Hello
The Workflow and BPM available only in Advanced pack. It is very convenient to build the complex logical business processes, or writing simple working formulas.
Detail here: https://www.espocrm.com/extensions/advanced-pack/
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How can I remove a field from an entity?
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Hello Clara,
So, if you want that all team see the your notification, you can use the Workflow.
For example, create the Workflow:
1.Administration > Workflows
Target entity - Task
Trigger Type - After record saved (created or updated)
Actions - Create Notification
Users of specified teams - A Team
Now, all in your team can see the notification about the new task.
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The cron configures it, individual assignments if they are sent, because if I send a user separately if they send assignment mail, the problem occurs when it is in a team, it does not send any member of the team, it is because they are more than one user ?, are there any special settings for this?
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Hello,
the design option you will find under Layout Manager. But this only hides the field, but does not remove it from the entity. Sometimes that is enough, sometimes not.
When notifications or emails are not sent, maybe because you did not set-up the cron job.
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Thanks, the entity is not custom, I didn't find the designs option either, but using dynamic logic I was able to do it. I wanted to remove this from the form since it was not very useful to have it, because if I assign a case or some other assignment, it does not send email notification to the team members, and a notification within the CRM does not seem enough to me, any idea of why does this happen?
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Hello,
I think it's possible to remove "assigned user" and "teams", but for each Entity separately.
Step 1. Go to
Administration > Entity Manager > Entity which you want > Layouts
Step 2. Do disable which you want
In "Layouts" select a "Side Panel Field" and do disable "Assigned user" and "Teams".
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If your entity is custom (you added it from entity manager) then you can do that as following:
Go to custom/Espo/Custom/Resources/metadata/entityDefs/{YourEntityName}.json
Remove "assignedUser" from fields, links & indexes
You must be careful when removing it so you keep the json file correct formatted, if not sure about this you can paste your entityDefs file here and we will help
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How can I remove a field from an entity?
In all the entities to fill in the form below, the assigned user appears teams, I want to remove this from my form, can someone tell me if it is possible to do this, and if so, how can I do it
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