Relate document automatically to parent record by formula

[shalmaxb]

Installed the extension today, but after installing only blank page and not possible to log-in. I uninstalled from web folders and database.

[shalmaxb]

I think, to help you with that, it would only be possible to see it. Either screenshots of the detail views and the configuration in admin. Or by having...

[shalmaxb]

As I understand thread #3, it would be possible to convert the csv data in the respective field to json.
What if you use an online converter only...

[shalmaxb]

that`s true, doing this regularly, it is not a viable solution

[shalmaxb]

I did not test it, but you could try to prevent that with API Before Save Script formula, like so:

// Assuming you want to prevent duplicate

...

[shalmaxb]

I admit, I still do not get it completely. Did you establish a relationship between person and bounces entities?
As I understand you want to display...

[shalmaxb]

what, if you substitute the comma in the array field with another character, import it and try to substitute it somehow after having imported back to...

[shalmaxb]

What if you create temporary separate fields for the terms, which currently are in one value, such as: one field for "Kunst", one field for...

[shalmaxb]

For getting to know, how the import format should look, you can always insert one record manually and export from espoCRM as CSV. Then the format should...

[shalmaxb]

I still try to understand, so here is my guessing:

1. You have an imported value PersonenID -> This Id will not be the id of the id in...

[shalmaxb]

This is very difficult to understand, what you want to achieve. It does not matter if you have base or base plus entity, relationships are possible the...

[shalmaxb]

https://docs.espocrm.com/administrat...tycountrelated...

[shalmaxb]

perhaps this helps: https://forum.espocrm.com/forum/gene...s-in-list-view

you may see it in production app here:...

[shalmaxb]

It is quite a complex formula, I hope you can get it, how I achieved it. The two very last (commented) lines are those to link the document, what does...

[shalmaxb]

Hi, I have an entity, from which I create a PDF document, send it by mail and at the same time put a copy of that PDF to a pre-defined folder. This all...

[shalmaxb]

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[shalmaxb]

already written in thread #2 https://forum.espocrm.com/forum/exte...003#post119003

[shalmaxb]

lazovic, thanks for the hint, I did not realize, that "folder" is also a record....

[shalmaxb]

In my app I have a yearly recurring event, for which I emit contracts. These contracts I send to the participants as attachment in an email. The contract...

[shalmaxb]

ok, what do you think? Where is the solution? Look, this is very, very easy. Don`t expect this forum to deliver ready-to-use solutions for your custom...