How to add a panel, such as "Documents", "Cases" to Lead entity?

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  • RGF
    Member
    • Aug 2016
    • 38

    #1

    How to add a panel, such as "Documents", "Cases" to Lead entity?

    Hello,

    Tell me please, how to add a panel, such as "Documents", "Cases" (see screenshot) to "Lead" entity. Also, how to make a similare panel with custom fields set for custom module?

  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9616

    #2
    Hi,

    Administration > Layout Manager > Leads > Relationships

    You need to have a relation. You can create new relations in Entity Manager.

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    • RGF
      Member
      • Aug 2016
      • 38

      #3
      Thanx a lot!

      Is Relationship "Documents" for new module (Administration > Layout Manager > Project > Relationships)
      created by adding strings to file application\Espo\Modules\PM\Resources\metadata\entityDefs\Project.json

      {
      "fields":{
      .........................
      },
      "links":{
      .......................
      "documents": {
      "type": "hasMany",
      "entity": "Document",
      "foreign": "documents"
      },

      ..................
      }
      ?

      And how to make a similare panel for custom module with own fields set (columns)?
      Last edited by RGF; 08-09-2016, 01:43 PM.

      Comment

      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9616

        #4
        1. Create relationship.
        2. Configure List (Small) layout for your custom entity.
        3. Edit Relationships layout of parent entity.

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        • RGF
          Member
          • Aug 2016
          • 38

          #5
          Thank you!

          Comment

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