Created Custom Entity called "Own employed" and like connect for portalUser Creation

[Kharg]

I am glad I could help you.
Don't hesitate to ask if you need more help

[biocronic]

Yes it does. And it should work like you said before! The 404 Error was because my eyes are so damaged. I cannot see like I should. I ordered new glasses two weeks ago.
The file was named select-for-portal-users.js with an EXTRA s at the end instead of select-for-portal-user.js .... so THANK you very much.

[Kharg]

Let me know if it works!

[biocronic]

Thank you very much. Your help is awesome. I will try it and let you know.

[biocronic]

Thank you very much! That very helpful.

[Kharg]

biocronic tested and working.

Just a few things, you need a custom filter so it doesn't show Users already created and you need to make it link the correct entity in the portal user page, as it tries to link the contact entity.



Edit: Version 1.1.0 has filters and links the correct Angestellte, be aware that your entity has to be names "Angestellte" with a capital "A". (if you have already built relationships it may conflict so download 1.0.0 and build a version that works for you by checking the differences)

Both versions have to be installed from the extensions panel.

[Kharg]

Can you check the browser console to see what's the error?

It should tell you the path of the missing view.

[biocronic]

Hi. I did like you told me. Now I have Error 404: Not found again.

Made file with this content: PortalUser.json

{
    "views": {
        "list": "custom:views/angestellte/list"
    }
}​  ​ 

removed this line: : primaryFilterName: 'notPortalUsers', .... in list view.

I am looking forward your solution. Thank you very much.

[Kharg]

Hi,

Did you define your custom views in PortalUser.json?

Create a new file in custom/Espo/Custom/Resources/metadata/clientDefs/ called PortalUser.json
with the following content

{
    "views": {
        "list": "custom:views/angestellte/list"
    }
}​ 

Rebuild and check if it works.

Be aware that you should remove this line: primaryFilterName: 'notPortalUsers', from your custom view as you didn't create a filter for it yet.

[biocronic]

Hello Ladies and Gentlemen!

Somehow I destroyed my entity, so I created an new one and read the documentation and your advices again and again.
This is where I ended now. Now I do not have any error messages but did not achieve yet what I wanted to.
I want to explain it in detail again because I think some things might be unclear.

First I explain what I want to achieve:
On the Admin-Page: Portal Users
URL: .../espocrm/#Admin/portalUsers

There is an Add Portal User Button.

After clicking ... opening....



Here we see the Contacts Entity loaded. Instead of this Contact list, I like to load my new Entity "Angestellte".


Our Contacts exist als a child of Customers (Kunden), so we do not want display the Contacts when adding the Portal Users. so instead: Angestellte.



Now I tell you what I have done so far:

I created a new entity named "angestellte" as person linked to USERS from the admin backend.

so the Clientdef here was created automaticly: /espocrm/custom/Espo/Custom/Resources/metadata/clientDefs/Angestellte,json

Kharg ... Then you told me to clone these two first:

https://github.com/espocrm/espocrm/blob/master/client/src/views/portal-user/list.js

and the same with this one

https://github.com/espocrm/espocrm/blob/master/client/modules/crm/src/views/contact/modals/select-for-portal-user.js

Documentation told me to put it here:

client/custom/src/views/angestellte/list.js
client/custom/src/views/angestellte/modals/select-for-portal-users.js

define('custom:views/angestellte/list', 'views/list', function (Dep) {

return Dep.extend({

defaultOrderBy: 'createdAt',

defaultOrder: 'desc',

setup: function () {
Dep.prototype.setup.call(this);
},

actionCreate: function () {
var viewName = this.getMetadata().get('clientDefs.Angestellte.mod alViews.select') || 'views/modals/select-records';

var viewName = 'custom:views/angestellte/modals/select-for-portal-user';

this.createView('modal', viewName, {
scope: 'Angestellte',
primaryFilterName: 'notPortalUsers',
createButton: false,
mandatorySelectAttributeList: [
'salutationName',
'firstName',
'lastName',
'accountName',
'accountId',
'emailAddress',
'emailAddressData',
'phoneNumber',
'phoneNumberData'
]
}, function (view) {
view.render();

