Do not display certain items in target lists

[RSGRG]

How do I get the following areas hidden? See the pictures in the appendix, the areas marked in red. They shouldn't be displayed. It's about the target lists. For contacts, companies and so on, I can hide this in sidebar details. How do I do this here?

[Maximus]

Hello. For Target List You need:
1. Create the file /custom/Espo/Custom/Resources/metadata/scopes/TargetList.json with code as follows:

{"layouts": true}

2. Administration -> Clear cache
3. Refresh a webpage
4. Administration -> Layout Manager -> Target List ->:
- Bottom panels -> set dynamic conditions for the subpanels to hide them or just remove them from the layout
- Side Panels (detail) -> set dynamic conditions for the Opted Out field to hide it or just remove it from the layout
- Side Panel Field -> set dynamic conditions for the Assigned user field to hide it or just remove it from the layout

Read more about the dynamic conditions https://docs.espocrm.com/administration/dynamic-logic/

Cange menu or hide it on the Campaigns list view requires more complex code customization.

[RSGRG]

Hello Maximus,

great, thank you, it worked. Is there maybe a solution for picture 1? The hiding of mass emails, email templates, tracking URLs?

Regards

[Maximus]

Hi. Unfortunately, I don't know how to hide it.
telecastg could you help here, please?

[telecastg]

Hello Maximus and RSGRG I have not made this modification in our system but this is how I would do it:

1) Create file custom/Espo/Custom/Resources/metadata/clientDefs/Campaign.json to modify the original clientDefs eliminating the dropdown elements

{
    "menu": {
        "list": {
            "buttons": [                 
                {
                    "label": "Target Lists",
                    "link": "#TargetList",
                    "acl": "read",
                    "style": "default",
                    "aclScope": "TargetList"
               }
            ]
        }
    }
}

2) Clear cache and rebuild

[RSGRG]

Hello Maximus and telecastg,
unfortunately that didn't work. The Campaign.json file already existed in the path custom/Espo/Custom/Resources/metadata/clientDefs/. And the following code was already in the file:

{
"kanbanViewMode": false,
"iconClass": "fas fa-chart-line"
}

I took this code out and replaced it with the code from @telegast. Unfortunately, the entries are still displayed to me. I also tried to replace the two characters: [ ] with this one { }. But that didn't help either.

[telecastg]

Here's how I did this:

custom/Custom/Espo/Resources/metadata/clientDefs/Campaign.json

{
    "menu": {
        "list": {
            "buttons": [
                {
                    "label": "Target Lists",
                    "link": "#TargetList",
                    "acl": "read",
                    "style": "default",
                    "aclScope": "TargetList"
                }
            ],
            "dropdown": [
            ]
        }
    },
    "boolFilterList": ["onlyMy"],
    "iconClass": "fas fa-chart-line"
}

Administration > Rebuild

Reload page

[RSGRG]

Hello @telecastg,

with this code it worked now. Super thank you.

[telecastg]

You're very welcome

[Maximus]

telecastg, thank you!

[telecastg]

Always glad to help a fellow participant that helps many others Maximus