Limit User views according to detail

[Selageth]

Hello again,

I've currently set up an instance of SugarCRM CE 5.1.0 which is running fine with multiple users. What I require now is a way to limit the individual users view on opportunity entries; more specifically, the value of a custom field. For example:

User "Joe.Guy" should be able to see all opportunities (and search for them) which have the entry "ForJoe" in the custom field "viewfilter_c".

User "Susy.Somebody" should be able to see all opportunities (and search for them) which have the entry "ForSusy" in the custom field "viewfilter_c".

Neither of them should be able to view or search for opportunities which have a different entry for the viewfilter-custom-field than the ones corresponding to them (as stated above).


Is something like this possible? Maybe by tweaking around with roles?


Thanks in advance for any hint or help regarding that matter!

[salesagility]

Not without some custom code ... if it's a simple matter of restricting access to individuals' own records ... then you could investigate admin>roles and see if this can be user, failing that then SecuritySuite in sugarforge will give you some additional segmentation possibilities

[Selageth]

I see. Hmm. I also pondered the thought of using the "User" Role for this, so every user can only see his own Opportunities. Question is: does the role use the "Created_by" user, or the list of the "assigned_user" users?

If the latter is the case, I could easily write a SQL script that adds a user as "assigned user" to his or her corresponding opportunity, and let this fire daily which would be perfectly fine.

[Selageth]

And indeed it works like a charm.

I have created a new role with restricted privileges for viewing, listing and/or editing opportunities, which is given to all external users. Those users are automatically assigned to their corresponding opportunities by using a little bit of custom MySQL code and a cron job.