Create protected formulas

[shalmaxb]

The title may not explain enough, what my question is. I created an app, which is used by different users in somehow different configurations. Though...

[shalmaxb]

I think it is due to this problem, I also ran through once: https://forum.espocrm.com/forum/gene...y-to-parent-re...

[shalmaxb]

This should be possible to set this way: Hello {assignedUserName}
So you would look in the dropdown on the left for Task and then on the right side...

[shalmaxb]

A final invoice can be different to a quote. But in fact, that is a way as well, if the values must not be the same in quote and invoice.

[shalmaxb]

You can achieve this with a custom entity, few formulas and a PDF template (if you need a printed version).

[shalmaxb]

Or you have the advanced extension, then you can create workflows for that. Or you have to create formulas for this purpose and sending a mail using the...

[shalmaxb]

Hi, open the email templates and follow so:...

[shalmaxb]

the available fields are in the email template. There you first choose the parent entity on the left side and then a dropwdown appears on the right for...

[shalmaxb]

Hi, it is quite difficult to understand, what you want to achieve. You can easily create relationships in the entity manager. It is the way to do it....

[shalmaxb]

where do you see quick create mode?

[shalmaxb]

as since the beginning it developed into a universe, will you change the name in future?

[shalmaxb]

Sometimes Google search could lead faster to what you are searching in the documentation:
I put in "espoCRM date formatting", first result:...

[shalmaxb]

Du kannst doch in der Listenansicht solche (Such-)Filter anlegen. Also zunächst das WV Datumsfeld im Layoutmanager -> Suchfilter hinzufügen. Dann...

[shalmaxb]

Hi, did you try to escape the < and the > as stated in the error by brackets?

[shalmaxb]

I do that often by the following construction (regarding your use case):

1. Set a default value in the name field, so it would not be empty...

[shalmaxb]

You also can put the fields, which should be displayed under certain conditions only all together in one panel and display that panel conditionally. Then...

[shalmaxb]

This is called link alias. The way I achieve this is to put the link in a Textbox-Field an do a markup formatting, like so:

[Your displayed...

[shalmaxb]

The formula would be:

minuten = datetime\diff(ende, beginn, 'minutes')

You calculate the minutes between start and end, here...

[shalmaxb]

I have images in my entity, which have to have a size by 1600 px. Is it somehow possible to copy these images to another image field and resize them on...

[shalmaxb]

That sounds great.