All Fields Layout?

[Mike.c]

Hi, New to EspoCRM and so far impressed. What I need is an "all fields" layout for accounts and contacts. I've got various fields I've added, legacy stuff relating to where the data came from etc. I don't want to litter the day to day detail screen with them, but would like some way to view all fields.

I can't see any such layout, or a way to ceate a layout other than a list (that would helpful). Are there any extensions that do this? What would be the to creating an extension that created an "All Fields" button on the detail view that then popped up a layout with all fields?

Thanks!

[jeffreysgrossman]

Hi Mike,

I am not 100% sure I am tracking but if I am it sounds like you want a way to have fields show up only if say a Boolean button is checked to show all fields. So that without that checkbox being checked the user only sees say 10 of the total 30 felids available. If this describes what your trying to do you can achieve this.

You can do that with the visibility setting on each field you want to stay hidden untill the Boolean button is checked.

So here you have a field called: Show only if Boolean is checked.

Then we also create a Boolean field:


Then you need to set the visibility to be dynamic and show the "show only if boolean is checked" field if the Boolean is true.

You would need to do that same thing to all the fields you want to only show if that Boolean field is checked.

You would need the fields to be on the detailed layout:

However it would only show all fields to the user if they check the check box. It would hide them if they uncheck the checkbox. The data would stay in the fields it is just the visibily you are changing. You can also do the same for read only if you need that.

Hope this helps. Might not be what your after and if not no worries. If it is great.

Thank You
Jeff

[jeffreysgrossman]

almost forgot: you can also set the visibility of the show all fields to certain users or teams. So that control can be controlled as well.

[shalmaxb]

You also can put the fields, which should be displayed under certain conditions only all together in one panel and display that panel conditionally. Then you will have a lot less work, if you want to hide many fields.