How to hide assigned user/team in accounts?

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  • bandtank
    Active Community Member
    • Mar 2017
    • 379

    How to hide assigned user/team in accounts?

    I'm trying to figure out how to remove (or at least hide) the panel in the accounts tab that shows the assigned user and team(s). My users will be confused by this because it makes no sense for our business model and the default assignment of the current user is not good either. I figured out that if I simply delete the team and assigned user definitions from the entityDef file for Account, the items will go away, but then I'm left with this empty panel on the right:

    Click image for larger version

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    It looks fine in the detail view because two other fields are present:
    Click image for larger version

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    I can't figure out how to hide those fields in the Entity Manager or Layout Manager. There doesn't seem to be an option for that panel anywhere. I want to do the same thing for Contacts as well.
  • bandtank
    Active Community Member
    • Mar 2017
    • 379

    #2
    For anyone who wants to do something similar, you have to delete the following lines out of Account.json (and Contact.json if applicable):

    Code:
    diff --git a/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Account.json b/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Account.json
    index ed2c22d..78dc74b 100644
    --- a/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Account.json
    +++ b/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Account.json
    @@ -155,14 +155,6 @@
                 "readOnly": true,
                 "view": "views/fields/user"
             },
    [COLOR=#FF0000]-        "assignedUser": {
    -            "type": "link",
    -            "view": "views/fields/assigned-user"
    -        },
    -        "teams": {
    -            "type": "linkMultiple",
    -            "view": "views/fields/teams"
    -        },[/COLOR]
             "targetLists": {
                 "type": "linkMultiple",
                 "layoutDetailDisabled": true,
    @@ -197,16 +189,6 @@
                 "type": "belongsTo",
                 "entity": "User"
             },
    [COLOR=#FF0000]-        "assignedUser": {
    -            "type": "belongsTo",
    -            "entity": "User"
    -        },
    -        "teams": {
    -            "type": "hasMany",
    -            "entity": "Team",
    -            "relationName": "entityTeam",
    -            "layoutRelationshipsDisabled": true
    -        },[/COLOR]
             "contacts": {
                 "type": "hasMany",
                 "entity": "Contact",
    @@ -314,9 +296,6 @@
         "indexes": {
             "name": {
                 "columns": ["name", "deleted"]
    [COLOR=#FF0000]-        },
    -        "assignedUser": {
    -            "columns": ["assignedUserId", "deleted"][/COLOR]
             }
         }
     }

    Comment

    • Harald
      Member
      • May 2018
      • 40

      #3
      I would also like to hide team and user permanently. But this approach doesn't work. Has anything changed?

      Comment

      • yuri
        Member
        • Mar 2014
        • 8440

        #4
        You can disable fields through Field Level Security.
        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

        • Harald
          Member
          • May 2018
          • 40

          #5
          how do I hide this area with disable fields through field level security?

          Comment

          • yuri
            Member
            • Mar 2014
            • 8440

            #6
            Layout Manager > Side Panels!
            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


            • Harald
              Harald commented
              Editing a comment
              Thanks, espocrm can do almost anything. but you have to know how!
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