Give all users the same hompages

[chrislynch8]

Hi,

In my Home I have set up three pages each with different dashlets showing relevant infomation. The problem is the I want a way to make all my users all my users have this Hompage when they log in. How can this be done.

I would be a great feature because I will have over 200 users and creating the new pages and dashlets for all of them will be time consuming.

I am using Sugar 5.0.0i Pro

Rgds
Chris

[andopes]

You just have to create the file custom/modules/Home/dashlets.php containing the homepage definition.
Even a new user log in the system his home page will be rendered according to this configuration.

Cheers

[chrislynch8]

Thanks,

But for the users I have already created and that have the correct set of pages and dashlet is this file somewhere that can be copied for only soem users, I will have for example this set of pages in home with dashlet say for all Accountants then for other users in different deparments I will have to create a different set of pages and dashlets.

Can I copy something stored in the DB for example from one correct user to the other users I want to set the same home for.

Rgds
Chris

[andopes]

Hi Chris

Let me know if I got it.
You want to customize the sugar the way a specific set of users gets his homepage according to this dashlet configuration.

Cheers

[chrislynch8]

This should explain it better.

For all our Accountants 150+ when they press on home the tabs available instead for the default (My Sugar, Sales and Marketing, etc..) Will be


Dairy - this will include the dashlets for there meeting, tasks, calls, missed calls,

Accounts (WIP) - this is the work in prgress page it has five dashlets showing there Accounts based on differnet status values.

Tax Returns - This has custom dashlet for a custom module that we use to keep track of all Tax Returns to be submitted, that have been submitted.


So each time I activate a new Accountants user, I have to delete/modify the default sugar pages and match what we want.

In the DB there is a user preference table, is it possible to copy the user preference form one user to others? Or is there something else I can do or do I just continue it manually..

Hope this helps, if not let me know and I can proviede screenshots..

Rgds
Chris

[wichard]

I haven't tried this but I think you can use this code to update how the dashlets are set.

1. Retrieve settings from a user that is setup as you want the dashlets to be be setup for the other users.


set $templateuser_user to the correct user.

             $pages = $templateuser_user->getPreference('pages', $this->type); 
            $dashlets = $templateuser_user->getPreference('dashlets', $this->type); 
  

2. loop through target users, write the retrieved $templateuser_user settings to the target users

             $target_user->setPreference('dashlets', $dashlets, 0, $this->type);
            $target->setPreference('pages', $pages, 0, $this->type); 
  

As I said, I haven't tried it but I think this will work

look at /include/MySugar/MySugar.php for some dashlet / user_settings handling code

[dhavaldarji]

I haven't tried this but I think you can use this code to update how the dashlets are set.

1. Retrieve settings from a user that is setup as you want the dashlets to be be setup for the other users.


set $templateuser_user to the correct user.

             $pages = $templateuser_user->getPreference('pages', $this->type); 
            $dashlets = $templateuser_user->getPreference('dashlets', $this->type); 
  

2. loop through target users, write the retrieved $templateuser_user settings to the target users

             $target_user->setPreference('dashlets', $dashlets, 0, $this->type);
            $target->setPreference('pages', $pages, 0, $this->type); 
  

As I said, I haven't tried it but I think this will work

look at /include/MySugar/MySugar.php for some dashlet / user_settings handling code

i am trying to create a functionality to assign dashlets to a role , let say add My lead dashlet to visible list for users belonging to this role, so the My Lead dashlet will be visible to user of this role.
i am successful in removing the dashlet from add dashlet-dialogue but can not remove the dashlet from users' home page across multiple page tab.

so i wrote the belowe code in modules/ACLRoles/Save.php to get - reset - update users' page and dashlet preference.
I tried this solution like...

$dashletClass='';
foreach($dashletListData as $key => $val){
    if($val['access']==0)
        $dashletClass[] =  $key ;
}

$user_list=ACLRole::getRoleUsers($_REQUEST['record']);
foreach($user_list as $key=>$val){
    //Create user object to work with
    $user = new User();
    $user->retrieve($val);
    
    //Fetch Preference for user
    $pages = $user->getPreference('pages', 'Home');
    $dashlets = $user->getPreference('dashlets','Home');
    $dashlet_temp = $dashlets;
    
    foreach($dashlet_temp as $key => $val){
        if(in_array($val['className'],$dashletClass)){
            unset($dashlet_temp[$key]);
        }
    }
    $user->setPreference('dashlets', $dashlet_temp, 0, 'Home');
    
    foreach($dashlets as $id=>$class){
        if(in_array($class['className'], $dashletClass))
                $dashlet_name_id[$class['className']] = $id;
    }
    foreach($pages as $page_no => $columns){
    $newColumns[$page_no] = $pages[$page_no]['columns'];
    foreach ($newColumns[$page_no] as $col => $column) {
        foreach($column['dashlets'] as $key => $dashlet){
             if(array_search($dashlet,$dashlet_name_id)){
                unset($newColumns[$page_no][$col]['dashlets'][$key]);
                }
            }
        }
    $pages[$page_no]['columns'] = $newColumns[$page_no];
    }
    $user->setPreference('pages', $pages, 0, 'Home');

may be this saves the users' preference , but when this preference is fetched in modules/Home/index.php

// build dashlet cache file if not found
if (!is_file($GLOBALS['sugar_config']['cache_dir'] . 'dashlets/dashlets.php')) {
    require_once('include/Dashlets/DashletCacheBuilder.php');

    $dc = new DashletCacheBuilder();
    $dc->buildCache();
}
require_once($GLOBALS['sugar_config']['cache_dir'] . 'dashlets/dashlets.php');

require('modules/Home/dashlets.php');

$pages = $current_user->getPreference('pages', 'Home');
$dashlets = $current_user->getPreference('dashlets', 'Home');

$defaultHomepage = false;

This fetched the original old preference of user and displays all the dashlets those were added previously.

i am using sugar 6.1.

Thanks,
Dhaval darji