How do I add activities inside a tab

nioxr · February 9, 2024, 7:19pm

Activities are HTML Field inside Lead form. I don’t see any way to edit them. Are they somehow hooked with code? If yes, where?

Also how can I use them inside other forms? For example, I want to use the Activites and Note tabs (Currenlty there inside Leads) in the customer forms.

niraj_regmi · March 18, 2024, 11:44am

any solution on this

Mohammadali · March 18, 2024, 12:07pm

Hi @nioxr @niraj_regmi

If you want to see where the code is done. So you can see here

github.com

frappe/erpnext/blob/7695759f3ce9c3acb1db986c6cd3a82d520289c5/erpnext/crm/doctype/prospect/prospect.js#L51


      
          		const crm_notes = new erpnext.utils.CRMNotes({
          			frm: frm,
          			notes_wrapper: $(frm.fields_dict.notes_html.wrapper),
          		});
          		crm_notes.refresh();
          	},
          
          	show_activities(frm) {
          		const crm_activities = new erpnext.utils.CRMActivities({
          			frm: frm,
          			open_activities_wrapper: $(frm.fields_dict.open_activities_html.wrapper),
          			all_activities_wrapper: $(frm.fields_dict.all_activities_html.wrapper),
          			form_wrapper: $(frm.wrapper),
          		});
          		crm_activities.refresh();
          	},
          });

Thank You!

niraj_regmi · March 18, 2024, 12:54pm

Tried this but it does not help me

M.Toseef · September 12, 2024, 4:45am

This can be done with 2 simple steps:

First define fields in doc same as defined in default doc like “Opportunity”.
Then add client script for the doc you want to add activity tab as below:

frappe.ui.form.on(‘Test’, {
refresh(frm) {
const crm_activities = new erpnext.utils.CRMActivities({
frm: frm,
open_activities_wrapper: $(frm.fields_dict.open_activities_html.wrapper),
all_activities_wrapper: $(frm.fields_dict.all_activities_html.wrapper),
form_wrapper: $(frm.wrapper),
});
crm_activities.refresh();
}
})