Home - o-data/EspoCRM-Learning-and-Design GitHub Wiki

EspoCRM Learning, Development and Design Thread

Welcome to the EspoCRM-Learning-and-Design "wiki"! Created by an user for the community. Below you will find a collection of various useful, helpful or FAQs thread separately (poorly) into different category. Please contribute if you want to help!

Discussion thread: https://forum.espocrm.com/forum/general/54706-learning-espocrm-and-design

Official Documentation by the EspoCRM Developer: https://docs.espocrm.com/

Official Glossary of "Words" and Definition (Good for New User): https://www.espocrm.com/crm-glossary/

Video Tutorial by emillod: https://forum.espocrm.com/forum/developer-help/72684-video-tutorials-let-me-know-what-do-you-think-#post72712

Table contents >>> see on the right side of Github. Click on the "Page"

2.0 EspoCRM Installation & Starter

Some administration/Server IT Guy work and installation to get start with EspoCRM as "bare bone", then you would need to slowly fix up and make edit to make it relevant to your usage.

3.0 EspoCRM Customization in GUI

This section can be edit by just using EspoCRM build-in GUI (Graphic User Interface) only without needing to code or getting access to server/file. You may need Administration privilege though.

3.1 Formula

Formula Sandbox (v7+) - https://forum.espocrm.com/forum/general/82348-formula-sandbox-help?p=82358#post82358
Adding custom formula function (PHP) "Proper Case" ucwords() - https://forum.espocrm.com/forum/general/66341-formula-proper-for-string
Date change by event in Opportunities - https://forum.espocrm.com/forum/general/61606-date-change-by-event-in-opportunities
Get only Year from DateField - https://forum.espocrm.com/forum/general/64094-get-only-year-from-datefield
Auto fill Postcode from Street Name (City) -https://forum.espocrm.com/forum/developer-help/61770-autofill-postcode-and-district-after-choosing-street
Copy field to another Entity - https://forum.espocrm.com/forum/general/61909-copying-content-of-textbox-from-one-entity-to-second-and-edit-in-second
Month and Date convert to Period Quarter (e.g. Quarter1 Q1__ Quarter 4) - https://forum.espocrm.com/forum/general/62675-how-to-configure-formula-for-date-format-quartal#post62675
Formula to have record Name as ParentName - https://forum.espocrm.com/forum/general/59284-default-value-for-call-name-using-entity-fields
Using Formula, adding Formula. Dragging or retrieving data from other entity or data - https://forum.espocrm.com/forum/developer-help/54901-help-request-document-relationship-to-case-account
If false/true then set condition (blank null) - https://forum.espocrm.com/forum/general/60149-help-formula-if-checkbox-is-true-date-should-be-none-blank?p=60168#post60168
ifThen update another entity field - https://forum.espocrm.com/forum/general/64690-change-the-value-of-one-entity-field-when-changing-a-value-in-another-entity
ifThen blank and input - https://forum.espocrm.com/forum/general/67109-condition-formula-error
Default field name from Entity - https://forum.espocrm.com/forum/developer-help/59284-default-value-for-call-name-using-entity-fields#post62828
ifThen nested multiple option search and check calculation - https://forum.espocrm.com/forum/general/82116-ifthen-or-nested-ifthenelse-contacts-formula
Calculate Sum of Opportunities / Opportunity - https://forum.espocrm.com/forum/general/62829-calculate-sum-value-in-opportunities
Email linking to Parent (case) - https://forum.espocrm.com/forum/general/63478-filter-emails-into-cases-tasks-etc#post63478
Default Image field - https://forum.espocrm.com/forum/general/64141-default-image-in-image-field
Adding a QRCode (Barcode) to open your EspoCRM website/link - https://forum.espocrm.com/forum/general/55971-how-to-create-qrcode-with-reference-to-new-entry
Copying one field from another entity through Formula - https://forum.espocrm.com/forum/general/66445-copy-value-of-field-in-one-entity-in-another
Lead name as call name - https://forum.espocrm.com/forum/developer-help/66471-lead-name-as-the-default-call-name-when-scheduling
