Formula and validation question

[yberges]

hello
i need to understand 2 things with field and validation
1 i create a profil and i want to set Name in uppercase after save
how i can do this with formula ? i edite my profil identity, go to formula but i don't understand how i can set Name to uppercas

2 in a phone field how i can do a mask for value ?
thanks for your help

[lazovic]

Hi yberges,

You can set Name field's value in uppercase after save using this formula: https://docs.espocrm.com/administrat...tringuppercase.

[yberges]

yes i see this but i am not a dev ... i need to understand how i can add this in formula and apply to a specific field
thanks

[esforim]

https://github.com/o-data/EspoCRM-Learning-and-Design/wiki

I write somehere in here a newbie guide to using Formula, maybe it will help.

[lazovic]

yberges,

Go to Administration > Entity Manager > Profil (your entity) > Formula and insert this line:

name = string\upperCase(name);

[yberges]

ahh maybe i don't undesratnd but
1 i add formula
2 i edit an value and save
3 i see NAME LASTNAME in title of view

4 i refresh all become without formula

any idea ?

other question how i can do a number mask in input ?
regards

[esforim]

"number mask in input"

Can't without code. It in feature request but no update yet. If you want it urgently there is a Paid Extension for it.

Unfortunately there is also no guide on how to do it as well.

[item]

Salut,
Ton entity Profil est de type : Person ? ce qui semble etre le cas :
"name" c'est une concatenation de "firstName" et "lastName". ce n'est pas comme les autre entityType où l'on a reellement un attribut "name"

dans ton cas :

firstName = string\upperCase(firstName);
lastName = string\upperCase(lastName);

Pour les mask Input, on a pas de solution et generalement ca pose probleme a l'usage (en tout cas, dans notre entreprise)

[yberges]

yes genial ca marche !!!!!!!!! merci item (super cool de trouver des utilisateur FR)