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Thread: field level edit permissions screwing up Create lead

  1. #1
    dangeorge6 is offline Member
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    Sep 2009
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    Default field level edit permissions screwing up Create lead

    Hi,

    We use Sugar Pro 5.2. We have a sales manager and a sales Rep. The sales manager wants to assign leads to the sales Rep. We don't want the rep to be able to change the "Assigned To" or "Team" for the lead. So I put the rep under a role that had "Read Only" for these two fields for the Edit permission. This works fine. However, we want the rep to be able to create leads of her own. When she goes to Create Lead, the form shows assigned To as her username and Team as her private Team. That's fine. However when she submits the create form. She gets an error "You do not have access to this area. Contact your site administrator to obtain access." The lead is never created.

    What's going on here?

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: field level edit permissions screwing up Create lead

    These forums are for Community Edition.

    You may get faster and better assistance posting in the pro version forums

  3. #3
    dangeorge6 is offline Member
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    Default Re: field level edit permissions screwing up Create lead

    I can't for the life of me find the professional forums? I click on the forums link and it goes right to this community forum. Where do i need to go?

  4. #4
    naveen2k7 is offline Senior Member
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    Apr 2010
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    Chennai, India
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    Default Re: field level edit permissions screwing up Create lead

    Hi SugarHero,

    Iam using sugarCRM CE 5.5. Iam also facing the same problem that for a particular role am setting a field (User Assigned) no access with the help of Field Level Access setting.

    So its not displaying the field in editview and detailview as per my field control setting.But its displaying the field in create lead page. How to disable that bcoz it has to be show in another role.Can u help me out..

    Thanks in Advance,

    Naveen

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