URL Cleaning (string\replace) for Jitsi Meeting - https://forum.espocrm.com/forum/developer-help/68058-url-cleaning-function
(German) Add Title (Doctor) Sehr geehrter - https://forum.espocrm.com/forum/international-support/deutschsprachiger-support/46426-geschlechterspezifische-anrede-in-emails
Incorrect timezone? Date? Make sure to have timezone in Formula - https://forum.espocrm.com/forum/general/71680-problem-with-the-function-string-concatenate-string_1-string_2
Array push Multi-enum field (adding) without removing previous data (Require workflow?) - https://forum.espocrm.com/forum/general/73158-include-don-t-replace-options-in-a-multi-enum-field#post73158
QRcode to scan a single contact person - https://forum.espocrm.com/forum/general/54706-learning-espocrm-and-design?p=74484#post74484
Find and get related Record (relatedOne) information (including Note/Stream) - https://forum.espocrm.com/forum/general/76126-function-findrelatedmany-to-find-contact-histories#post76126
Check if record Exist before Create (record\findOne) - https://forum.espocrm.com/forum/general/76264-can-record-exists-formula-value-be-from-another-entity#post76264
Create/Add multiple email by Formula - https://forum.espocrm.com/forum/general/76398-formula-to-create-multiple-contact-phone-numbers#post76516
Add Increment NumbersID for an entity (Invoice in this example) - https://forum.espocrm.com/forum/general/76677-increment-id-in-invoice-contract?p=76688#post76688
Rename (uploaded) attachment filenames - https://forum.espocrm.com/forum/developer-help/82160-rename-uploaded-files-attachments
Assign "Create from Email" status to new Case using formula & workflow - https://forum.espocrm.com/forum/general/82051-assign-another-status-on-cases-created-based-on-inbound-email
Auto send 'Welcome Email' using template on creation - https://forum.espocrm.com/forum/general/82589-account-creation-with-emails-urgent
Formula to split Street Address to other arrangement or field - https://forum.espocrm.com/forum/general/87881-import-us-format-address-to-espo-format-address
Create Variable and using formula edit later - https://forum.espocrm.com/forum/general/90971-related?p=91192#post91192
Noting/Note if the new (current) record was duplicated from an old record - https://forum.espocrm.com/forum/extensions/90529-how-to-get-original-record-id-of-cloned-object#post90529
Auto show current Steam Notes in a field using formula - https://forum.espocrm.com/forum/general/92537-help-me-stream-post#post92538
Random generate number (RNG GOD) (4-6) digits - https://forum.espocrm.com/forum/general/93621-generating-random-6-digit-and-4-digit-numbers-in-crm#post93621
How to use Loop formula - https://forum.espocrm.com/forum/general/100286-create-multiple-related-records-from-one-relationship-field?p=100426#post100426

3.2 Template PDF (Print-to-PDF_) & Email Template

Handlebar Javascript Example - https://www.cloudhadoop.com/handlebarjs-if-helper/
Inline CSS / HTML Email Look Beautiful Pretty - You need to use inline CSS (some example) - https://dashboard.unlayer.com/create/blank | https://templates.mailchimp.com/resources/inline-css/ | https://uicookies.com/free-responsive-email-templates/
Email Printing Attachment's image to PDF - https://forum.espocrm.com/forum/general/54706-learning-espocrm-and-design?p=66160#post66160
Listing all Contact in a meeting and/or All Meeting of a Contact (Should work for other entity too, e.g. Account) - https://forum.espocrm.com/forum/general/66141-template-show-list-of-attended-meetings-of-a-contact
Table, Column and Row - https://forum.espocrm.com/forum/developer-help/66483-pdf-template-tables-doesn-t-print-cells-all-data-on-top-of-each-other
Handlebar reference, for use of non-EspoCRM field (for example: dateformat)- https://docs.celigo.com/hc/en-us/articles/360039326071-Handlebars-helper-reference
Print to PDF Filter & Tips - https://forum.espocrm.com/forum/developer-help/78879-tips-print-to-pdf
Print Grandchildren & Grandparents information - https://forum.espocrm.com/forum/developer-help/84741-pdf-template-get-relation-field-of-relation#post84904

