Private messages

[toncho11]

Can a SugarCRM user add notes in "History" to an account that are only visible to him?

Sometimes you just do not need to know everything the other users of SugarCRM are thinking.

Cheers,
Toncho

[andopes]

It is possible and upgrade safe, but you will face a lots of work to accomplish that because an user can create a note directly through links at activities modules.
The easier strategy is to remove the "Create Note" link from all activities modules and allow users creating Notes only through subpanel under the Account.
Configure a role where user will be able to access only accounts assigned to him and add into this role the users.

Cheers

[letrium]

It's possible to develop. I tried to do it 'upgrade-safe' but faced with problems.
I suggest next solution:

In file modules/Accounts/metadata/subpaneldefs.php find this part:

                 'notes' => array(
                    'module' => 'Notes',
                    'subpanel_name' => 'ForHistory',
                    'get_subpanel_data' => 'notes',
                ), 
  

and change to

                 'notes' => array(
                    'module' => 'Notes',
                    'subpanel_name' => 'ForHistory',
                    'get_subpanel_data' => 'function:notes', 
                    'generate_select'=>true,                    
                ), 
  

In the file modules/Accounts/Account.php add function named "notes", this function should return array of parts of query that selects notes for subpanel in Account module.
E.g. your function will looks like this:

     function notes(){
        global $current_user;  
        $return_array['select'] = "SELECT notes.id , notes.name , ' ' status , CONCAT(IFNULL(contacts.first_name,''),' ',IFNULL(contacts.last_name,'')) contact_name , notes.contact_id , contacts.assigned_user_id contact_name_owner , 'Contacts' contact_name_mod, notes.date_modified , ' ' assigned_user_name , ' ' assigned_user_owner , ' ' assigned_user_mod , notes.filename , notes.created_by ";;
        $return_array['from']= " FROM notes LEFT JOIN contacts contacts ON contacts.id= notes.contact_id AND contacts.deleted=0 ";
        $return_array['where'] = " WHERE notes.parent_id = '$this->id' AND notes.parent_type = 'Accounts' ";
        $return_array['join'] = "";
        $return_array['join_tables'][0] = '';

     if(!$current_user->is_admin){
            $return_array['join'] .=     "....."; // your condition
       }
        return $return_array;   
    } 
  

Feel free to contact us if you need any help.

[andopes]

According to Letrium suggestion you can create a custom controller for Accounts (custom/modules/Accounts/controller.php), implement the method action_detailview and override the $this->bean inside this method.
The new value should be an object of a new class which extends Account and implement the method notes.

Cheers

[letrium]

According to Letrium suggestion you can create a custom controller for Accounts (custom/modules/Accounts/controller.php), implement the method action_detailview and override the $this->bean inside this method.
The new value should be an object of a new class which extends Account and implement the method notes.

Cheers

I tried this. but it doesn't work correct. (problems was with ajax actions)