How to create global fields?

[bewisesolutions]

Hi there,

We are setting up a crm with Espocrm and think it's great. It's for recruitment and selection purposes. We want to manage and match professionals to vacanies.

Now the basis has been set and the entities types are created but I have a question about non-entitie related fields. In the old sugarcrm we were used to created global Enum fields for example. Therefore my qustion.

Is it possible to create an Enum field like "Industry" with multiple values and make this field visible and usable in the Professional, Vancasies and Companies entity? It should be the same field with the same values on eacht entity type.

Tried already different things but this part isn't clear for me yet.
Hopefully someone can explain this to me.

Looking forward to your reactions!

Kind regards,
Emiel Lagarde / BEWISE Solutions

[lazovic]

Hi bewisesolutions,

I'm afraid that EspoCRM does not provide a global fields feature at the moment. The only solution at the moment is to create the fields you need one by one in each entity.

[yuri]

It's possible to reuse enums but it needs a little bit of writing in metadata.

https://github.com/espocrm/espocrm/blob/7.4.1/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Opportunity.json#L204

https://github.com/espocrm/espocrm/blob/7.4.1/application/Espo/Modules/Crm/Resources/metadata/app/metadata.json#L5

https://github.com/espocrm/espocrm/blob/7.4.1/application/Espo/Modules/Crm/Resources/metadata/app/language.json#L5

[esforim]

There is a few thread on doing this, search for enum on the unofficial wiki. Personally I haven't tried it myself so can't vouch for it.

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

[bewisesolutions]

Hi all,

Thank you for your replies! Good to know that it's possible to create an enum field and use it on multiple entities.
I will do a small research which method suits my solution best.

Kind regards,
Emiel

[yuri]

In v7.5 it will be possible to do via UI. It's a couple of month to the release though.

[esforim]

https://github.com/espocrm/espocrm/issues/2695

[bewisesolutions]

Thanks to ESPO, works with the reuse option on the fields. I have created a new entity (GlobalFields) to story all my global fields so I can reuse them on other entities. Is this the correct implementation?