3.3 FAQ_ Questions and Answer & General Inquiry

Exporting Accent Unicode and Multiple Accounts - https://forum.espocrm.com/forum/bug-reports/61859-problem-by-exporting-%C3%BC-%C3%B6-%C3%A4-and-multiple-account#post61862
Updating Update Upgrade through no-GUI_ using Command Line CLI_ SSH_ Shell PuTTY - https://forum.espocrm.com/forum/announcements/58363-espocrm-5-9-0-released?p=58424#post58424
Updating EspoCRM and CLI_ (SSH_/Webserver) Version: https://forum.espocrm.com/forum/installation-and-upgrade-help/61519-i-can-t-upgrade-from-client?p=62905#post62905
Assigning a contact in Portal Users does seem to work - https://forum.espocrm.com/forum/developer-help/73441-assigning-a-contact-in-portal-users-does-seem-to-work#post73441
Maximum numbers of field, speed and restriction - https://forum.espocrm.com/forum/general/75405-is-there-a-maximum-number-of-fields-in-a-form#post75405

3.4 Workflow

Require extension Advanced Pack to use.

Count Opportunities of a certain Sale Type per Contact - https://forum.espocrm.com/forum/general/62300-how-to-count-opportunities-of-a-certain-sale-type-per-contact
Create Portal User through Workflow - https://forum.espocrm.com/forum/general/58998-add-portal-user-entity-in-workflow-entity-list#post59002
Set/Create User Password Expiration time - https://forum.espocrm.com/forum/general/60632-how-to-set-user-password-expiration
Send Message to MS Teams Channel with AdvancedPack - https://forum.espocrm.com/forum/developer-help/65194-send-message-to-ms-teams-channel-with-advancedpack
Auto-assign or Create User login account for a Contact - https://forum.espocrm.com/forum/general/77024-how-can-i-automatically-assign-a-user-to-a-contact#post77063
Send Tracking URL to Email - https://forum.espocrm.com/forum/general/85368-simple-url-tracking-issue
Get and store JSON into a field - https://forum.espocrm.com/forum/general/85495-reading-an-http-response-body
Check for Contact Duplicate with Phone Numbers using Workflow - https://forum.espocrm.com/forum/general/86144-contacts-with-same-phone-number
Convert POST/API Request Response of XML to JSON - https://forum.espocrm.com/forum/general/87585-xml-to-json
Get information from Email and Map/Create Records for it: https://forum.espocrm.com/forum/general/88932-get-and-map-values-from-email
Sending Telegram message with attribute (field template) - https://forum.espocrm.com/forum/general/64665-attribute-to-telegram
Attach A Pre-Existing Attachment To Email - https://forum.espocrm.com/forum/general/89130-attach-a-pre-existing-attachment-to-email

4.0 Customization - Themes, GUI, Visual

Visual, GUI, customization, Interface, etc - All editing to make your EspoCRM stand out, easier to use and read or suit your requirement. Some are easy to use (theme) where you can just install, other you need to dig through menu and edit one by one or require you to do coding.

4.1 Themes

DevCRM's Dubas Light Theme - https://forum.espocrm.com/forum/extensions/62330-free-espocrm-theme-adjusted-by-devcrm-it
DevCRM's Dubas Dark Theme - https://forum.espocrm.com/forum/extensions/63347-free-dark-theme-for-espocrm-adjusted-by-devcrm-it
novastream's Espocrm-light-theme - https://forum.espocrm.com/forum/extensions/70913-espocrm-free-light-theme-base#post70913
novastream's Hub Inspired Theme - https://forum.espocrm.com/forum/extensions/78850-hub-inspired-theme
novastream's Modern Theme (Hub Theme for EspoCRM 7.x) - https://github.com/novastream/Modern-Theme

