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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#1442 - Limit Assigned user choice

Closed Feature created by Lion Solution Verified Purchase 4 years ago

Hi,

is it possible to limit users one can assign a record to?

I'd like that this feature would role based,
so that people with role: "Owner only" can assign records just to themselves
and people with role: "Group only" can assign records to everyone in the group

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    There is an option to restrict to selecting only users in your own groups. Anything beyond that you will need to alter 1 of 2 functions in include/utile.php. Both functions are marked with "SECURITY GROUPS". One of those drives the assignment select and the other is for search. I forget which is the one you will need.

  2. MayerElyashiv member avatar

    Lion Solution Verified Purchase

    4 years ago

    HI Jason, sorry if re-open this thread.

    I looked in utils.php
    There are three functions marked with "SECURITY GROUPS":

    get_user_array is the one that controls wich users you can see in advanced search view or in shared calendar (user list)
    **getUserArrayFromFullName **is used in Home\QuickSearch.php
    **get_bean_select_array **is used for Email Templates

    I'm looking for a way to limit the autocomplete function in the "Assigned to" field of a record, and to limit also users you can select in "select users" popup,..

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      Hi Mayer, always feel free to follow up on any thread.

      I could have sworn one of those applied to the Assigned To field. I'll do some research and follow up here.

    • Marc_Yu member avatar

      Marc_Yu

      4 years ago

      Hi Jason,

      Thanks a lot for being so active in share your knowledge to the big community. I recently also need this customization badly. It would really nice if we can add limitations for each "Assign To" in different modules. My case is i want to add a new customized field called "Availability", which value may be available, sick leave, annual leave, etc. In the cases Module case edit view, i would like to add limitation so only "Available" users can be seen when some one try to use autocomplete to select any user.
      looking forward to hear back from you.

      regards,
      Marc

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