- The Account entity has a bottom panel showing related Quotes.
- Each Quote contains multiple Quote Items
- I want to display the list of Quote Items (e.g., item name and amount) from all Quotes related to an Account inside a custom field in the Account entity
How to display Quote Item details (amount credited) in an Account field in EspoCRM?
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How to display Quote Item details (amount credited) in an Account field in EspoCRM?
In my EspoCRM setup:
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Such an ability is not available.
You can allow the Quote Items link to be available in the Accounts > Bottom Panels layout.
Create (or likely edit if it exists) custom/Espo/Custom/Resources/metadata/entityDefs/Account.json:
Code:{ "links": { "quoteItems": { "layoutRelationshipsDisabled": false } } }
Then the Quote Items panel will be available in the layout manager.
Note that it's not a 100% official feature. It may work not ideally.If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
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