4.2 General Design & Layout

Interface Mortification GUI_ File Location - https://forum.espocrm.com/forum/developer-help/61108-reference-espo-gui-script-map-guide-where-can-i-change-something
Percentage fill field float - https://forum.espocrm.com/forum/general/62262-filling-percentage
Change Favicon: https://forum.espocrm.com/forum/developer-help/56815-how-to-change-the-favicon
Custom Icon - https://forum.espocrm.com/forum/developer-help/64396-location-of-icons
Custom SVG icon for entity - https://forum.espocrm.com/forum/feature-requests/73134-new-icon-pack?p=73454#post73454
(Code) Make List View Column resize through drag rather than static Column Width % - https://forum.espocrm.com/forum/feature-requests/49975-expand-column
(Code + Extension) Create Bootscrap Dashboot Widget (Homepage) - https://forum.espocrm.com/forum/developer-help/62891-tutorial-how-to-create-a-bootstrap-dashboard-progress-cards-widget-inside-a-dashlet
(iframe Dashlet) - Adding weather 'widget' to your homepage (or can be anything that can be load as iframe) - https://forum.espocrm.com/forum/general/78408-weather-to-the-home-page?p=78423#post78423
(Code + Limited Setting) Change color (colours) in Calendar - https://forum.espocrm.com/forum/feature-requests/23444-color
(Code) Change Logo of Calendar and Navigationbar - https://forum.espocrm.com/forum/developer-help/64998-i-can-t-change-the-calendar-color#post65045
(Lifehack) Hide or "Minimized" Accordion style details layout - https://forum.espocrm.com/forum/general/62097-hiding-panels-on-detail-layout
EspoCRM linking to Website Description Field blurb except (ApplicationName) - https://forum.espocrm.com/forum/feature-requests/62410-adding-description-field-similar-to-applicationname
(Code) Kanban as default view instead of list - https://forum.espocrm.com/forum/general/67607-kanban-view-as-default
Customize layout for Portal user using Layout set - https://forum.espocrm.com/forum/general/68373-report-panels-how-to-hide-from-portal-users
Portal/User Knowledgebase Article permission and hiding (hide) and showing category - https://forum.espocrm.com/forum/general/70568-show-knowledgebase-articles-conditional?p=70745#post70745
Hide "None" (non-input, blank, missing value) by using Label Manager trick - https://forum.espocrm.com/forum/general/71718-remove-placeholder-empty-in-a-empty-field#post71718
Change the default icon pack - https://forum.espocrm.com/forum/feature-requests/73134-new-icon-pack#post73134
Change List View to Pagination (Page 1 2 3 instead of Show More) - https://forum.espocrm.com/forum/feature-requests/8146-pagination-instead-of-show-more#post76220
Full Width record view through CSS edit - https://forum.espocrm.com/forum/developer-help/76474-full-width-for-records#post76474
Add tab to Bottom Panels - https://forum.espocrm.com/forum/announcements/82755-espocrm-v7-2-0-released?p=83699#post83699

5.0 Official EspoCRM Related

Anything related to the official EspoCRM team and coder, moderator, etc.

5.1 Official EspoCRM Extensions

Report accumulated result month over month - https://forum.espocrm.com/forum/general/63937-report-accumulated-result-month-over-month
Compatibility older AdvancePack with EspoCRM 6.x - https://forum.espocrm.com/forum/extensions/64076-compatibility-older-advancepack-with-espocrm-6-x

5.2 Administration Details / Server Developer

The section below is information that may be helpful if you want to code/develop.

