Activities, History, Tasks not showing on Leads side panel

[ryan@bwd]

Hi,

Activities, History, Tasks are not showing on any Leads side panel? See screenshot

Thanks
Ryan

[lazovic]

Hi ryan@bwd,

Can you please show the content of the {ESPO_DIR}/custom/Espo/Custom/Resources/layouts/Lead/sidePanelsDetail.json file?

By default, this file either shouldn't exist at all, or it should contain something like this:

{
    "_delimiter_": {
        "disabled": true
    },
    "default": {
        "index": 0
    },
    "convertedTo": {
        "style": "success",
        "index": 1
    },
    "activities": {
        "index": 2
    },
    "history": {
        "index": 3
    },
    "tasks": {
        "index": 4
    }
}

You can also check the Side Panels layout setting for the Lead entity in the Administration:

[ryan@bwd]

Thanks for the reply

Sorry to sound dumb, but where do I find this info?

[victor]

What information are you asking about?

[ryan@bwd]

HI victor - The following 'Can you please show the content of the {ESPO_DIR}/custom/Espo/Custom/Resources/layouts/Lead/sidePanelsDetail.json file?'

[lazovic]

You need to go to this path on your server and open the file. Instead of {ESPO_DIR}, insert the server directory where your EspoCRM instance is located (this could be, for example, path /var/www/html/espocrm).

[ryan@bwd]

Hi victor & lazovic

We have changed the json file to show the same as the screenshot above. We still sren't able to see the Activities, Tasks & History fields in the Side Panel

[victor]

ryan@bwd,

Most likely, the solution to your problem has already been described on the forum: https://forum.espocrm.com/forum/gene...435#post106435.
Please note that that topic is about Opportunity, while yours is about Lead.

[ryan@bwd]

Thanks victor. Tried the solutions from the other post but still not working???

[victor]

Maybe you simply didn't do a Rebuild after saving the changes to the files.

Please describe, with screenshots, exactly what steps you took. It is advisable to describe it in as much detail as possible.

[ryan@bwd]

I have added the below to /var/www/html/espo/custom/Espo/Custom/Resources/layouts/Lead/sidePanelsDetail.json


Then performed a rebuild (Administration > Rebuild)

Nothing has changed

[victor]

You only completed two of the three required steps. I'll duplicate the post with the solution (the original post is really hard to read):

Somehow in the file /var/www/html/fo/custom/Espo/Custom/Resources/metadata/clientDefs/Opportunity.json you had the line specified (screenshot 1)

"sidePanels": []

ryan@bwd, if you don't have such a line, then this solution won't work for you.

The issue was resolved by performing the following steps:
1. In the file /var/www/html/your_instance_name/custom/Espo/Custom/Resources/metadata/clientDefs/Opportunity.json delete:

,
"sidePanels": []

After saving the changes, this file should look like screenshot 2.

2. In the file /var/www/html/your_instance_name/custom/Espo/Custom/Resources/layouts/Opportunity/sidePanelsDetail.json change all data to:

{
"_delimiter_": {
"disabled": true
},
"default": {
"index": 0
},
"activities": {
"index": 1
},
"history": {
"index": 2
},
"tasks": {
"index": 3
}
}​​​

As shown on the screenshot 3.

3.Make Rebuild and refresh page with your Opportunity records.

[ryan@bwd]

Hi Victor, Yes we didn't have this extra line.

Do you have any other suggestions that we could try?

[victor]

Put your your_instance_name/custom/Espo/Custom in a zip archive and attach it to your next message as an attachment. Without analyzing your Custom folder I can't help you.

[ryan@bwd]

Hi victor is the attached what you are after?

[lazovic]

ryan@bwd,

Please try to remove the "sidePanels": [], line from the Custom/Resources/metadata/clientDefs/Lead.json file and make a rebuild.

[ryan@bwd]

lazovic perfect!! that has worked.... Thanks

Thankyou victor for your time & help too!