How to add Tasks to Account's bottom panel

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  • kacper
    Junior Member
    • Oct 2023
    • 29

    How to add Tasks to Account's bottom panel

    Hi
    I can not add Tasks to Account's bottom panel. "Tasks" tab does not appear in Account's bottom panels in layout manager.

    Click image for larger version

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ID:	99653
  • victor
    Active Community Member
    • Aug 2022
    • 727

    #2
    kacper,

    A Parent-to-Children Relationship is established between Account and Task. With this type of Relationship in the Bottom Panels, it is impossible to add an entity (Task in our example).
    A Many-to-Many or One-to-Many relationship must be set between Account and Task for this capability.​

    Comment

    • yuri
      Member
      • Mar 2014
      • 8440

      #3
      This is not true that the Parent-to-Children relationship type is the reason why the panel is not available.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • rabii
        Active Community Member
        • Jun 2016
        • 1250

        #4
        Originally posted by kacper
        Hi
        I can not add Tasks to Account's bottom panel. "Tasks" tab does not appear in Account's bottom panels in layout manager.

        Click image for larger version  Name:	image.png Views:	29 Size:	39.1 KB ID:	99653
        Create a custom Account.json under Espo/Custom/Resources/metadata/entityDefs and use the code below

        PHP Code:
        {
            "links": {
                "tasks": {
                    "layoutRelationshipsDisabled": false
                }
            }
        }
        Once you do that clear the cache and rebuild the system and then go to administration > entitymanager > account > layout > relatiosnhips and you will find the tasks on the right side, just add it then.
        Rabii
        Web Dev

        Comment

        • kacper
          Junior Member
          • Oct 2023
          • 29

          #5
          Originally posted by rabii

          Create a custom Account.json under Espo/Custom/Resources/metadata/entityDefs and use the code below

          PHP Code:
          {
          "links": {
          "tasks": {
          "layoutRelationshipsDisabled": false
          }
          }
          }
          Once you do that clear the cache and rebuild the system and then go to administration > entitymanager > account > layout > relatiosnhips and you will find the tasks on the right side, just add it then.
          Hi, thanks all for answers.
          Now it works!

          Comment

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