Activities, History, Tasks not showing on Leads side panel

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • ryan@bwd
    Junior Member
    • Nov 2024
    • 17

    Activities, History, Tasks not showing on Leads side panel

    Hi,

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

    Thanks
    Ryan


  • lazovic
    Super Moderator
    • Jan 2022
    • 944

    #2
    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:
    Code:
    {
        "_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:

    Click image for larger version

Name:	image.png
Views:	28
Size:	49.7 KB
ID:	117037
    Last edited by lazovic; 04-25-2025, 08:29 AM.

    Comment

    • ryan@bwd
      Junior Member
      • Nov 2024
      • 17

      #3
      Thanks for the reply

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

      Comment


      • victor
        victor commented
        Editing a comment
        What information are you asking about?
    • ryan@bwd
      Junior Member
      • Nov 2024
      • 17

      #4
      HI victor - The following 'Can you please show the content of the {ESPO_DIR}/custom/Espo/Custom/Resources/layouts/Lead/sidePanelsDetail.json file?'

      Comment


      • lazovic
        lazovic commented
        Editing a comment
        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
      Junior Member
      • Nov 2024
      • 17

      #5
      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

      Click image for larger version

Name:	image.png
Views:	0
Size:	8.9 KB
ID:	117123

      Comment

      • victor
        Active Community Member
        • Aug 2022
        • 874

        #6
        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.

        Comment

        • ryan@bwd
          Junior Member
          • Nov 2024
          • 17

          #7
          Thanks victor. Tried the solutions from the other post but still not working???

          Comment

          • victor
            Active Community Member
            • Aug 2022
            • 874

            #8
            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.
            Last edited by victor; Today, 08:29 AM.

            Comment

            • ryan@bwd
              Junior Member
              • Nov 2024
              • 17

              #9
              I have added the below to /var/www/html/espo/custom/Espo/Custom/Resources/layouts/Lead/sidePanelsDetail.json
              Click image for larger version

Name:	image.png
Views:	0
Size:	9.6 KB
ID:	117150

              Then performed a rebuild (Administration > Rebuild)

              Nothing has changed

              Comment

              • victor
                Active Community Member
                • Aug 2022
                • 874

                #10
                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)
                Code:
                "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:
                Code:
                ,
                "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:
                ​​
                Code:
                {
                "_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.​
                Attached Files

                Comment

                • ryan@bwd
                  Junior Member
                  • Nov 2024
                  • 17

                  #11
                  Click image for larger version

Name:	image.png
Views:	0
Size:	7.7 KB
ID:	117160
                  Hi Victor, Yes we didn't have this extra line.

                  Do you have any other suggestions that we could try?

                  Comment

                  • victor
                    Active Community Member
                    • Aug 2022
                    • 874

                    #12
                    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.

                    Comment

                    Working...