this.listenToOnce(view, 'select', function (model) {
var attributes = {};

attributes.contactId = model.id;
attributes.contactName = model.get('name');

if (model.get('accountId')) {
var names = {};
names[model.get('accountId')] = model.get('accountName');

attributes.accountsIds = [model.get('accountId')];
attributes.accountsNames = names;
}

attributes.firstName = model.get('firstName');
attributes.lastName = model.get('lastName');
attributes.salutationName = model.get('salutationName');

attributes.emailAddress = model.get('emailAddress');
attributes.emailAddressData = model.get('emailAddressData');

attributes.phoneNumber = model.get('phoneNumber');
attributes.phoneNumberData = model.get('phoneNumberData');

attributes.userName = attributes.emailAddress;

attributes.type = 'portal';

var router = this.getRouter();

var url = '#' + this.scope + '/create';

router.dispatch(this.scope, 'create', {
attributes: attributes
});
router.navigate(url, {trigger: false});
}, this);

this.listenToOnce(view, 'skip', function (model) {
var attributes = {
type: 'portal'
};

var router = this.getRouter();
var url = '#' + this.scope + '/create';
router.dispatch(this.scope, 'create', {
attributes: attributes
});
router.navigate(url, {trigger: false});
}, this);
}, this);
}

});
});


// select-for-portal-users.js

define('custom:views/angestellte/modals/select-for-portal-user', ['views/modals/select-records'], function (Dep) {

return Dep.extend({

setup: function () {
Dep.prototype.setup.call(this);

this.buttonList.unshift({
name: 'skip',
text: this.translate('Proceed w/o Angestellte', 'labels', 'User')
});
},

actionSkip: function () {
this.trigger('skip');
this.remove();
},
});
});

So I finally did everything I found in the documentation and your adviced.

But now there is NO RESULT. EVEN NO ERROR.

So please give me some advice. This should be a easy task for your company so solve within your support. I only want to change the selection of Contact TO Angestellte when adding portal users as admin in the backend.

I tried my very best to tell you exactly what is going on. But If you have more questions to investigate let me know.

Thank you for your reading in the first place.

[rabii]

No hence you want to create portal users from a different entity other than Contact then it should reflect the clientDefs of your custom entity.

[biocronic]

Another question you missed perhaps.....

var viewName = this.getMetadata().get('clientDefs.Contact.modalVi ews.select') || 'views/modals/select-records';

var viewName = 'crm:views/contact/modals/select-for-portal-user';

the first line is not necessary? RIGHT?

[biocronic]

Hi. Just another little question for more clearness:
I assume that I should replace CRM with CUSTOM in the php define code:
define('crm:views/ change to define('custom:views/ ?
Is this right?

[rabii]

I think you should create these files under custom\Espo\Custom otherwise it won't be upgrade safe.

define('views/portal-user/list', 'views/list', function (Dep) => This is wrong as it is an existing file in the system it should something like define('views/eigenemitarbeiter-user/list', 'views/list', function (Dep)

remember you need first to create a relationship between users and your custom entity and then start creating necessary views and implement logic. Also keep in mind that you have to implement you own custom code for Portal Roles and Permissions.

[biocronic]

Okay. There have been more questions. You only answered one. This would be better to help me understand how this works.

I also created this file here: client/modules/crm/src/views/eigenedateien/modals/select-for-portal-user.js

an the other files ....




Your first advice was this just clone etc.

so the list.js looks now like this

define('views/portal-user/list', 'views/list', function (Dep) {

    return Dep.extend({

        defaultOrderBy: 'createdAt',

        defaultOrder: 'desc',

        setup: function () {
            Dep.prototype.setup.call(this);
        },

        actionCreate: function () {
            var viewName = this.getMetadata().get('clientDefs.Contact.modalViews.select') || 'views/modals/select-records';

            var viewName = 'crm:views/contact/modals/select-for-portal-user';

            this.createView('modal', viewName, {
                scope: 'Contact',
                primaryFilterName: 'notPortalUsers',
                createButton: false,
                mandatorySelectAttributeList: [
                    'salutationName',
                    'firstName',
                    'lastName',
                    'accountName',
                    'accountId',
                    'emailAddress',
                    'emailAddressData',
                    'phoneNumber',
                    'phoneNumberData'
                ]
            }, function (view) {
                view.render();

                this.listenToOnce(view, 'select', function (model) {
                    var attributes = {};

                    attributes.contactId = model.id;
                    attributes.contactName = model.get('name');

                    if (model.get('accountId')) {
                        var names = {};
                        names[model.get('accountId')] = model.get('accountName');

