in as a 'Standard' user with read only access to the module (set under Roles), then no links on the row were shown, and no '+' or '...' were shown in the panel header. But if I logged in as an Admin, then I would see them. So in my case I also set the admin role to be just read only for the relevant modules. This works for me, as the only way I want to populate these modules is using import or when I get around to it via API.

So glad I got things to work how I want. Liking EspoCRM even more, at the moment it is a big learning curve, but with using it more and more things will get easier.