EspoCRM Internal & Public Case
Ability to hide Case from portals & stop (emails | in-app) notifications, adds control field named "Is Internal" with preset filters.
Is Internal Field:
A new boolean field isInternal is added to the Case entity.
- If true (checked), the Case will be hidden from all portal users.
- If false (unchecked), the Case will behave as per the default EspoCRM configuration, and portal users will have access to it.
Reversible:
The extension is reversible, meaning that you can anytime easily switch a case from internal to public and vice versa.
Custom Logic via Formula:
Administrators can control the isInternal field using EspoCRM's formula system. This allows for custom logic to automatically determine whether a case should be marked as internal or public.
Predefined Filters:
The extension provides two preset filters for easy case management:
- Public Cases.
- Internal Cases.
Switch Button Configuration:
A switch button configuration is already set up for the isInternal field. If you used Ebla Switch Extension.