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Thread: Limit Assigned to values

  1. #1
    jlabuelo is offline Sugar Community Member
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    Default Limit Assigned to values

    Hi all

    I would like to know if it is possible that for users of a given role to not be able to select other users in the "assigned to" field when they create a new record.

    What I mean is that I would like these users to assign their userid to the record they create as it is by default, but not being able to assign it to other users in the application, as we would not like them to see what other users are in the application.

    I have tried to do this by removing the "Assigned to" from the EditView screen of the module, but if I do this, the record is not assigned to anybody.

    Also I see that in the Role Management screen, in the admin console, there is an entrance to manage the access level to the users role, however I am not able to select any of the values (All, Owner, Nothing...).

    Is there any way to get this done?

    Thanks a lot for the ideas in advance. We are using a SugarCE 5.5

    Cheers

  2. #2
    jlabuelo is offline Sugar Community Member
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    Default Re: Limit Assigned to values

    Hi all

    Is there any way that we could remove at least the Select/Clean buttons that come with the "Assigned to" fields?.

    I mean, I have a custom module and I dont want users to assign records they create to other users. If there is not any way to limit this functionality, could we just remove the buttons for non admin users? and if so could you plesae let me know how??.

    Thanks a lot

  3. #3
    eitrix's Avatar
    eitrix is offline Sugar Community Member
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    Default Re: Limit Assigned to values

    maybe override field in editview by adding customCode field to array

    something like this, try work it out

    PHP Code:
    'customCode' => '<input type="text" name="assigned_user_name" id="assigned_user_name" size="" value="{fields.assigned_user_name.value}" title="" autocomplete="off">' 
    CRM Software Engineer
    Eontek - www.eontek.rs

  4. #4
    jlabuelo is offline Sugar Community Member
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    Default Re: Limit Assigned to values

    Hi

    I have tried your suggestion (or at least what I tought ) but when I try to go to the edit view the screen is empty... I guess because the fix did not work.

    My change is this:

    PHP Code:
    array (
              
    => 
              array (
                
    'customCode' => '<input type="text" name="assigned_user_name" id="assigned_user_name" size="" value="{fields.assigned_user_name.value}" title="" autocomplete="off">'  
               
    /* 'name' => 'assigned_user_name',
                'label' => 'LBL_ASSIGNED_TO_NAME',*/
              
    ),
            ), 
    Which I did in the custom/modules/MyModule/metadata/editviewdef.php.

    Was this your suggestion or I am understanding it wrong?. Also my question with this is if the Assigned to value will be kept correctly with the user id of the creator of the record?

    Thanks a lot

  5. #5
    jlabuelo is offline Sugar Community Member
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    Default Re: Limit Assigned to values

    Hi all

    Just for my correct understanding on SugarCRM, is it possible to set a limit on the Assigned To field that appears in each record for every module in SugarCRM, so users can not select or assign records to other users if there is a requirement like this?.

    I mean if I have a module where I dont want users to assign records they create to other users, not even getting access to the users selection list is there a possible way to do this in SugarCRM CE 5.5?.

    Thanks a lot

  6. #6
    franckt is offline Sugar Community Member
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    Default Re: Limit Assigned to values

    Well.. remove the field from the editview and with a logic hook assigned the new record to the user who created it.
    Sincerely

  7. #7
    jlabuelo is offline Sugar Community Member
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    Default Re: Limit Assigned to values

    Hi Franckt

    Thanks for the suggestion, I found also another post about a similar issue and got the solution you made me to work fine.

    Thanks a lot.

    For those that are interested in a similar solution you can find it in this post

    http://www.sugarcrm.com/forums/showt...d=1#post233015

    Cheers

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