Projects Custom Fields

[florian]

Hey,

i look for a a solution i can Link contacts with projekts an give them a role in the project. It seem that ist is equal to the solution logic-gate is looking for.
Linking contacts to project is no problem. But how i can fix the issue to give them a role in the project. The Link between project and contacts is mans-to-many, because contacts can be part of many projects an it is possible that the contacts have different rols in the projects.

Hi,

Currently there's no the ability to create fields in relationship tables via the UI.

It's not possible to include Contacts in Members. The project members relationship quite a comprehensive feature and it works only for users by design.

yuri : Is there an solution without the UI? How?

Thank you !!!
Florian

[logic-gate]

Cheers Yuri,

All is working now.

[yuri]

Please try v1.1.10. The Tasks panel should appear.

> Is there a way to increase the number of allowed tabs? Because it seems that it is fixed to 3.

You can drag the Tab-break from the right column to the layout.

[logic-gate]

Hey,

Cheers Yuri.

We went with a different idea by creating a new Entity called ProjectRole. Added a many-to-one relation to contacts and a many-to-one relation to Projects. Then linked them to the bottom panel in Projects. It works, but we seem to have faced another issue with the bottom panel. We lost the Tasks tab. Even resetting it to default wont get it back.

Is there a way to increase the number of allowed tabs? Because it seems that it is fixed to 3.

[yuri]

Hi,

Currently there's no the ability to create fields in relationship tables via the UI.

It's not possible to include Contacts in Members. The project members relationship quite a comprehensive feature and it works only for users by design.

[logic-gate]

Greetings fellow Espo's.

We are trying to create Shareholder fields with roles designated to them in the Project detail layout. These shareholders are `contacts` outside our organization; as in not users.

We created a relationship in the Entity manager to link contacts to the project detail layout. Since we are linking multiple contacts, we cant simply use a text field to designate roles. Assume you add 5 contacts, you'll need to manually add 5 text fields from the entity manager.

Option 1: Is there a way to enumerate the creation of text fields based on the number of linked contacts?
Option 2: Can we expand the Team tab(members) to include contacts and users rather than users alone?
Option 3: Is there a way to create a combined field structure that creates a many-to-many relationship and a singular text field beneath it for every linked contact?

Is there another way to achieve what we want other than the options?

Example screenshot.