Assign Multiple Users to a task

[hytanium]

I have searched through the forums but can't find a "working" way to assign a task or case to multiple users in the sugar sytem. Is it possible... if so please elaborate.

Thanks in avance

[andopes]

Hi hytanium

If you are using SugarCRM 5.1 you can create a relationship M:M between Tasks and Users and Cases and Users.
This will automatically create a subpanel of Users under these two modules.
You can create a logic_hook before save for these two modules to add into Task-Users / Cases-Users relationships the assigned_user defined when saving the record.

Let me know if you need additional help.

Regards

[hytanium]

Thanks Andre.

I'm afraid I need step by step instructions if possible. I am using 5.1. If you could help out it would very much appreciated.

[riprod]

WOW, that explanation was way over my head too.
Any way to break that down to a simple step by step proceedure.

You would think it would just have check boxes next to the users, so you could assign multiple people to a lead or task

[mzenns]

Andre, could you post the instructions, please?

[sidh2111]

Hi Andopes,

By assign these multiple users with the cases will all those users can see this record if I set the Case edit access to owner.

Thnaks
Sid

[andopes]

By default no but it is possible to create some logic_hooks into Tasks module to update the "Assigned User" if the "Current User" is one of the users assigned to that Task.

[sidh2111]

Hi Andopes

Thanks for the reply. Actually my requirement is like I want to assign lets say 5 users to one case or account and when this 5 users loggs in all should be able to see this records. They should not be able to see other records.
Can this be possible using this subpanel approach.

Thanks & Regards
Sid

[andopes]

It can be performed creating two custom logics:

1. logic_hook after_retrieve for Users module. You will update the $_REQUEST to add the assigned_user restriction into Search Form of Tasks;
2. action_detailview and action_editview functions in the Tasks custom controller. You will refuse access to non authorized users to some Task.

Regards

[sidh2111]

Hi andopes

Thanks for the reply. But I am not that good at logic hooks so can you pls post the code.

Thanks
Sid