Prohibting users from removing notes in History Subpanel

[strongilis]

I have set up the ROLES for users who I dont want to be able to edit notes but just view and list them. I set the EDIT role and DELETE roles to NONE. But the user can still remove the relationship of a note from a particular lead assigned to them.

How do you get rid of the "rem" and dustbin in the History subpanel so that users can remove notes from the History of a lead??

Please help

[andopes]

Hi strongilis

You can create an extended layoutdefs for Leads (custom/Extension/modules/Leads/Ext/Layoutdefs/layoutdefs.ext.php) and modify the subpanel_name for Notes:

 <?php
$layout_defs['Leads']['subpanel_setup']['history']['collection_list']['notes']['subpanel_name'] = 'ForHistoryNoRemoveButton';
?>  

So you can copy the file modules/Notes/metadata/subpanels/ForHistory.php and paste it to modules/Notes/metadata/subpanels/ForHistoryNoRemoveButton.php

Remove the defs:

         'remove_button'=>array(
             'widget_class' => 'SubPanelRemoveButton',
             'width' => '2%',
        ), 
  

Then go to Admin -> Repair -> Rebuild Extension

Regards

[strongilis]

Hi thank you Andre! I really appreciate this I will try it now BUT will this remove the rem link and button for all users including admin? if so how would you set it up so that only users in a particular role can have the right to remove and then admin as well?

Thanks again!

Hi strongilis

You can create an extended layoutdefs for Leads (custom/Extension/modules/Leads/Ext/Layoutdefs/layoutdefs.ext.php) and modify the subpanel_name for Notes:

 <?php
$layout_defs['Leads']['subpanel_setup']['history']['collection_list']['notes']['subpanel_name'] = 'ForHistoryNoRemoveButton';
?>  

So you can copy the file modules/Notes/metadata/subpanels/ForHistory.php and paste it to modules/Notes/metadata/subpanels/ForHistoryNoRemoveButton.php

Remove the defs:

         'remove_button'=>array(
             'widget_class' => 'SubPanelRemoveButton',
             'width' => '2%',
        ), 
  

Then go to Admin -> Repair -> Rebuild Extension

Regards

[andopes]

You can add into extended layoutdefs some code to check if the user match some role.
If yes select the restricted subpanel name, if not select the default one.

Regards

[strongilis]

Hi does anyone have a code for this? Andre? Thanks

You can add into extended layoutdefs some code to check if the user match some role.
If yes select the restricted subpanel name, if not select the default one.

Regards

[andopes]

It should be something like that.

 <?php
global $current_user;
 
if(is_admin($current_user) || $current_user->check_role_membership('Role Name')) {
    $layout_defs['Leads']['subpanel_setup']['history']['collection_list']['notes']['subpanel_name'] = 'ForHistory';
} else {
    $layout_defs['Leads']['subpanel_setup']['history']['collection_list']['notes']['subpanel_name'] = 'ForHistoryNoRemoveButton';
}
?>  

Obviously you need to override the 'Role Name' by the correct name of the role.

Regards

[eggsurplus]

Andy,

Look for function check_role_membership in modules/Users/User.php.

[strongilis]

Thanks Andopes and eggsurplus for your help!