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Dec 2024

Hello there,:wave:

I am working on customizing our EGroupware environment to better suit our teams needs; but I have hit a roadblock when it comes to creating and deploying custom templates for specific modules.

We primarily use EGroupware for project management, task tracking, and file sharing. While the default templates work well, we would like to implement custom templates for

Including additional fields to capture specific project metrics and KPIs. With a more tailored structure for prioritization and progress tracking. Customizing the layout to match our internal reporting standards.
I have looked through the documentation and tried exploring the Admin Panel; but I am unsure about the best approach to.

Design the templates Do I need to modify any files directly; or is there a built-in editor? Deploy these templates without affecting the default setup for other users who do not require customization. Ensure compatibility with updates to avoid breaking functionality during future upgrades.

Also, I have gone through this post; http://help.egroupware.org/t/best-practice-of-creating-a-custom-table-in-egroupware-machine-learning which definitely helped me out a lot

Thanks in advance for your help and assistance.:innocent:

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    Dec '24
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    Dec '24
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Hi tyson.

Please have a look here:
https://github.com/EGroupware/egroupware/wiki/EGroupware-Customizing#Custom-fields5

Most is available in the CE version and is update-safe.

Basically everything is possible in the masks. The mask descriptions are in XML files. These are not update-safe in the CE version. You would have to import the files again after each update (and adapt them if necessary).
The EPL version has a slightly different solution. There it is update-safe and you can access the files via file manager (+ WebDAV).

We often do things like this as a service for our customers. You can see a few examples in the link above.


So first try with custom fields and tabs(+permissions). This will get you quite far.
The user-defined fields are (of course) also immediately available as variable fields for documents/mail templates.

The best choice for reports is of course to use Collabora Online with EGroupware:https://www.egroupware.org/en/online-office

Some presentations on this:
https://help.egroupware.org/t/de-ubersicht-vortrage/76255

Stefan