HTML/CSS:	Bootstrap	https://getbootstrap.com/
Print-to-PDF_ Template:	TCPDF	https://tcpdf.org/
Language/Code:	Object Oriented PHP / JS (Javascript)
Framework:	Backbone.js	https://backbonejs.org/
Template	Handlebar (Email/PDF)	https://handlebarsjs.com/guide
API:	RestAPI v1 / JSON	https://docs.openshift.com/container-platform/3.9/rest_api/index.html
Field WYSIWYG	Summernote	https://summernote.org/
PHP version:
Library:
Calendar:	Full Calendar	https://fullcalendar.io/
Translation:	PO Format	https://poeditor.com/join/project/gLDKZtUF4i

5.3 EspoCRM PARTY

yurikuzn - Developer
AlexAv - EspoCRM Team
tarasm - Moderator

Contributing Community Member:
Maximus

FAQ / Common Question - https://www.espocrm.com/help/common-questions

Official Links:

Code - https://github.com/espocrm/espocrm/
Website - https://www.espocrm.com/
Forum - https://forum.espocrm.com/
Documents (official) - https://docs.espocrm.com/

5.4 EXTERNAL PARTY

Third Party App, Software or Integration

5.5 3rd Party Tools & App Software

Mobile Phone App
iOS/iPhone/Apple

Progressive Web App (Self-Create your App) - https://forum.espocrm.com/forum/feature-requests/37063-mobile-app-for-ios?p=64040#post64040
Bertley - Require subscription to use. https://forum.espocrm.com/forum/feature-requests/49578-mobile-apps-for-both-ios-and-android-devices?p=60452#post60452 -- (Forum member Betrly Admin)
Obi CRM App - (Pay 2 Use) 15 Days Trial - https://apps.apple.com/tr/app/obi-crm/id1534304975 -- (Forum member: obicrmapp)

Android/Google

Progressive Web App (Self-Create your App) - https://forum.espocrm.com/forum/feature-requests/37063-mobile-app-for-ios?p=64040#post64040
BreakFree - Return from inactivity in September 2020! Update is planned to make it compatible again. https://breakfreeapp.com/ -- (Forum member
Obi CRM App - (Pay 2 Use) 15 Days Trial - https://play.google.com/store/apps/details?id=com.obicrmmobileapp&hl -- (Forum member: obicrmapp) - Discussion thread - https://forum.espocrm.com/forum/extensions/63758-mobile-app-for-espocrm

Web-browser (Firefox, Chrome, Internet Explorer)

Download multiple attachment (or documents?) quickly with addon - https://forum.espocrm.com/forum/general/54706-learning-espocrm-and-design?p=66440#post66440 DownThemAll

Script, Software

Mass upload to documents attachment from your PC/Computer - https://forum.espocrm.com/forum/general/92421-request-for-mass-import-of-200-documents-into-documents-entity?p=92636#post92636

5.6 Sync / Integration / API_ Call, Read, Post, Get

integromat - https://www.integromat.com/en/integrations/espo-crm

5.7 Developer & EspoCRM's 3rd Party Service Provider

Ebla Soft - https://www.eblasoft.com.tr -- (Forum member eymen-elkum) - https://forum.espocrm.com/forum/job-offers-requests/find-customer/43527-ebla-soft-turkey
Dubas Dev CRM - https://devcrm.it/ -- (Forum member emillod) - https://forum.espocrm.com/forum/job-offers-requests/find-customer/54178-dubas-poland
Kunst Service - www.kunstservice.net -- (Forum member shalmaxb) "Comprehensive catalog raisonné for artists and collectors to support the entire administrative and organizational process in managing, documenting and placing artistic work on the market. The application is available free of charge in German for the German market. Individual adjustments are possible."
Osom CRM - https://forum.espocrm.com/forum/job-offers-requests/find-customer/87980-osom-crm-lithuania
BPM4b (@dimmy) - https://bpm4b.com/extensions/

6.0 Extension and Addons

Free extensions, paid extension or even dead and no longer compatible with the current EspoCRM version.

