Stream|Post

[coca22052022]

I want to display a post with "Stream Post" in the "Leads" tab in the Comment column. How to do it? I need this tab to display the latest messages left by employees. Help me please...

[eymen-elkum]

You can write formula for Note which representing the stream rows from this link:

https://your-crm.com/#Admin/entityManager/formula&scope=Note

Here is the formula for Case, replace it with Lead:

ifThen(
    parentType == 'Case' && type == 'Post',

    record\update('Case', parentId, 'lastComment', string\concatenate(createdBy.name, ': ', post));
);

[Jakub Grufik]

hello eymen, this is really cool, is there any reason why the formula of note entity is not accessible manually without modifying the URL? I did not know that you can cheat the system like that.

[eymen-elkum]

The right answer is on Yuri side, but I think there are some limitations and potential issues may caused if this used incorrectly, such features will lead to bring more support needs and Espo team is already working full

[Jakub Grufik]

got it, thank you

[rabii]

To make sure you get only the latest post when a new one is create use the function like below:

ifThen(
    entity\isNew() && parentType == 'Lead' && type == 'Post',

    record\update('Lead', parentId, 'description', string\concatenate(createdBy.name, ': ', post));
);​​ 

[coca22052022]

To make sure you get only the latest post when a new one is create use the function like below:

ifThen(
entity\isNew() && parentType == 'Lead' && type == 'Post',

record\update('Lead', parentId, 'description', string\concatenate(createdBy.name, ': ', post));
);​​ 

I went through the link

#Admin/entityManager/formula&scope=Note 

Added a function

ifThen(
    parentType == 'Lead' && type == 'Post',

    record\update('Lead', parentId, 'lastComment', string\concatenate(createdBy.name, ': ', post)); )
;
ifThen(
    entity\isNew() && parentType == 'Lead' && type == 'Post',

    record\update('Lead', parentId, 'description', string\concatenate(createdBy.name, ': ', post));
);​ 

Nothing happened. in Layouts there is no option to add a Last Comment column

[rabii]

don't use the function twice just use of them no need for the ifThen twice just use one of them. also note that you should change (lastComment Or description) with the field you have on your lead in which you want to print the last post.

[coca22052022]

All windows worked!!!

[coca22052022]

To make sure you get only the latest post when a new one is create use the function like below:

ifThen(
entity\isNew() && parentType == 'Lead' && type == 'Post',

record\update('Lead', parentId, 'description', string\concatenate(createdBy.name, ': ', post));
);​​ 

Everything works fine, I see the last comment
How to remove the name of the person who wrote the comment?

[rabii]

Just remove createdBy.name like below:

ifThen(
entity\isNew() && parentType == 'Lead' && type == 'Post',

record\update('Lead', parentId, 'description', post);
);​​  ​ 

[coca22052022]

niceeee!!!

[Kharg]

I decided to start working on an extension for a custom field containing the latest post

[coca22052022]

Just remove createdBy.name like below:

ifThen(
entity\isNew() && parentType == 'Lead' && type == 'Post',

record\update('Lead', parentId, 'description', post);
);​​ ​ 

how to add a pencil next to the status, so that when clicked, a list with statuses pops up, and you can select a status.?
how to add a pencil next to the status, so that when clicked, a list with statuses pops up, and you can select a status.?
how to add a pencil next to the status, so that when clicked, a list with statuses pops up, and you can select a status.?

[rabii]

if you want such behaviour you will have to code it yourself, otherwise there is an extension developed by telecastg which give you such functionality. check it out https://payhip.com/b/ZGQMH

[esforim]

Surprise you remember this one.

[rabii]

telecastg is a talented dev so i remember all his work. he has helped a lot here explaining how you can do things and how things work in espocrm. i do remember most of your posts as well.

[telecastg]

Thanks for your kind words rabii the feeling is mutual.

[coca22052022]

I don't understand what happened, but now it doesn't work.

I write the link https://office-crm.ru/#Admin/entityM...ula&scope=Note

This link is throwing an error.
Help solve the error

[lazovic]

Starting with version 7.5, EspoCRM has a choice between formula scripts: Before-save script and API Before-Save Script.

Therefore, now, in order to change the formula script for the Note entity, you need to follow the link of the following type: [your_instance_URL]/#Admin/entityManager/formula&scope=Note&type=beforeSaveCustomScript

[Decepticon]

Hello lazovic, can you guide me on how to all users within a specific rule be allowed to send messages only to themselves + admin, and not to other users within the same rule?? Your help would be greatly appreciated. Thank you in advance.

[coca22052022]

Starting with version 7.5, EspoCRM has a choice between formula scripts: Before-save script and API Before-Save Script.

Therefore, now, in order to change the formula script for the Note entity, you need to follow the link of the following type: [your_instance_URL]/#Admin/entityManager/formula&scope=Note&type=beforeSaveCustomScript

This does not work! I created a field: text - 'lastcomment' I followed the link:

[your_instance_URL]/#Admin/entityManager/formula&scope=Note&type=beforeSaveCustomScript

WRITE a script

ifThen(
entity\isNew() && parentType == 'Lead' && type == 'Post',

record\update('Lead', parentId, 'lastcomment', post);
);

made a note on the tape. nothing appeared on the main page in the last comment column.
HELP MEEEE
how to make it work?
how to make it work?

[rabii]

can you share a screenshot of the formula page