Documents - Assigned to

[roblaus]

Is there a way of assigning documents (in the module documents) to somebody else except the creator? Apparently there is a function "after save" that changes the usual fields back to the creator no matter what you're doing.
Asked differently - which field the role function is using in order to identify the owner in this case?

Problem behind: certain docs (which must be in one place, not connected to other entities) must not be seen by certain users.

Version is 5.1

[roblaus]

anyone? Or nobody is using documents?

[yhercouet]

Hi Roblaus,


I guess my answer is too late but it might help somebody else.


It is possible to add the field "Assigned to" to the Documents module doing this modification:


Just create a php file named "vardefs.ext.php" at this location :

custom\Extension\modules\Documents\Ext\Vardefs\var defs.ext.php


And add the following code inside :

 <?php
 
$dictionary['Document']['fields']['assigned_user_id']['name'] = 'assigned_user_id'; 
$dictionary['Document']['fields']['assigned_user_id']['rname'] = 'user_name';
$dictionary['Document']['fields']['assigned_user_id']['id_name'] = 'assigned_user_id';
$dictionary['Document']['fields']['assigned_user_id']['type'] = 'assigned_user_name';
$dictionary['Document']['fields']['assigned_user_id']['vname'] = 'LBL_ASSIGNED_USER_ID';
$dictionary['Document']['fields']['assigned_user_id']['required'] = false;
$dictionary['Document']['fields']['assigned_user_id']['dbType'] = 'id';
$dictionary['Document']['fields']['assigned_user_id']['table'] = 'users';
$dictionary['Document']['fields']['assigned_user_id']['isnull'] = false;
$dictionary['Document']['fields']['assigned_user_id']['reportable'] = true;
 
 
$dictionary['Document']['fields']['assigned_user_name']['name'] = 'assigned_user_name'; 
$dictionary['Document']['fields']['assigned_user_name']['id_name'] = 'assigned_user_id';
$dictionary['Document']['fields']['assigned_user_name']['vname'] = 'LBL_ASSIGNED_USER_NAME';
$dictionary['Document']['fields']['assigned_user_name']['type'] = 'relate';
$dictionary['Document']['fields']['assigned_user_name']['table'] = 'users';
$dictionary['Document']['fields']['assigned_user_name']['module'] = 'Users';
$dictionary['Document']['fields']['assigned_user_name']['source'] = 'non-db';
 
 
 
$dictionary['Document']['fields']['assigned_user_link']['name'] = 'assigned_user_link'; 
$dictionary['Document']['fields']['assigned_user_link']['type'] = 'link';
$dictionary['Document']['fields']['assigned_user_link']['relationship'] = 'notes_assigned_user';
$dictionary['Document']['fields']['assigned_user_link']['vname'] = 'LBL_ASSIGNED_TO_USER';
$dictionary['Document']['fields']['assigned_user_link']['link_type'] = 'one';
$dictionary['Document']['fields']['assigned_user_link']['module'] = 'Users';
$dictionary['Document']['fields']['assigned_user_link']['bean_name'] = 'User';
$dictionary['Document']['fields']['assigned_user_link']['source'] = 'non-db';
$dictionary['Document']['fields']['assigned_user_link']['rname'] = 'user_name';
$dictionary['Document']['fields']['assigned_user_link']['id_name'] = 'assigned_user_id';
$dictionary['Document']['fields']['assigned_user_link']['table'] = 'users';
$dictionary['Document']['fields']['assigned_user_link']['duplicate_merge'] = 'enabled';
 
 
 
$dictionary['Document']['relationships']['leads_assigned_user']['lhs_module'] = 'Users';
$dictionary['Document']['relationships']['leads_assigned_user']['lhs_table'] = 'users';
$dictionary['Document']['relationships']['leads_assigned_user']['lhs_key'] = 'id';
$dictionary['Document']['relationships']['leads_assigned_user']['rhs_module'] = 'Documents';
$dictionary['Document']['relationships']['leads_assigned_user']['rhs_table'] = 'documents';
$dictionary['Document']['relationships']['leads_assigned_user']['rhs_key'] = 'assigned_user_id';
$dictionary['Document']['relationships']['leads_assigned_user']['relationship_type'] = 'one-to-many';
  
?>  

Then go to the admin panel and do the following:

Repair --> Rebuild Extensions

Repair --> Quick Repair and Rebuild

IMPORTANT: do not forget to execute the SQL request during the Quick Repair and Rebuild




Then the new field assigned_to should be available in Studio for the module Documents.

You can then easily change the label and place the field on the different layouts.


This modification can also be done the same way with the Notes as you can see here:

http://www.sugarcrm.com/forums/showt...768#post219768


Hope this helps!

Yoann