Kharg - https://github.com/Kharg/rss-dashlet/releases/latest

6.1 Free Extensions:

(Admin) Login as User (other account) - https://github.com/mozkomor05/espocrm-login-as-user-extension
Email - Preview - https://github.com/mozkomor05/espocrm-email-preview-extension
EspCRM - Modifcation & "Extension" (Not really Extension, it require manual work) - https://github.com/o-data/EspoCRM_Modification
Document Management (murugappan) - https://forum.espocrm.com/forum/developer-help/60982-creating-a-pop-up-message-notification-instead-of-a-push-notification?p=62140#post62140
telecastg Collection of Extensions - many different extensions) - https://github.com/telecastg/
Eblasoft's Espo Plus (it free, use coupon in description) - https://www.eblasoft.com.tr/product-page/espo-plus
Public attachment extension for EspoCRM by devcrm.it - https://forum.espocrm.com/forum/extensions/65328-public-attachment-extension-for-espocrm-by-devcrm-it
Address Country List (Autocomplete/Enum) by devcrm.it - https://forum.espocrm.com/forum/extensions/65607-address-field-extension-prepared-by-devcrm-it
(New Field) Generate UUID (unique ID) by devcrm.it - https://forum.espocrm.com/forum/extensions/65719-free-uuid-field-extension-for-espocrm-by-devcrm-it
(Need to 'build') Various Extensions by hdijkema - https://github.com/hdijkema?tab=repositories&q=espocrm&type=&language=&sort=
Short URL & Alias, Redirection - https://docs.dubas.pro/extensions/short-url/
Tabbed Record Relationship in Details view - https://forum.espocrm.com/forum/extensions/77784-tabbed-record-view-extension
Dubas' Product Category (Required Sale Packs) - Retrieve or get Product ID Category, etc for PDF Invoice - https://forum.espocrm.com/forum/extensions/85375-free-addon-to-sales-pack-which-populates-product-category-from-product
Dynamic Checklist (by Kharg forked from telecastg) - https://forum.espocrm.com/forum/extensions/87589-dynamic-checklist-for-espocrm-7-3-0
Stream Pro (full date time in stream and stream updates expanded) - https://forum.espocrm.com/forum/extensions/82650-stream-pro-full-datetime-in-stream
Collection of free and paid Extensions by Osom CRM
Translation Manager (Label) - https://forum.espocrm.com/forum/extensions/92613-translation-manager
e-Signature Signing Canvas - https://forum.espocrm.com/forum/extensions/108512-esignature-electronic-signature-extension-for-espocrm
2024-08 - Mass convert Leads to Contacts - https://github.com/hidden-hint/ext-mass-convert

6.2 Paid Extensions:

Eblasoft's Map Extensions (discussion thread) - https://forum.espocrm.com/forum/extensions/64063-map-extension
Activity Logs, Chat System and Internal Message extension - https://forum.espocrm.com/forum/extensions/73105-new-commercial-extension-chat-boards-for-espocrm#post73105
List Edit View (spreadsheet similar) - https://forum.espocrm.com/forum/extensions/76283-list-plus-extension-tabular-list-inline-editing-and-column-resizing-without-coding
Group Records/Data - https://forum.espocrm.com/forum/extensions/80971-grouped-records-for-espocrm-commercial-extension | https://payhip.com/b/n86ud
Collection of Extension by Russian developer - https://bpm2b.com/bpm2b-extensions

6.3 Extensions Resource, Guide and Information

Admin GUI Area notifications about new release - https://forum.espocrm.com/forum/feature-requests/65605-download-url-s-in-adminarea-notifications-about-new-release
Integration Intregration external (Javascript) library libraries - https://forum.espocrm.com/forum/general/72614-how-to-integrate-external-libraries?p=72714#post72714
Creating custom Entity to become an Install-able Extension (discussion and theory) - https://forum.espocrm.com/forum/general/71445-pack-an-entity-to-make-it-installable#post76727

7.0 Require Coding/Programming/Skill/Coder

This section require you to be able to code or follow the code somehow, it also mean you have access to the server files where EspoCRM is installed. If you using EspoCRM cloud version then you can't do anything of this. Host it yourself or with a server provider. And if you can't code at all, then there is limited thing you can do (maybe).