How to display Quote Item details (amount credited) in an Account field in EspoCRM?

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  • Aswathi
    Junior Member
    • Nov 2024
    • 29

    #1

    How to display Quote Item details (amount credited) in an Account field in EspoCRM?

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ID:	118824In my EspoCRM setup:
    • 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
    ​​​
  • yuri
    Member
    • Mar 2014
    • 9075

    #2
    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
            }
        }
    }
    Clear cache.

    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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