Relationship panels

[tanya]

here you don't need view customization guide
if you need to change Opportunities relationship panel for contacts - yes, you should create a file in /Custom/Resources/metadata/clientDefs/ called Contact.json
If there is no this file before, the whole content of this file I wrote.

[olof]

Many thanks Tanya,

Sorry you will need to spoon feed me as I'm still getting orientated...

I had a read of https://www.espocrm.com/documentatio.../custom-views/ but I'm still unclear.

I should create a file in /Custom/Resources/metadata/clientDefs/ called Contact.json

What should be in that file? Just:

{
"relationshipPanels": {
"opportunities": {
"selectPrimaryFilterName": "open"
}
}

?

Generally would you consider adding some

[tanya]

example

https://github.com/espocrm/espocrm/blob/master/application/Espo/Resources/metadata/clientDefs/Team.json#L14

https://github.com/espocrm/espocrm/blob/master/application/Espo/SelectManagers/User.php#L56

try this
custom/Espo/Custom/Resources/metadata/clientDefs/Contact.json
{
"relationshipPanels": {
"opportunities": {
"selectPrimaryFilterName": "open"
}
}

Administartion > Clear Cache

[olof]

Is there an option to filter "relationship panels that I'm missing - or is this planned - or how do other users deal with this?


For one of our strategic customers over a few years we will have hundreds of opportunities created, some won, some lost.
For Opportunities I would imagine a default filter to only show open opportunities?

Likewise for contacts, for a strategic customer we should have a few hundred contacts there - here I would imaging a panel search being useful. I know you can click the arrow drop-down then select then create a search but it seems like way to many clicks.

Thoughts?

Kind regards

Olof