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Pop-up is certain actions happening (Conditional pop-up)

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  • Pop-up is certain actions happening (Conditional pop-up)

    Hey community!

    How can we add pop-ups to the CRM based on actions, for example:
    If contact that calls-in, has certain fields selected or empty, to show a pop-up, like "This client has a pending task"?


    Thanks

  • #2
    Hi Russ, welcome to Espocrm community,

    If you have some programming skills you may define a custom popup provider following espocrm rules:
    - first add a new entry to the path: Modules/Crm/Resources/metadata/app/popupNotifications.json
    - Add new php class and code it same way as the espo PopupNotificationsProvider does

    Example: Custom/Resources/metadata/app/popupNotifications.json

    Code:
    {
       "myCustomPopups": {
          "grouped": true,
          "providerClassName": "Espo\\Custom\\Tools\\MyCustomPopupNotificationsProvider",
          "useWebSocket": true,
          "portalDisabled": true,
          "view": "custom:views/my-custom-popup-notification"
       }
    }
    Also will need to create the js view following the same concept of the crm original view, here is it:
    Last edited by eymen-elkum; 11-28-2023, 05:51 AM.
    CEO & Founder of Eblasoft.
    Professional EspoCRM development & extensions.

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    • #3
      Originally posted by eymen-elkum View Post

      Also will need to create the js view following the same concept of the crm original view.
      Hi, thanks, in which folder?

      Comment


    • #4
      thank you!

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