Public and Private records in Project Tasks

[MDNORRIS]

We want the ability to designate a record in the Project Task module as eight public or private.
If private only the assigned user is able to view the record if public all users can view the record. Need help setting this functionality up.
I have created a new dropdown and field in the module to flag the record, but need help with the query in ProjectTask.php to initiate it.

[andopes]

Hi MDNORRIS

You definitely needs a Teams module.
For SugarCRM 4.5.* you can use the Teams OS and for SugarCRM 5.* you can use either Security Suite or Teams CE.

Both are available in the SugarForge

Kind regards

[sugarcane]

Hello,

you should be able to accomplish this via the Role Security. Go into the Admin panel and create a role. Under the 'Project Tasks' row, set 'List' to Owner. This means that only the owner of the project task (the assign to person) will be able to view this task in the list view. You can additionally set 'View' and 'Edit' to owner as well if you want (view refers to viewing the detail view of the project task, and edit refers to being able to edit the record in the edit view).

Then, attach the users to this role. the next time they log in, the role security settings will take effect. Keep in mind that a user with admin rights will still be able to view all records, regardless of whether or not they are part of this role

[MDNORRIS]

Thanks for the help I have opted for Security Suite only because TeamsCE is a pre-Alpha release and I am running 5.2 right now. Security Suite appears to be the way to go, but I will have to put it through the ringer on the development site before migrating it to the live site.

[eggsurplus]

mdnorris,

You'll probably end up doing something similar to this:

1. Create a role with ProjectTasks->List/View set to Group
2. Attach the role to a security group (team)
3. Add everyone to that security group
4. If it is a public record assign assign the group to the ProjectTask
5. If it is private do NOT assign the group to the record and just assign directly to the appropriate person

Let me know if you have any further questions.