Hi keda, just a note you pinged the wrong person. I'm a user like yourself, that "person" is official members I think.
If you do not buy then... "you have to use other method"
Tasks with sub-tasks
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I mean, basically it works but as you can see in my screenshot i miss some additional infos.
On the Task layout i added the subtask, i added a screenshot.1 Photo -
Hi keda, there is like 4 option in this thread. Not quite sure which method you end up using...?Leave a comment:
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Hello everyone,
i hope it us ok to post in this slight older topic.
My Problem (shown in the screenshot):
Inside the Task details i only see the name of the sub task but i have no idea how to add more information from this subtask to this detailed "task view"
I added basic fields to my subTask like "status, description"
Is it even possible to add more information on this page view? I think i have tried it all
Thanks in advance
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we'll let user to change status of main tasks to completed only if sub-tasks are closed.
We have experimented using dynamic-handler to make Ajax calls and retrieve data about other entities to control the display of a main entity, it's similar to using a hook but it is all done at the front end.
PS: I like your signature designLeave a comment:
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We had similar issue. We decided to create relation between tasks. So basically there is task, for example "EspoCRM installation" and in this task we can create sub-task with name "Configuration on cronjob" which is later available in relation panel. We even created filters for our task entity which only showing main tasks.
We're thinking about creating information about related sub-tasks. + we'll let user to change status of main tasks to completed only if sub-tasks are closed.Leave a comment:
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This is beautiful, but for another thing. In my case, the sub-tasks are more or less quit individual.Leave a comment:
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Yes, looking forward to it! I like to quite a few thread for future reference that you can refer to or decide on which to start with:
In the future this thread will be use for discussion; the Wiki hosted on Github will be used instead to post update; please see: https://github.com/o-data/EspoCRM-Learning-and-Design/wiki Part 2 of this post can be found here: https://forum.espocrm.com/forum/gene...5114#post55114 (https://forum.espocrm.com/forum/general/54706 -
Missed your chance to plug in the extension telecastg ... shame on you. This extension might be helpful Obermumpf https://github.com/telecastg/dynamic...st-for-espocrm
But those doesn't look like subtask at all! They look like major task and should be shown on a higher level (either use Opportunity or Case for example).
I would considered these to be subtask:
Task: Get contract signed
Subtask:
Prepare documents
Organize signing
Check and Scan Documents
For your example you probably want to use:
Opportunity / Case (I use case instead of opportunity, was foolish of me)
Opportunity name: Build House for Mr Smith
(If you are involved in construction or Real Estate I recommend you considering downloading and using the free extension Real Estate)
Task: Buy land | Subtask: get contract, settlement
Task: Drawing | Subtask: assigned architect, very drawing; approve drawing
Some of those subtask might be a higher level (for example it should be Task or sometime even a separate Opportunity) but I just wanted to give an example that may help you with design in long term.Leave a comment:
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