Announcement

Collapse
No announcement yet.

Stream - Notes - Modified at- Doesn't work

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Stream - Notes - Modified at- Doesn't work

    Hello everyone,

    I use the CRM in German. And I have a field in the companies called "Ereignisse" (stream). I use this to update information. For example, results of phone calls or emails.
    This also works and the entries are saved.

    But in the company list there is column modifiedat, which I display to see progress. However, the entries for events (stream) are not taken into account there.
    How can I ensure this? Other fields, however, do.
    How can I assign this status to the modifiedat field?​

  • #2
    Please make the audit trail active in the fields that is being edited by clicking on Audited (updates in these fields will be in the stream).

    Comment


    • #3
      Hi there, thank for your quick response. What is audit trail active in the fields?

      Comment


      • #4
        ​Entity Manager> Select the fields and Tick on Audited. Screenshot below. Modified At field is a system created field and you cannot add Audited in Modified At. Other fields you can click Audited and any update that happens on the field will get posted in the stream

        Click image for larger version

Name:	image.png
Views:	91
Size:	42.9 KB
ID:	99612

        Comment


        • #5
          I think his issue is, that manual updates to the stream field (e.g add a note) do no update the "Modified At" field.

          Comment


          • #6
            Hi MediaBerg,

            1. In Administration > Entity Manager > Account > Fields create a modifiedAtStream field, in the settings of which check the Audited option (screenshot 1).
            2. In Administration > Entity Manager > Account > Formula > Before Save Custom Script create a simple Formula (screenshot 2):
            HTML Code:
            modifiedAtStream = modifiedAt;
            As a result, you will have the values ​​of the field modifiedAtStream recorded in the Stream, which in turn takes the value from the field modifiedAt (screenshot 3).​
            Attached Files
            Last edited by victor; 11-10-2023, 08:53 AM.

            Comment


            • #7
              see this extension:

              Espocrm, Version: 1.1.0 Update the Modified At of the Parent Entity upon Posting on the Stream. With this extension, the Modified At timestamp of the parent entity will be automatically updated to the current time when a user posts on the stream. Get it for free by using the coupon code STAY_SAFE during checkout. WE ONLY ACCEPT COMPANY EMAILS
              CEO & Founder of Eblasoft.
              Professional EspoCRM development & extensions.

              Comment

              Working...
              X