Limiting ListViews via roles

[henda79]

Hi guys, im new to sugarcrm so take it easy

I have been trying to modify my installation of sugarcrm to suit my needs. One thing which I need is; to be able to use the roles to stop std users listing accounts. I set the list permission in the role to none, but the user cant use the accounts module at all.

Ideally what I would like, is to stop users being able to list all the accounts. I would like to set the list role to none, but still allow them access to the accounts module, however they have to know the details of the account they are looking for and use the search function. So I will also need to disable single wildcards in the search function (%).

Let me know your thoughts...

[kbrill]

Sorry, this really can't be done without some custom coding. Roles can limit users in many was but nothing this extreme.

In Roles, NONE means no restrictions not no listing. What you are talking about would need quite a bit of coding to change stock behavior.

Can you outline why you would need this behavior, maybe someone can come up with an alternate way to do what you need.

[henda79]

Sorry for the delay, i've been away for a while.

I need this function as I want stop "normal" members of staff from being to be able to "list" all of my customers as there is a potential that they could sell my customers to another company. If the "list" function was limited, normal user could only view the customer they new details for.

Hope this makes sense.

[rafael.q.g@hotmail.com]

To customize the list view to behaver like you want, a possible way is the follow.
1. Inside the modules/accounts/ folder create a new folder named view, and then a file named list.view.php
2. This file has to contains some code like:

 <?php
require_once('include/MVC/View/views/view.list.php');
class AccountsViewList extends ViewList {
 
 
    //overwrite the display function
    public function display() {
        require_once(<your_custom_list_view.php>);
      }
 
}
?>  

This way you can develop a custom way to display the accounts. But you have to program this listing and search functionality. I already did it for some very specific modules, and the result was very good.

[henda79]

Thanks for your replies guys, but it looks like i'll have to get a php coder to make these changes.

Thanks for the advice.

[asavaliya]

hi
In list view Basic search if you make my items check box by default true , and not editable by current user
then it display records only assigned to current user.
In Advance Search you need to remove Assigned to multi select and add there my items check box , it should be like basic search.

[henda79]

hi, thanks for your reply.

This wont work for me as this will only allow one user to list and view the records. I just want to stop the casual listing of the reords.

[andopes]

Follow the tips in my post here.

You will need to, conditionally, add some restrictions into ret_array['where'] in order to limit access to some records.

Regards

[henda79]

thanks for your tips, I will get a php coder to do the changes for me as I know nothing about php