Building custom entities and relationships in EspoCRM
Turning EspoCRM into a business application with the Entity Manager: entity types such as Base, Person and Company, custom fields, relationship types and the c prefix.
EspoCRM customization and development
Specific ways to adapt EspoCRM: Entity Manager, layouts, dynamic logic, formula scripts, PDF templates, extension packages, hooks and custom buttons.
Customizing EspoCRM layouts for teams and portals
Designing detail, list, side panel, search filter and Kanban layouts in EspoCRM, with different layouts per team or portal and custom list layouts for reports and panels.
EspoCRM dynamic logic for conditional fields
Making EspoCRM forms react to data: showing, requiring or locking fields by condition, dependent enum options and invalidity rules, and where formula is needed instead.
EspoCRM formula scripts for calculated fields and validation
Using Formula in EspoCRM: before-save scripts in the Entity Manager, API before-save scripts, common functions for records and dates, and debugging scripts.
EspoCRM PDF templates for quotes, invoices and records
Designing PDF output in EspoCRM: templates per entity type, mass printing limits, role access to printing, international fonts and PDF engines.
Developing and packaging EspoCRM extensions
Shipping EspoCRM customizations as an installable extension: the ext-template, manifest, files and scripts directories, version ranges and keeping custom code upgrade-safe.
EspoCRM hooks for server-side business logic
Running PHP when EspoCRM records are saved, removed or related: hook types including late hooks after commit in v10, file locations, ordering and when a workflow is enough.
Adding custom buttons and actions to EspoCRM views
Adding buttons and dropdown actions to EspoCRM detail, list and edit views: clientDefs metadata, handlers, ACL checks and visibility functions.
