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Add some information in the sidebar for the events “calls” and “meetings”

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  • Add some information in the sidebar for the events “calls” and “meetings”

    Please tell me how I can change (add) some information in the sidebar for the events “calls” and “meetings” on the tabs “actions” and “history”.
    - For example, add "status" as on the email record
    - Or part of the completed call description

  • #2
    Hi,
    Open this file /client/modules/crm/src/views/record/panels/activities.js and find the code:
    Code:
    defaultListLayout: {
        rows: [
            [
                {name: 'ico', view: 'crm:views/fields/ico'},
                {name: 'name', link: true}
            ],
            [
                {name: 'assignedUser'},
                {name: 'dateStart'}
            ]
        ]
    },
    Add the {name: 'status'} to it as it shown below:
    Code:
    defaultListLayout: {
        rows: [
            [
                {name: 'ico', view: 'crm:views/fields/ico'},
                {name: 'name', link: true}
            ],
            [
                {name: 'status'},
                {name: 'assignedUser'},
                {name: 'dateStart'}
            ]
        ]
    },
    After saving the file, do clear cache in Admnistration. After reload a web page. The status field should appear for the activities panel.
    Attached Files
    Last edited by Maximus; 02-19-2020, 01:15 PM.

    Comment


    • #3
      Thank you so much for the detailed instructions! Everything works, you are the best!

      Comment


      • #4
        How to add From field to email entries of history panel of Account?

        I found client/modules/crm/src/views/record/panels/history.js with
        Code:
                listLayout: {
                    'Email': {
                        rows: [
                            [
                                {name: 'ico', view: 'crm:views/fields/ico'},
                                {name: 'name', link: true}
                            ],
                            [
                                {name: 'status'},
                                {name: 'dateSent'},
                                {name: 'hasAttachment', view: 'views/email/fields/has-attachment'}
                            ]
                        ]
                    },
                },
        I could remove some field and it removes field from the side panel.
        However, I can't figure how to add From field of e-mail.
        I could add 'parentType' and some other fields, but not From. I tried 'from', 'fromEmailAddress' etc.

        More common question - is it possible to get a list of all available fields for some entity in js console?
        Last edited by Stanson; 06-29-2020, 06:02 AM.

        Comment


        • #5
          Is it possible to add these code in a custom view so it upgrade safe?

          Comment


          • #6
            Hi Stanson,
            I don't know how to help you to add the 'From' field to the History scope. It requires a more tricky way. Please create a correspondent topic with your question in the developer help branch here https://forum.espocrm.com/forum/developer-help. I believe you will get some help there.

            Comment

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