Define accountRole as Enum instead of varchar

[rabii]

Hey theBuzzyCoder

have managed to make it work, i am trying to do the same and want to use a dropdown to chose contact role when linking to an account but couldn't get it to work. Seems there is always a problem in the code. I was just wondering if you managed to make it work and if it would be ok for you to share how does it work.

Many thanks

Rabii

[theBuzzyCoder]

Hi tanya ,

Any updates on this?

Thanks in advance

[theBuzzyCoder]

Hi tanya ,

This is what I have done. But still no use. Can you please tell me what exactly I have to change.

And I have looked and tried implementation given in the documentation before asking here!

Espo.define('crm:views/contact/fields/account-role', 'views/fields/enum', function (Dep) {

    return Dep.extend({

        setup: function () {
            Dep.prototype.setup.call(this);
            this.listenTo(this.model, 'change:title', function (model, value, o) {
                this.model.set('accountRole', this.model.get('title'));
            }, this);
        },

        getAttributeList: function () {
            var list = Dep.prototype.getAttributeList.call(this);
            list.push('title');
            return list;
        },

        data: function () {
            var data = Dep.prototype.data.call(this);

            if (this.model.has('accountIsInactive')) {
                data.accountIsInactive = this.model.get('accountIsInactive');
            }
            return data;
        }
    });

});

[tanya]

you have set temples... varchar templates

https://www.espocrm.com/documentation/development/custom-views/

[theBuzzyCoder]

Thanks tanya .


This is not working. Is there anything else I need to do other than clear_cache and rebuild

espocrm/client/modules/crm/src/views/contact/fields/account-role.js

Espo.define('crm:views/contact/fields/account-role', 'views/fields/enum', function (Dep) {

    return Dep.extend({

        detailTemplate: 'crm:contact/fields/account-role/detail',

        listTemplate: 'crm:contact/fields/account-role/detail',

        setup: function () {
            Dep.prototype.setup.call(this);
            this.listenTo(this.model, 'change:title', function (model, value, o) {
                this.model.set('accountRole', this.model.get('title'));
            }, this);
        },

        getAttributeList: function () {
            var list = Dep.prototype.getAttributeList.call(this);
            list.push('title');
            return list;
        },

        data: function () {
            var data = Dep.prototype.data.call(this);

            if (this.model.has('accountIsInactive')) {
                data.accountIsInactive = this.model.get('accountIsInactive');
            }
            return data;
        }
    });

});

Contact.json

{
    "fields": {
         "accountRole": {
            "type": "enum",
            "notStorable": true,
            "options": [
                    "",
                   "Type-A",
                   "Type-B",
                   "Type-C",
                   "Type-D"
             ],
            "layoutMassUpdateDisabled": true,
            "layoutListDisabled": true,
            "layoutDetailDisabled": true,
            "view": "crm:views/contact/fields/account-role"
        }
    }
}

Is there any way to write this in custom folder. So that I don't modify the original source code

[tanya]

Hi, "view": "crm:views/contact/fields/account-role" this view extends varchar field view. Change the view
check client/modules/crm/src/views/contact/fields/opportunity-role.js

[theBuzzyCoder]

Hi,

I am trying to make accountRole (Title) as enum/drop down while linking an account.


This didn't work...
entityDefs/Contact.json

{
    "fields": {
        "accountRole": {
            "type": "enum",
            "required": true,
            "options": [
                "",
                "Type-A",
                "Type-B",
                "Type-C",
                "Type-D"
            ],
            "notStorable": true,
            "layoutDetailDisabled": true,
            "layoutMassUpdateDisabled": true,
            "layoutFiltersDisabled": true,
            "exportDisabled": true,
            "importDisabled": true,
            "view": "crm:views/contact/fields/account-role"
        }
    }
}

I haven't made any changes in crm:views/contact/fields/account-role