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

[alexisc]

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

[Maximus]

Hi,
Open this file /client/modules/crm/src/views/record/panels/activities.js and find the 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:

defaultListLayout: {
    rows: [
        [
            {name: 'ico', view: 'crm:views/fields/ico'},
            {name: 'name', link: true}
        ],
        [
[COLOR=#FF0000]            {name: 'status'},[/COLOR]
            {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.

[alexisc]

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

[Stanson]

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

        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?

[esforim]

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

[Maximus]

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.

[Stanson]

Thanks, I did so. https://forum.espocrm.com/forum/deve...ory-side-panel

[esforim]

UPDATE: It show on activities.js but not under "History", for History it only show Status but not other field.

Finally got around to adding Status field in the side panel, it seem like that it can only do Default field? There no issue with adding the e-num field "status", it show there.

But when I try adding any other enum field it doesn't work at all. For example I have two more enum field, one is call "type" (option: Call, SMS), another is "direction" (option: inbound, outbound).

Adding both these doesn't do anything. Initially I thought, maybe there is not enough space and field is limited so I remove "assignedUser", but that not the case either.

My conclusion is that it only accept certain type of field, we need to find some other code to add new custom field for us to enable it.


tag: sidepanel

[Tarrence0k]

UPDATE: It show on activities.js but not under "History", for History it only show Status but not other field.

Finally got around to adding Status field in the side panel, it seem like that it can only do Default field? There no issue with adding the e-num field "status", it show there.

But when I try adding any other enum field it doesn't work at all. For example I have two more enum field, one is call "type" (option: Call, SMS), another is "direction" (option: inbound, outbound).

Adding both these doesn't do anything. Initially I thought, maybe there is not enough space and field is limited so I remove "assignedUser", but that not the case either.

My conclusion is that it only accept certain type of field, we need to find some other code to add new custom field for us to enable it.


tag: sidepanel

What "some other code" do you mean?

[esforim]

It mean we need to update more code, but I don't know where or how.

[Tarrence0k]

It mean we need to update more code, but I don't know where or how.

Oh, sorry. Got it.

[Tarrence0k]

I would like to share my observation with you. I have tried other CRMs, and almost everywhere there is no such possibility. Can you imagine? Even in such a huge company as sales force they did not think of this. I don’t understand what does a salesforce developer do, even if they cannot do such simple things.

[alexisc]

UPDATE: It show on activities.js but not under "History", for History it only show Status but not other field.
Finally got around to adding Status field in the side panel, it seem like that it can only do Default field? There no issue with adding the e-num field "status", it show there.
But when I try adding any other enum field it doesn't work at all. For example I have two more enum field, one is call "type" (option: Call, SMS), another is "direction" (option: inbound, outbound).
Adding both these doesn't do anything. Initially I thought, maybe there is not enough space and field is limited so I remove "assignedUser", but that not the case either.
My conclusion is that it only accept certain type of field, we need to find some other code to add new custom field for us to enable it.


tag: sidepanel

I confirm!
if you add an Enum field type in the sidebar, the panel displays only the default value.
if anyone knows the solution tell me how to solve this problem

[uncertified]

Hello,
I have followed the steps mentioned above.
Edited the file client/modules/crm/src/views/record/panels/activities.js and added {name: 'status'},

    
defaultListLayout = {
        rows: [
            [
                {name: 'ico', view: 'crm:views/fields/ico'},
                {name: 'name', link: true, view: 'views/event/fields/name-for-history'},
            ],
            [
[COLOR=#FF0000]            {name: 'status'},[/COLOR]
                {name: 'assignedUser'},
                {name: 'dateStart'},
            ],
        ]
    }​

Cleared cache and rebuild in administration but there are no changes. Tried it without the COLOR but still no changes. Can someone please help me as to what I am doing wrong? Also how can I make it upgrade friendly?