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

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • RGF
    Member
    • Aug 2016
    • 38

    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
    Member
    • Mar 2014
    • 8440

    #2
    Hi,

    Administration > Layout Manager > Leads > Relationships

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

    Comment

    • 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
        Member
        • Mar 2014
        • 8440

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

        Comment

        • RGF
          Member
          • Aug 2016
          • 38

          #5
          Thank you!

          Comment

          Working...