CE Teams Module

[mvngti]

Hi,

I have created and uploaded a Teams module for CE to sugarforge a couple of days ago.
It has had plenty of downloads but I have not received any 3rd party feedback yet.

The module adds Teams functionality - assigning records to a team and limiting access to DetailViews, EditViews and ListViews based on that - to CE 5.x

It is 100% upgrade safe since it uses the logic hooks and it seems to work just fine for me but any feedback will be appreciated.

See http://www.sugarforge.org/projects/ce-teams

M

[eggsurplus]

Looking at the code I love the idea! I wish there was a write up for users though so that they know exactly what this module is and isn't capable of. It looks great for those that want to restrict access to a record to just one team. If a team is assigned to a record only that team can view it unless a) you are the assigned user b) or you are assigned to no teams at all. In the PRO version you could have a role assigned to you that allows you to view all records (such as a manager) even if you weren't on that team. It also doesn't tap into the power of acls. There is no way to assign a role to a user or team and do powerful things like "list all cases but only edit for those assigned to my teams" which the PRO version is capable of. That's the trade-off though with being 100% upgrade safe which is awesome!

[fwillier]

Hi,

I am new to sugarcrm, and i am looking for teams' notification when activities occurs (tasks on a project, note,...).

Does your module allow teams' notification when an activity occurs?

I have not installed your module yet.

Sincerely,

[mvngti]

Does your module allow teams' notification when an activity occurs?

No it does not (and neither does the teams in PRO).
I could create a module like that for you - if you are interested you can contact me directly via e-mail. (sugarcrm _at_ mjvn.net)

M

[mabiuso]

Can you explain what it does? It's not written anywhere

- I installed the module
- enabled teams for a few of modules (accounts, contacts and leads), and repaired twice
- I created a lead

There is no way to assign the lead to a specific team.
If it's auto assigned: what if the user is member of more teams?

I'm using Sugar 5.2 fresh install one hour ago on Ubuntu 8.04 LAMP fresh install
Thank you.

[mvngti]

After you have enabled a module you have to add the "Assigned Team" field to the EditView of that module so that users can assign a team when the create or edit a record.
You can also add it to the DetailView and ListView for displaying the assigned team.

M

[mabiuso]

Now it's clear, thank you.
I thought that the "enable module" function would also add a viewable field by default

[SugarDev.net]

Well there is actually a function for that in Sugar so it may be possible. But in that case the field would just sit in the last row of the record, so you'll probably have to move it anyway.

I'm test-driving this module after seeing your great field level access module, I'm very interested because we see more and more clients who really need this stuff. I saw that 0.97 tries to copy an 'image_dir' which is not found in the archive, so I had to remove it from the manifest in order to make it work. Also, why does your module by default create a layoutdefs in ./custom/modules/team? It seems that that subpanel is required in your module so it could also reside in subpaneldefs in the module itself, the same for the language file.

[mvngti]

Also, why does your module by default create a layoutdefs in ./custom/modules/team? It seems that that subpanel is required in your module so it could also reside in subpaneldefs in the module itself, the same for the language file.

Well simply - I used the module builder to build the starting vardefs and relationships for me.
Now that the module does pretty much what I want it to I will look at cleaning it up some more.

[SugarDev.net]

I've added multiselect to the users subpanel with this:

 $layout_defs["team"]["subpanel_setup"]["team_memberships"] = array(
  'order' => 100,
  'module' => 'Users',
  'subpanel_name' => 'CETeams',
  'sort_order' => 'asc',
  'sort_by' => 'id',
  'title_key' => 'LBL_TEAM_MEMBERSHIPS_FROM_USERS_TITLE',
  'get_subpanel_data' => 'team_memberships',
  'top_buttons' => array(
    array(
      'widget_class'  => 'SubPanelTopCreateButton'
    ),
        array(
      'widget_class'  => 'SubPanelTopSelectButton',
      'popup_module'  => 'Users',
      'mode'          => 'MultiSelect'
    ),
    ),
); 
  

Can help enourmesly when creating a couple of teams!