by eggsurplus

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.

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#1288 - Charts by teams

Closed Bug? created by telintel 4 years ago

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

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 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

  2. telintel member avatar

    telintel

    4 years ago

    Hi, I'm going to check. thanks

  3. telintel member avatar

    telintel

    4 years ago

    Hi Jason
    Which will be the table_name or module_name of this type of the charts?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      I couldn't tell you. It would depend on the chart and where the data is coming from. Sorry!

  4. telintel member avatar

    telintel

    4 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

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 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.

  5. telintel member avatar

    telintel

    4 years ago

    Hello

    Thanks for your help. I would like to change "All Opportunities by Lead Source"

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