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#305 - Assgin record to a security group programmatically (SecuritySuite Premium)
Hello. I would like to assign records to security groups by some sort of a batch process, based on values in dropdown field in that record. A user would make a selection in a dropdown and some time later a process will assign that record to a particular security group. Is there an easy way to achieve this? (batch, trigger, scheduled job - does not matter) Point is, the user making the change is not an admin and has no access to SecuritySuite, but eventually the record has be properly assigned. We are using CE 6.5.12
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10 years ago
There is the Mass Assign functionality on the List View of each module where you can perform a search and then assign all of the results (or a selection of the results) to a group (or unassign).
For custom processes, you would need to write a logic hook that checks for the value change for the field and then add the relationship between the record and the security group bean. This does require custom code to do, but if you are familiar with SugarCRM development it should be a fairly straight forward task.
10 years ago
This is now possible thanks to Process Manager (https://www.sugaroutfitters.com/addons/process-manager-enterprise). You could create a workflow that watches for when a particular field changes for a record and then assign the appropriate group to the record. Here's a tutorial on how to do that with Process Manager: https://www.sugaroutfitters.com/docs/securitysuite/process-manager-adding-groups
-Jason