How do i add / default show "Only my items"

[phoenixfire425]

What i am trying to do is on the accounts tab is to make sugar ONLY show that users accounts.
I cannot seem to find a way to do this.

Also when trying to customize the layout i removed the "Only my items" field. but now i cannot add it back in.

and finally. is there a way to have sugar clear the search resaults everytime the page is reloaded? instead of having to click on "clear"?

Thank You.

[ptemplin7]

<code>
What i am trying to do is on the accounts tab is to make sugar ONLY show that users accounts.
I cannot seem to find a way to do this.
</code>

You could set up a logic hook to do this. Its going to take some programming and DB knowledge though. The logic hook allows you to change the data that is loaded before it is displayed. I do this with my phone number fields. You would need to use the user table (user id) and compare it to the assigned user field in the data that was loaded. You might end up creating a custom module to actually display the data. Have fun. Do not test with a production box!

<code> Also when trying to customize the layout i removed the "Only my items" field. but now i cannot add it back in.</code>
Yeah thats a general problem in sugar with some of the default fields. I possible reinstall sugar or restore from a backup to before you deleted it. Otherwise look through the forum. I remember this coming up several times before, don't remember the fix.

On clearing search results. I think there is a flag to reset. You should also be able to do this with a logic hook. I would seaqrch the forums and see if it has come up before. Might be an easy fix.

Good luck, Paris

[eggsurplus]

1. Use roles and set List to Owner for Accounts.
2. It should be in the list in Studio
3. Set 'save_query' => 'no', in your config.php file...even better in your config_override.php file.

[sugarcane]

Hello phoenixfire,

In order to have users only see their accounts, all you need to do is set up a role in the admin section under 'Role Management'. Create a role, and then in the 'Accounts' row, set the Edit, List, View, and Export to 'Owner'. This means that users will only be able to see the records that are assigned to them in the List view, Detail view, edit view, and export only records assigned to them.

Once you save the role, add the users you want to apply this to in the 'Users' submodule.

[phoenixfire425]

Hello phoenixfire,

In order to have users only see their accounts, all you need to do is set up a role in the admin section under 'Role Management'. Create a role, and then in the 'Accounts' row, set the Edit, List, View, and Export to 'Owner'. This means that users will only be able to see the records that are assigned to them in the List view, Detail view, edit view, and export only records assigned to them.

Once you save the role, add the users you want to apply this to in the 'Users' submodule.

THANK YOU!!!
That was what i was looking for! that worked great.

Now does anyone know how to have the search resault clear evertime you enter the accounts module?

[phoenixfire425]

1. Use roles and set List to Owner for Accounts.
2. It should be in the list in Studio
3. Set 'save_query' => 'no', in your config.php file...even better in your config_override.php file.

Im not sure how to get to this i looked in the config_override.php file and did not find 'save_query'

[phoenixfire425]

Im not sure how to get to this i looked in the config_override.php file and did not find 'save_query'

ok i found it. it was in the config.php file. and it worked thanks again!