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Can I change the Entity Type?

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  • Can I change the Entity Type?

    Hi everyone,

    Is there any chance I can change after creation the Entity type from basePlus to Person ?

    I've been working many hours on an entity BasePlus, and now I realise I need to relate the emails received and sent related to this entity email... What would be the best way to proceed, if I can't change it, is there a way that I keep all relations, workflows, layouts etc?

    I've found some questions asked about cloning entities, or this other one about pretty much what I'm trying to do, but I'm not sure I fully understand if I could do something similar ( https://forum.espocrm.com/forum/gene...tory-and-tasks )

    As I can see here ( https://forum.espocrm.com/forum/deve...ration-storing) , you can manually edit the json that configures the entity, usefull for cloning entities and it's layouts etc. I guess I cannot edit entity type and expect after restoring that the entitie typer will be rewritten. I've made some tests and the entity has it's type changed, but the caracteristic fields of that type are not created. Is there any way to force this?

    A later thought I've had is, could I create a new entity with the type I want and then just copy the metadata files in there from the old entity? As I've seen Espo entities work with names, so as long the name is the same, that should work, right?


    Thanks.
    Last edited by abisbe; 06-04-2021, 11:46 AM. Reason: new Info

  • #2
    Has been asked once: https://forum.espocrm.com/forum/gene...tity-to-person
    This is not too difficult to achieve, so I recommend to try it.

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    • #3
      Hi shalmaxb, thanks for your answer.

      I have tried this, and now I can have the Person fields on my BasePlus Entity. But the entity doesn't behave like a Person, as I don't succeed to have my mail history shown even after filling the emailAddress new field on the basePlus entity.

      Am I missing something or was that solution only to provide look like email address and phone fields?

      Thanks!

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      • #4
        Last solution for it was explained over here. Thank you all

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