Security based on a filter

**citapinc** · 2012-01-28, 03:10 PM

SugarCRM 6.2.3

Is there a way to set up the security so when the status of a lead is set to 'Dead' or 'Converted' that the record can't be edited anymore?

**kbrill** · 2012-01-28, 04:15 PM

Originally Posted by citapinc

SugarCRM 6.2.3

Is there a way to set up the security so when the status of a lead is set to 'Dead' or 'Converted' that the record can't be edited anymore?

Yes, yes there is. But not just out of the box, it has to be written as a plugin. I actually wrote this way back in the 4.5.1 days but I can't find it anywhere. Probably for the best as it would be way easier now.

Let me know if you need help with this, I'll need to know a few more specifics but I could write this up as a blog post for you.

**citapinc** · 2012-01-28, 06:22 PM

That would be very useful.

Basically, if lead.status = 'Dead' or lead.status = 'Converted' then the record is locked and can only be edited by an administrator.

**christianknoll** · 2012-01-28, 06:55 PM

We are just completely rewriting our KINAMU org and Auth management. And this will be part of it. But it will not be released before end of march. If that is still an acceptable timeline contact us at office@kinamu.com. If this is for one module anyway only and this is a sinlge case ... writing it yourself is also easy. Simply overwrite the controller. If the action is edit and the status is dead and the user is not an administrator switch to a detail view.

christian.

Originally Posted by citapinc

That would be very useful.

Basically, if lead.status = 'Dead' or lead.status = 'Converted' then the record is locked and can only be edited by an administrator.