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[rabii]

do you have the rekationship as fields ? or are you using panels ? can you share a screenshot. i guess you can use front end to disable unlink & select...

[rabii]

Been caught on other things. Come across some use case and started implementing - also added global config for things like color and space. should be...

[rabii]

you are right, it should be name = string function.

[rabii]

Correct the string/contains should check the name instead. i have fixed the code above.

Thanks

[rabii]

Not sure it is doable, the reason is more technical. a lead could be followed by different users hence why mass update is not designed for this kidn of...

[rabii]

are you using official real estate extension? i think you can achieve this easily using bpmn....

[rabii]

in the config file in your application folder > data folder > config.php

[rabii]

Yes, you can use workflow or bpmn if you have advanced pack. otherwise, a custom hook https://docs.espocrm.com/development/hooks/

[rabii]

there is no such functionality is espocrm. only admin can create a user unless if you use a third party extension. check this out it might help
...

[rabii]

1- you can use before script formula under Administration > entity manager > lead > formula > before save custom script (use the code below)...

[rabii]

you can try this

https://docs.espocrm.com/administrat...params/#stream

streamEmailWithContentEntityTypeList 

...

[rabii]

Remove them as they are not default field in email entity. also not sure if you shared all the code but i can't see the code that does send the email...

[rabii]

there is no fields (direction and type) by default in espocrm. are these custom fields ?...

[rabii]

which version of espocrm you have ?

Just to confirm to avoid having the code executed repeatedly you can add some condition which triggers...

[rabii]

Try this

if(entity\isAttributeChanged('lEGALFORM') && !string\contains(name, 'INC')){
    name = string\concatenate(name, 

...

[rabii]

Triggerz ChrisSka83

Completed working on documentation. Will upload to a digital selling platform and share link for those interested....

[rabii]

you are welcome

[rabii]

Hey crmscot,

For history panel you need to create a custom history.js similar to the activities (same steps), it uses a listLayout rather...

[rabii]

That is doable you just need a custom activities view and provide a different layout and that should work.

Here is what you need to do:...

[rabii]

Thanks mate