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Thread: Disable Record Creation for a Role?

  1. #1
    pwieland is offline Member
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    Default Disable Record Creation for a Role?

    In the role permission matrix we have Access, Delete, Edit, Export, Import, List & View but no Create?
    What gives?

    I want to prevent users in a certain role from being able to create or edit Account records. They should be view only. Is this possible?
    Last edited by pwieland; 2009-05-18 at 04:06 PM.

  2. #2
    gdoss's Avatar
    gdoss is offline Sugar Community Member
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    Default Re: Disable Record Creation for a Role?

    Setting Edit to None for the Accounts module disables creating as well as editing. I would like to have both available for more control, but I have not taken the time to figure out how to make that work.

  3. #3
    pwieland is offline Member
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    Default Re: Disable Record Creation for a Role?

    Quote Originally Posted by gdoss View Post
    Setting Edit to None for the Accounts module disables creating as well as editing. I would like to have both available for more control, but I have not taken the time to figure out how to make that work.
    Yeah, in my case there are some fields that are replicated from an external system - those fields are not editable (I simply removed them from the Edit View). But nobody should be able to create a new record since the "master" for those records exists in the external system.

    I think I'm going to have to write a hook that simply returns an error if you try and create a new record... unless someone knows of a better way?

  4. #4
    enrashid is offline Sugar Community Member
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    Default Re: Disable Record Creation for a Role?

    I am very curious how you would create the hook. We have the same problem and came up with a superficial solution of hiding the Create Account links based on the role. I say superficial because this does not stop an intelligent user from manipulating the URL to create an Account if they have Edit priv for Accounts.

    Quote Originally Posted by pwieland View Post
    Yeah, in my case there are some fields that are replicated from an external system - those fields are not editable (I simply removed them from the Edit View). But nobody should be able to create a new record since the "master" for those records exists in the external system.

    I think I'm going to have to write a hook that simply returns an error if you try and create a new record... unless someone knows of a better way?

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