                        attributes.accountsIds = [model.get('accountId')];
                        attributes.accountsNames = names;
                    }

                    attributes.firstName = model.get('firstName');
                    attributes.lastName = model.get('lastName');
                    attributes.salutationName = model.get('salutationName');

                    attributes.emailAddress = model.get('emailAddress');
                    attributes.emailAddressData = model.get('emailAddressData');

                    attributes.phoneNumber = model.get('phoneNumber');
                    attributes.phoneNumberData = model.get('phoneNumberData');

                    attributes.userName = attributes.emailAddress;

                    attributes.type = 'portal';

                    var router = this.getRouter();

                    var url = '#' + this.scope + '/create';

                    router.dispatch(this.scope, 'create', {
                        attributes: attributes
                    });
                    router.navigate(url, {trigger: false});
                }, this);

                this.listenToOnce(view, 'skip', function (model) {
                    var attributes = {
                        type: 'portal'
                    };

                    var router = this.getRouter();
                    var url = '#' + this.scope + '/create';
                    router.dispatch(this.scope, 'create', {
                        attributes: attributes
                    });
                    router.navigate(url, {trigger: false});
                }, this);
            }, this);
        }

    });
});


define('views/portal-user/list', 'views/list', function (Dep) {

    return Dep.extend({

        defaultOrderBy: 'createdAt',

        defaultOrder: 'desc',

        setup: function () {
            Dep.prototype.setup.call(this);
        },

        actionCreate: function () {
            var viewName = this.getMetadata().get('clientDefs.EigeneMitarbeiter.modalViews.select') || 'views/modals/select-records';

            var viewName = 'crm:views/eigenemitarbeiter/modals/select-for-portal-user';

            this.createView('modal', viewName, {
                scope: 'EigeneMitarbeiter',
                primaryFilterName: 'notPortalUsers',
                createButton: false,
                mandatorySelectAttributeList: [
                    'salutationName',
                    'firstName',
                    'lastName',
                    'accountName',
                    'accountId',
                    'emailAddress',
                    'emailAddressData',
                    'phoneNumber',
                    'phoneNumberData'
                ]
            }, function (view) {
                view.render();

                this.listenToOnce(view, 'select', function (model) {
                    var attributes = {};

                    attributes.contactId = model.id;
                    attributes.contactName = model.get('name');

                    if (model.get('accountId')) {
                        var names = {};
                        names[model.get('accountId')] = model.get('accountName');

                        attributes.accountsIds = [model.get('accountId')];
                        attributes.accountsNames = names;
                    }

                    attributes.firstName = model.get('firstName');
                    attributes.lastName = model.get('lastName');
                    attributes.salutationName = model.get('salutationName');

                    attributes.emailAddress = model.get('emailAddress');
                    attributes.emailAddressData = model.get('emailAddressData');

                    attributes.phoneNumber = model.get('phoneNumber');
                    attributes.phoneNumberData = model.get('phoneNumberData');

                    attributes.userName = attributes.emailAddress;

                    attributes.type = 'portal';

                    var router = this.getRouter();

                    var url = '#' + this.scope + '/create';

                    router.dispatch(this.scope, 'create', {
                        attributes: attributes
                    });
                    router.navigate(url, {trigger: false});
                }, this);

                this.listenToOnce(view, 'skip', function (model) {
                    var attributes = {
                        type: 'portal'
                    };

                    var router = this.getRouter();
                    var url = '#' + this.scope + '/create';
                    router.dispatch(this.scope, 'create', {
                        attributes: attributes
                    });
                    router.navigate(url, {trigger: false});
                }, this);
            }, this);
        }

    });
});


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