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#329 - Remove a group policy from Company/Contact
Hello,
i try to remove the group policy from one Company/Contact after the job was finished.
I mean, first we create company and contact with group policy e.g. named sales dept. During the job we create Projects and project tasks and so on. All user who are member of the group sales department have access to this data.
Now, after the Job at the customer is finish, we want to change the group policy maybe in "finished jobs". So only user who are in the group "finished jobs" can makes changes. The others, who was in the group "sales department" should not have access anymore.
How can i do this easiest.
I try to change the group of the Company, so i mean i put the company from sales dep. to finished jobs, but it changes only the Company and not all the others, where the company was partent data. So the Contacts, projects, project tasks and so on, i have to change manually one by one. I hope you understand what i try to say.
What should i do, if i want to hide all data from one company after the job is finish? The groupmembers, who create the company, contact, project and so on, should not see this information anymore after finish the job.
I want do this, because there will be too much projects and company data from all finished jobs, so the actual jobs can not see so well.
Please help me to solve this problem.
Thanks.
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10 years ago
The best way to do that right now is to create some sort of logic hook that checks to see when a job is finished. When it is then automatically unassign the sales group and assign the finished job group to the company, contact, and all related projects/tasks. This will require some custom coding to automate.
There is something being developed right now that will allow you to remove and add a group to the current record and cascade down to the child records. This won't be done until the end of the month. However, it isn't an automated solution. In my mind, you should probably automate this specific use case.
Hope that helps, Jason
10 years ago
Hello,
thanks for the quick reply. It is not so urgent, it is enough if I can move it to the other manually from the Sales Group. It is important that all related entries can be moved with. Otherwise one has shifted the company and contact, but the associated projects and project tasks, activities, etc. are still visible to the Sales Group.
One would of course also the owner of the record change, because otherwise this would be seen anyway, the Sales Group employee should have created the record.
How do I know when it's done, what you create there? Otherwise there is no other way?
Thanks.
10 years ago
That makes sense. I'll follow up and reply here when it is available. No other way unless you manually change each child or through custom code.
-Jason