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documentation's Introduction

EspoCRM Documentation

View documentation

How to build

Assuming you have python and pip installed.

Install the packages:

  1. pip install mkdocs
  2. pip install mdx_truly_sane_lists
  3. pip install mkdocs-material

Command to build:

mkdocs build

On Windows:

python -m mkdocs build

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documentation's Issues

Clarify when API token gets invalidated

https://github.com/espocrm/documentation/blob/master/development/api.md states:

or token is not valid anymore

Please can you elaborate why/when/how a token might be invalidated?

I would like to create an API token for my API script to use, but I am worried that it might 'randomly' encounter this 401 error due to the token becoming invalidated. This is just for a "quick and dirty" script, so I don't really want to implement code to handle that situation if the conditions that cause token invalidation will not apply...

Gmail Oauth panel does not show up for gmail account

OS: Ubuntu 20.04.1 LTS
Browser: Firefox, Chrome
EspoCRM: 5.9.4 (Running in local docker)

I set up Personal Email Account using a gmail address and saved the account. As per the docs (https://docs.espocrm.com/extensions/google-integration/gmail/), a panel on the right should allow me to authenticate with gmail server using OAuth, but there was no such panel after 'Save', just the block showing Assigned User, Created and Modified.

I have attached the screenshot below.
image

Thanks,
Hemant

I will clone the files to tl_PH

I will clone your recent files of development and some of the user-guide so that i could easily translate the files directly from github. will make PR and put a commit description of "For Translation"

Thanks
@yurikuzn

Install Espocrm in Windows Server 2019, IIS

Hello folks,

I tried to install EspoCRM in a fresh installation of Windows Server 2019, but after I configured the IIS and gave the IIS permissions on EspoCRM folder I get the following problem:

EspoCRM

I can click the start button, but it doesn't direct me to the next phase of the installation.

I got PHP 7.3 running on this machine, but also tried older versions.

Best regrads

Patrick

Install Espocrm in Windows Server 2008, IIS

Hi ,

I tried to install Espocrm in windows server using IIS , but it give me this error

Permission denied for "data" directory. Please set 775 for "data" or just execute this command in the terminal
cd C:\inetpub\wwwroot\Archive && find data -type d -exec chmod 775 {} +;
Operation not permitted? Try this one: cd C:\inetpub\wwwroot\Archive && find data -type d -exec sudo chmod 775 {} +;

suggestion : log handling

For log processing it would be nice to always log to espo.log,
and move it to espo-2020-01-16.log at the end of the day.

This facilitates log processing eg
grep -i Espo.WARNING espo.log | cut -c 22-100 | uniq -c

Translation of espoCRM documentation into spanish language

Greetings espoCRM Team!

I would like to help translating the documentation of espoCRM into spanish language. In order to do so, I have a couple of questions.

Should I make a new branch called Spanish and do the translation from there? or how would it be more convenient to have this translation?

Thanks in advance for your answer.

Requesting for Tagalog or Cebuano Translation

Hi, I would like to open translation for Tagalog or Cebuano. I willing to contribute for this project using our own languageand also to introduce this project to my fellow Filipino people.

Logo design

Hello, I would like to design a logo for your project. Do you have something on your mind for your logo? I can give some ideas if you are interested?
Greetings
Nuno

Translations into indonesian language

Hello team EspoCRM ,
I am translator indonesian language , i want to help your project to translate espoCRM into indonesian language , thank you for your attention,

Regard

Clarify when 'EspoClient: Unknown Error'

The message "Uncaught exception 'Exception' with message 'EspoClient: Unknown Error' in "

the response code is 200, but i receive this message when i just try your example

$client = new EspoApiClient('https://your-espocrm-site', 'USERNAME', 'PASSWORD');

$response = $client->request('POST', 'Lead', [
'firstName' => 'Test',
'lastName' => 'Hello'
]);

This message does not make the error very clear

Request to translations

Dear to owner project, introduce my name yuyuart who come from indonesia, i want to translate to indonesia in your project, if you wish, allow me to contribute in your project,.Regards,

Contribute Chinese Simplified Translation

Hello,
I am a Chinese Simplified translator, I am reaching out to see whether you want some Chinese Simplified (zh-CN) translation contribution.
Wait for your reply.

Best,
Kenneth

additional info

  • suggest to add link to "how to upgrade extensions", or explain that this is part of the knowledgebase in the portal
  • suggest to be explicit if it is allowed to jump from 1.03 -> 1.05 directly, skipping 1.04

Want to send Mass emails

I want to send Mass emails
have installed EC v4.8.1 in a AWS EC2 instance.

