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Thread: Disable/Enable "Create" funcionality based on module and Role where user is assigned

  1. #1
    slyzwa is offline Member
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    Exclamation Disable/Enable "Create" funcionality based on module and Role where user is assigned

    Hello,

    I have installed SugarCRM instance 6.1.2 and looking for additional funcionality which will allow me to disable or enable "Create" function on each module based on Role where user is assigned

    Thanks
    Slawek

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Disable/Enable "Create" funcionality based on module and Role where user is assig

    When one defines a role, one of the options available is control over the creation of records on a per module basis. Use that feature to apply the restrictions you want.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    slyzwa is offline Member
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    Default Re: Disable/Enable "Create" funcionality based on module and Role where user is assig

    Hello
    thanks for fast respond. I forgot to add in my previous message Iam using CE edition and options which appear when i create Role are: access edit delete view list export import. I want give users permission to edit but want to limit access to create some records. If any suggestions how to do it please share

    Thanks

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Disable/Enable "Create" funcionality based on module and Role where user is assig

    Ah! Ok. That's a bit of a problem because you would need to remove Edit privileges to prevent a user from being able to create a record, at least through the roles module.

    Try creating a custom menu for the module in question (menu.ext.php) and within it, write the logic that examines the role and in turn shows/hides the appropriate create option.

    Take a look at these forums and http://developer.sugarcrm.com for more info on menu.ext.php
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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