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IMAP & SMTP configuration. Mass Email. Stream. Sales management: Leads & Opportunities. Case management. Activities & Calendar. Mail Merge (mass snail mailing) Knowledge Base. Documents.
- Webhooks
webhookId can be obtained from a response upon a webhook...
- Installation
Installation¶ Requirements¶. EspoCRM can run on most hosting...
- Formula Script
The admin can run Recalculate Formula action for specific...
- Apache
Server configuration¶. On a production environment the...
- Nginx
Nginx server configuration for EspoCRM¶. These instructions...
- Upgrading
Versioning (X.Y.Z): X – major – incompatibility issues are...
- Extensions
In order to install EspoCRM extension (e.g. Advanced Pack):...
- Jobs
Jobs¶. Jobs are tasks executing in the background. They...
- Troubleshooting
EspoCRM Documentation GitHub Home Administration...
- Console commands
Upgrades EspoCRM instance to the next available version. The...
- Webhooks
- Usage¶
- Select Query Parameters¶
- Sth Collection¶
- Complex Expressions¶
- Query Builder¶
- Defs¶
Create new entity¶
Note: It creates a new instance but doesn't store it in DB. The entity doesn't have ID yet.
Store entity¶
With options: Options: 1. skipHooks – skip all hooks; workflows, formula will be ignored; 2. silent – workflows will be ignored, modified fields won't be change; 3. skipAll – skip all additional processing; 4. skipCreatedBy – createdBy won't be set with current user; 5. skipModifiedBy – modifiedBy won't be set with current user; 6. createdById – override createdBy; 7. modifiedById – override modifiedBy.
Has attribute value¶
Checks whether an attribute is set. Note: If it's set to NULL it will return true.
Join¶
Join relationship: Left-Join relationship: 'opportunities' is a relationship name. Join alias: Joining any table (a table name should start with an apper case letter): Joining a table with the query builder: Important: When joining by a table name (upper case is used), 'deleted' => falsefilter is not applied implicitly. You need to provide it explicitly.
If STH is set (with sth method), the find method will return a collection (instance of SthCollection) that doesn't allocate memory for all result data.
MONTH:(closeDate) and SUM:(amountConverted) in the example above are complex expressions. See moreabout them. It's possible to build expressions with the Expressionclass (as of v7.0). It's possible to add custom functions (as of v7.0.8). An implementation class name for a custom function should be defined in metadata by the path app > orm > functio...
Delete: Select: Update: Update with join (not implemented for PostgreSQL): Insert: Mass insert: Mass insert by populating with a select sub-query: Union: Cloning and modifying an existing query:
As of v7.0. ORM Defs can also be required as a dependency so that it will be injected into your class. Use the type hint Espo\ORM\Defs. Check entity existence: Entity defs: An attribute list: Attribute defs: A relation list: Relation defs: A field list: Field defs: See all available methods in: 1. Espo\ORM\Defs\EntityDefs 2. Espo\ORM\Defs\Attribute...
EspoCRM uses Monolog library for logging. The library is shipped with a set of handlers. The library is shipped with a set of handlers. There is the ability to specify which handlers to use in Espo.
List Reports. List report displays the list of records that meet the specified criteria. To create a new list report, click on Reports tab and then click Create Report button. Choose needed Entity Type, then click Create button at List Report section. At Columns field, pick the fields you would like to be displayed.
Click Create Product from the Products page, select Template Type. Then, in the Template tab, add needed attributes. For every attribute, select options needed options. Then Save the product. After that, you need to generate variants. From the template product detail view, open the Variants tab in the bottom, click Generate.
REST API¶. EspoCRM is a single page application so the frontend uses REST API to connect with the backend. All operations you perform using the UI, you can implement via API calls using your programing language.
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Learn how to use service classes to access records and business logic in EspoCRM. See examples of record service, service container and service class creation and usage.
