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.
#617 - Creator Group Select
My understanding of this feature is that when I am on the Create/Edit View of a Sugar record, assuming the user I am logged in as belongs to more than 1 group, that I should see a dialog box (or something) on the edit screen that allows me to choose which team(s) I want assigned to that record. Is that an accurate statement? If so, it's not working for me and I'm not sure what else to do.
Thanks, Matt
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10 years ago
Hey Matt,
It is only available when creating a new record (not available when editing a record) and the user logged in must be in 2 or more groups. Just tried it in 6.5.16 and it looked like this: https://www.dropbox.com/s/5r7nmu96t21pdlj/securitysuite-create-select.png
-Jason
10 years ago
Jason, Thanks for the quick response... I'm not seeing the same thing however. I have it setup correctly via the config settings and I'm logging in as a user who is on 3 groups... I am using the "login as" feature, could that be an issue?
10 years ago
No, that is working as well. Do you have time for a screen share today? Would 4pm eastern work?
10 years ago
Matt,
Dug around a little bit and it inserts this in include/EditView/EditView2.php->display(). It looks like some custom modules may not use this so it won't show the inserted panel. Are you trying this on a custom module?
-Jason
10 years ago
After more testing it does work just fine with custom modules as well IF the custom module is hooked up to Security Groups. Meaning that the custom module needs to have the right relationship with the Security Groups module. This can be done via the Hookup Module tool available on the Admin page.
10 years ago
Jason, No, I wasn't trying this with a custom module, just Opportunities (with an out-of-the-box version of Sugar CE)... I'm around tomorrow if you have some time for a quick screen share.
Thanks, Matt
10 years ago
We were able to work through this via a screen share. At this point everything seems to be running fine.