Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.
#1288 - Charts by teams
Hi
I want to ask if there's any configuration to see only the information related to his/her team only in the dashboard charts. When I create a chart it shows information for all the users in the platform.
Thanks
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9 years ago
Hi there. Many dashlets use hard coded queries instead of the standard SugarBean which means that the queries used would need to be altered to support SecurityGroups.
If you found something like this you can alter the query and add an additional where query by calling /modules/SecurityGroups/SecurityGroup.php->getGroupWhere which expects the table name, module name, and the current user ID. You can see how this is being used in /data/SugarBean.php.
Sorry that there isn't an easier answer! -Jason
9 years ago
Hi, I'm going to check. thanks
9 years ago
Hi Jason Which will be the table_name or module_name of this type of the charts?
9 years ago
I couldn't tell you. It would depend on the chart and where the data is coming from. Sorry!
9 years ago
Hi Jason I want to know if the new feature of v 2.8.2 (filter dashlets by security group) will work for this requirement. Also I was checking our dashlets and config after the upgrade and I can't see where is the option to apply this filter. thanks
9 years ago
If you go to Studio just add the Security Groups field to your Dashlets filters and Save & Deploy.
This probably won't solve your issue here with charts as many charts use a hard coded query. It is a simple change to the charts code though to add the SecuritySuite logic to a hard coded query. If you can follow up with a specific dashlet that you want to add support for Security Groups I can explain how to manually add the code here.
9 years ago
Hello
Thanks for your help. I would like to change "All Opportunities by Lead Source"
9 years ago
Here is how to add team security to your charts:
https://gist.github.com/eggsurplus/8a0ff95fff061b889077
This will be included in 6.5.22 shortly for all charts included by Sugar by default. Hope this helps!
9 years ago
This is now available in the 2.9.0 release of SecuritySuite available for 6.5.22.