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...
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You can write formula for Note which representing the stream rows from this link:
Code:https://your-crm.com/#Admin/entityManager/formula&scope=Note
Code:ifThen( parentType == 'Case' && type == 'Post', record\update('Case', parentId, 'lastComment', string\concatenate(createdBy.name, ': ', post)); );
- Likes 6
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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.
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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
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To make sure you get only the latest post when a new one is create use the function like below:
PHP Code:ifThen(
entity\isNew() && parentType == 'Lead' && type == 'Post',
record\update('Lead', parentId, 'description', string\concatenate(createdBy.name, ': ', post));
);
Rabii
Web Dev
- Likes 2
Comment
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Originally posted by rabii View PostTo make sure you get only the latest post when a new one is create use the function like below:
PHP Code:ifThen(
entity\isNew() && parentType == 'Lead' && type == 'Post',
record\update('Lead', parentId, 'description', string\concatenate(createdBy.name, ': ', post));
);
I went through the link
PHP Code:#Admin/entityManager/formula&scope=Note
PHP Code:
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 column3 PhotosLast edited by coca22052022; 05-17-2023, 11:57 AM.
Comment
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Originally posted by rabii View PostTo make sure you get only the latest post when a new one is create use the function like below:
PHP Code: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?1 Photo
Comment
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Just remove createdBy.name like below:
PHP Code:ifThen(
entity\isNew() && parentType == 'Lead' && type == 'Post',
record\update('Lead', parentId, 'description', post);
);
Rabii
Web Dev
- Likes 2
Comment
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Originally posted by rabii View PostJust remove createdBy.name like below:
PHP Code: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.?
2 Photos
Comment
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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/ZGQMHRabii
Web Dev
- Likes 1
Comment
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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 error1 Photo
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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
Comment
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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.Last edited by Decepticon; 07-08-2023, 03:58 AM.
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Originally posted by lazovic View PostStarting 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);
);
HELP MEEEE
how to make it work?
how to make it work?
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