In Scheduled Jobs says:

Note: Add this line to the crontab file to run Espo Scheduled Jobs:

          • cd /opt/bitnami/apps/espocrm/htdocs; /bitnami/lampstack-linux-x64/output/php/bin/php -f cron.php > /dev/null 2>&1

Please advise where I have to put the previous line:

  • Check Group Email Accounts / Scheduling
  • Send Mass Emails / Scheduling
  • CRON.PHP thru SSH

Thanks

Luis R

вопрос

Спасибо. Можете переместить папку user-guide на уровень выше?

Как это сделать?

API Create blank record

Hi, there.

I've tried to use API Rest in Espocrm, but after POST in Account, Contact and Meeting the fields record create is blank.

I used Firefox Extension http://restclient.net/ for test the rest.
The auth is ok, I tested.

Current version: 4.0.2
URL: http://ideiasoftware.com.br/crm/api/v1/Meeting

Post:

{
        "name": "Treinamento Inifit",
        "deleted": false,
        "status": "Held",
        "dateStart": "2016-03-04 10:00:00",
        "dateEnd": "2016-03-04 12:00:00",
        "duration": 3600,
        "reminders":
        [
        ],
        "description": "Test from api",
        "createdAt": "2016-03-02 13:20:53",
        "modifiedAt": "2016-03-10 01:59:41",
        "parentId": "56d6e8b306bbc347c",
        "parentType": "Account",
        "parentName": "Infinit Telecom",
        "accountId": "56d6e8b306bbc347c",
        "accountName": "Infinit Telecom",

.......
}

Return ok:

    {
        "id": "56e0db0e5635efa86",
        "deleted": false,
        "status": "Planned",
        "duration": "3600",
        "createdAt": "2016-03-10 02:25:18",
        "modifiedAt": "2016-03-10 02:25:18",
        "createdById": "1"
    }

Screen shot:

screen shot 2016-03-09 at 11 30 52 pm

Found an issue in user-guide/emails.md

Hi, i found an issue in original emails.md in user-guide when translating.

It's possible to use placefolders in email template's body and subject e.g. {Account.name}, {Person.emailAddress}. They will be replaced with values of related records.

You can use additional reserved placefolders in template body: {optOutUrl} and {optOutLink}.

I think the correct word should be used here is "placeholders", instead of "placefolders".

Add files

Hello team espoCRM

I have translate some file to indonesian , i want you add more files to indonesian language, like spanish and other language, thank you for attention!

Requesting for Filipino Translation

I would like to contribute on this project thru translating the book into Tagalog, only if you allow me to do so. I am also from the Philippines.

Translate to Thai language

Hello, I'm from Thailand and i would like to help translate the documentation to Thai language.
I would like to know how do you accept your contribution?

Looking forward to contribute.
Montakran.

Request for Cebuano Translation

Hi,

I would like to contribute in this project thru translations. I want to translate the documents to Cebuano language.

Thanks.

I can't upload in file , give me error 405

I can't upload any file , when I try to do that give me error 405 .
thank your advice
"PHP Warning: mkdir(): Permission denied in C:\inetpub\wwwroot\Archive\application\Espo\Core\Utils\File\Manager.php on line 405"

How to make a GET request for modifiedAt after a specifict datetime?

I've found that ?where[0][field]=somefield&where[0][type]=equals&where[0][value]=somevalue can be used to make a request for equality. But how can I query on a datetime field like modifiedAt? I'd like to query for all entities that have been modified after a specific datetime. How can this be done?

Is there a complete documentation for the filters that can be used on a GET request? How are the query parameters that build a filter to be used?

pleas

Dear to : Project owner
Excuse me, I would like to translate in your project into Russian, if you are willing to let me contribute to your project.

add files

Hello team espoCRM

I have translate some file to Italian , i want you add more files to Italian language, like Italian and other language, thank you for attention!

Add a new client implementation to the docs

Hi there!

Over the last week I've been working on a port of the exiting PHP API client to Rust. It is basically done now, and working.
Is there any sort of process to add this client to the list of client implementations here? By adding it, Rust users will be easily be able to get started on a project that interfaces with EspoCRM, without having to deal with the hassle of searching for an API implementation themselves, or creating one like I did.

The library is currently already available on crates.io.

Thanks

Spanish translation

I want to translate this project into Spanish, are there files to translate or is everything done?

I have issue with upgrade from 3.9.2 to 4.0.0

After upgrade from 3.9.2 to version 4.0.0 the . not working .

But i got message error 500 in installing .

and give me this message "Error 404
The url you requested can't be handled."

workflow : trigger onchange billing address not available

Use case : send Email with old and new billing address when billing address did change.

Entity : account

Issue : billing address elements are not available in fieldlist
Tried workaround : using formula entity\isAttributeChanged(billingAddressPostalCode) || ..
but this does not trigger after updating the record.

Version 5.7.11

Filipino Translation

Hi there. Can I add Filipino translations to your docs? I'd really like to contribute so that other Filipinos may discover and use this awesome project as well.

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