How to add a contact role

[VincentSoumoy]

I created an object "project" similar to an opportunity.

Inside this projevt, I have a team (similar to the "contacts" field in opportunity (this is working).

I would like to add "team role" field lake "contact role"into opportunity (Enum).

How could I do this?

Thanks for your help.

[eymen-elkum]

Just link the Project to Contact and you are done, "Relation (link) should be named contact or contacts".

https://docs.espocrm.com/administration/portal/#portal-roles

[VincentSoumoy]

Sorry Eymen but you did not reply to my question...nothing to see with portals.

I just wanted to add a special field (similar to the contact role of an opportunity) to aa other object.

I already created the "contact" field (by a link) and this is working.

[esforim]

Welcome to hell mode Vincent! The role field is a special field that is quite difficult to create (well at least it is for me). I cant seem to find the exact thread where I asked about it but hopefully this thread will suffice for you to get "started"

Alternatively you can considering using the paid (3rd party) extension if it suitable for you, for one it is much easier to use without code skill.

https://forum.espocrm.com/forum/deve...y-middle-table

For more great thread, here my link list plugin: https://github.com/o-data/EspoCRM-Le...nd-Design/wiki

[eymen-elkum]

Yes, I may read your post quickly, to achieve your request you will need to follow the same conventions that followed on that field, I will refer here to the places that field made by:

Project.json
- Replace these lines with ones on your entity Project.
- contacts link defs from here
- Add contactRole field as this

Contact.json
- Add manually this field "opportunityRole"
- Add this attribute to the link "projects"

Notes:
- You have to replace all opportunity woeds with project keeping the letter cases and singular / plural
- all those changes must be made on custom folder or a new module, dont make any change to original files
- you must have some knowledge about json format, espo will not work if any format issue
- take copy of custom folder to restore if any problem
- rebuild after the changes and you are done

[VincentSoumoy]

But if I do not want to use .json files...only administration tools...it is impossible. Right?

[eymen-elkum]

Yes it is impossible, but may worth to check my extension here:

https://youtu.be/fvllcGJhKNg?t=190

extension page: https://www.eblasoft.com.tr/product-...le-inline-form

[esforim]

You can't install extension either if you use EspoCRM's cloud version.