Question about Security Suites

[jlabuelo]

Hi all

We have a new business scenario that need to reproduce in our Sugar 5.5 CE version. I have figured out that 95% of it can be done playing with the SecuritySuites module and Roles but there is 5% that do not know how to get it working.

We have three departments A, B, and C that can log and review support cases.

Team A, works as call center and they only register cases and assign it to Team B and Team C.

Team B and Team C should have two roles, "Team Leader" which can Edit all the cases assigned to its team, and Analist, which only can log new casses (auto assigned to him) and Edit and View cases assigned to him directly.

Up to here I think that with Security Suites and Role management this could be accomplish with no problem.

My question is that I would need people in Team A, to be able to edit and view all cases, and assign new cases to Team B or Team C..... but do not assign it directly to any analist within the team....
I would need so, the analist within Team B or Team C, to be able to get access (View and Edit) to cases which are assigned to them, or just assigned to their Team.

Any idea on how I can limit this new view access??

Thanks a lot

[eggsurplus]

That is a special circumstance that will need custom coding. You'd need to make a custom view.edit.php and check to see what team a user is part of. If the user is on Team A then make the Assigned To field read only.

I would need so, the analist within Team B or Team C, to be able to get access (View and Edit) to cases which are assigned to them, or just assigned to their Team.

You'd just assign View/Edit rights for Cases to Group for the Analyst.

[jlabuelo]

Hi there

Thanks for the advice.. for the moment this sounds more complex that what I thought so I will start installing Security Suites first and then moving to the next point which will be clearing the List view.

Cheers

[jlabuelo]

Hi again!!

I think we got to the point where we are gonna need to apply your suggestion. However I have a couple of doubts.

I know how to get the team each user logged belongs to (by running an SQL, please let me know if there is an easier way).... problem is that we do not know how to make a field read only or not??

Could you please pass me an example to solve this question?

Cheers

[eggsurplus]

I haven't tried this lately but here is a post out there on making fields read only based on some values:
http://www.sugarcrm.com/forums/f3/ho...94/#post177813

Just searched Google for site:sugarcrm.com make field readonly

You'll want to replace with your specific condition for making the field read only. Heard there may be issues with that Clear method at the top though. At least it is a starting point.