Mark Contacts as Private

[applematt84]

okay... here's the dill-e-o... my client wants their Contacts module to allow them to mark a contact as private, and those private contacts to only be viewable by the owner of that contact. what is the best way to make this happen? is there a few simple edits that need to be made to the .php files, or does it require hand-tooling a bunch of stuff within the contacts module?

any help would be appreciated.

also, just for grins, here's my client's sugar instance specs:

FreeBSD 4.8 STABLE
SugarSuite-4.2.1b.zip
Apache (ver: ??, this is on a hosted server by PAIR)
PHP 4.3.10
MySQL 4.1.15

[kbrill]

I take it that your client wants both private and public contacts. I do this modification alot (or at least I did until recently). It's pretty easy.

1. Create a custom field called 'private' in the module Contacts. Make it a checkbox
2. Add that field to your EditView Page and your DetailView Page
3. edit the file Contact.php and look for a function called 'create_list_query'
4. Add a SQL query to obey the private flag by adding the table to the SELECT clause and the field private_c to the WHERE clause

That should be about it. If you need help making this happen just ask. Something like this SHOULD be simpler (and maybe someone out there has a better way to do it)

[beuten]

That is one of the features in the Pro version. Via a Team field all aspects of Sugar can be set to specific users or groups of users.

[kbrill]

That is one of the features in the Pro version. Via a Team field all aspects of Sugar can be set to specific users or groups of users.

True, but I didnt know that the teams functionality would allow you to restrict down to a single user, just groups of users unless that group only had one person in it.

[beuten]

True, but I didn't know that the teams functionality would allow you to restrict down to a single user, just groups of users unless that group only had one person in it.

Yes, it does. We use it this way all the time.
There are auto generated private teams for each user. In addition there is the auto generated General team. The most basic configuration is that all users are in the General Team and each user has a private team. If a contact is to be marked as private, then it is visible to that user only.

[kbrill]

Yes, it does. We use it this way all the time.
There are auto generated private teams for each user. In addition there is the auto generated General team. The most basic configuration is that all users are in the General Team and each user has a private team. If a contact is to be marked as private, then it is visible to that user only.

TeamsOS is going to work this way as well so I guess, in a few days once it's out of alpha, that would be my suggestion to the original question (unless you move to the Pro or Ent versions)

[applematt84]

thanks much!! i'll let you know if i need any additional help! :-)

[toyd]

Is there any chance somebody could post the actual PHP code that would need to be written to get this to work?

"Add a SQL query to obey the private flag by adding the table to the SELECT clause and the field private_c to the WHERE clause"

This is a really important function to us, and it would be most appreciated if somebody will help me out. Sorry, I don't have a grasp on PHP yet and I'm a bit confused on how the code would look.

thanks very much-
Troy

[mindea]

Is there any chance somebody could post the actual PHP code that would need to be written to get this to work?

"Add a SQL query to obey the private flag by adding the table to the SELECT clause and the field private_c to the WHERE clause"

Troy, did you get this figured out? We need to do the same thing.

[scottt]

Is there any chance somebody could post the actual PHP code that would need to be written to get this to work?

"Add a SQL query to obey the private flag by adding the table to the SELECT clause and the field private_c to the WHERE clause"

This is a really important function to us, and it would be most appreciated if somebody will help me out. Sorry, I don't have a grasp on PHP yet and I'm a bit confused on how the code would look.

thanks very much-
Troy

I would appreciate this too, I am a little bit confused!

Thanks,
Scott.