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Customization

Some additional features can be configured in the metadata defs. The path is custom/Espo/Custom/Resources/metadata/exportImportDefs.

Export additional fields

If need to export additional fields that out of the standard functionality.

exportAdditionalFieldList

Example for Quotes: custom/Espo/Custom/Resources/metadata/exportImportDefs/Quote.json

json { "exportAdditionalFieldList": [ "itemList" ] }

Skip export list

If need to skip some records like system user or others.

exportSkipLists

Example for User: custom/Espo/Custom/Resources/metadata/exportImportDefs/User.json

json { "exportSkipLists" : { "id": [ "system" ], "userName": [ "tester" ] } }

Placeholders

Edit the file: custom/Espo/Custom/Resources/metadata/exportImportDefs/ENTITY.json.

Config

Get

json { "fields": { "amountCurrency": { "placeholderAction": "Config\\Get", "placeholderData": { "key": "defaultCurrency", "default": null } } } }

User

Password

json { "fields": { "password": { "placeholderAction": "User\\Password", "placeholderData": { "value": "1" } } } }

Active

json { "fields": { "isActive": { "placeholderAction": "User\\Active" } } }

Datetime

Now

json { "fields": { "dateStart": { "placeholderAction": "DateTime\\Now" } } }

ExportDifference

The difference between the record date and the export date. E.g. record date = 2025-05-01, export date = 2025-08-01. When import data at 2025-12-01, the record data will be 2025-09-01.

json { "fields": { "dateStart": { "placeholderAction": "DateTime\\ExportDifference" } } }

ExportDifferenceField

The same logic as ExportDifference, but the initial value gets from another field.

json { "fields": { "createdAt": { "placeholderAction": "DateTime\\ExportDifferenceField", "placeholderData": { "field": "dateStart" } } } }

To get the initial value from a couple fields. The value will be obtained from the first defined field.

json { "fields": { "createdAt": { "placeholderAction": "DateTime\\ExportDifferenceField", "placeholderData": { "fieldList": [ "dateStart", "dateEnd", "dateCompleted" ] } } } }

CurrentMonth

json { "fields": { "dateStart": { "placeholderAction": "DateTime\\CurrentMonth" } } }

CurrentYear

json { "fields": { "dateStart": { "placeholderAction": "DateTime\\CurrentYear" } } }