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#1933 - Understanding on Lead Convert and Security Groups Functoning

In Progress Bug? created by NAVA-IT 3 years ago

Hi Team,
                Below is the scenario encountered. Would need a clarification and understanding for the same. Please find details below.

Security Suite Settings.
• Strict Rights – Checked
• User Role Precedence – Checked
• Use Creator Group Select – Checked
• Inherit from Created by User – Checked
• Inherit from Parent Record – Checked

User XX Belongs to Group A, B, C. Group A is primary group and Group B, Group C are inheritable as Non Inheritable box is not checked. The reason we want it this way is so the user XX can have a group select box while creating records.

Scenario
User XX creates a lead and selects group B from the use creator group select box and saves the lead. Now the lead has only one security group B. Now the user converts the lead into contact and account. But the contact and account now holds all three groups A, B and C.

Understanding
Based on the understanding and the comments I read “Use Creator Group Select” will by-pass the “inherit from created by user” setting. Hence while creating only the selected group is assigned to the lead.
When the “inherit from parent record” is set it will override the “inherit from created by user” settings. The contact and account being child record and lead being parent record , the contact and account should inherit the group of the lead which is group B. But instead group A, B and C are assigned to contact and Account which I feel violates the rule where “inherit from parent record will override inherit from created by user “

Expectation
User XX creates a Lead and selects group B from the list of 3 groups in the box. When he converts the lead , the contact and account should have the same group B as lead. Please help us on how to achieve this.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    3 years ago

    I completely understand that expectation, but since Inherit from Created By is checked it is inheriting those groups during the lead conversion. Someone else has a similar issue that just came up. I'm going to look at possibly making this a configurable option as there are many that want it to work the way that it currently does.

    What version of Sugar or SuiteCRM are you currently on?

  2. NAVA-IT member avatar

    NAVA-IT

    3 years ago

    Oh Sure. Im not sure about the version yet but ill let you know asap. Could you please advice me on the understanding I have. As I need to tell this to my team. My understanding is as per rules "Use Creator Group Select will bypass inherit from created by" and "inherit from parent record will override inherit from created by" , as a result contact /account being child record will inherit the group B from the lead which is the parent record ( lead was assigned group B out of 3 groups). But currently the system assigns from Inherit from created by user in lead convert and this is against the overriding rules of parent record. This is just for a clarification as I need to tell to my team on why this is not happening as what we understood. Thanks a lot

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Absolutely. The inherit options do not override each other. They work independently so Inherit from Creator, Inherit from Parent, and Inherit from Assigned User are processed whenever a new record is created. Since User XX belongs to all 3 groups the newly created contact/account gets all 3 groups as well. The lead conversion bypasses the Use Creator Group Select as it's a special case. However, that is something that should probably be there.

  3. NAVA-IT member avatar

    NAVA-IT

    3 years ago

    If you could come up with an option that could make this possible it would be great. As this is one possible business rule and an important one. Can you approximately tell when can we get this feature.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      It depends on how many technical hurdles come up, but it should be possible to have something for you to try out in the next two weeks.

  4. NAVA-IT member avatar

    NAVA-IT

    3 years ago

    Thats nice to hear. One quick clarification. The following Settings are checked.

    • Strict Rights – Checked
    • User Role Precedence – Checked
    • Use Creator Group Select – Checked
    • Inherit from Assigned By User – Checked
    • Inherit from Parent Record – Checked

    A user belongs to Group A, B, C and Group A and B are inheritable. Group C is inheritable. He creates a Lead and selects group C from the use creator group select box. When he saves the lead Group A, B and C gets saved. When the lead convert is performed Only Group A,B are assigned to contact and account. Is this how it is supposed to work. As per the definition of Inherit from Assigned by user it says it will assign all groups of the assigned user and will not remove the group of the record ( group C ). Please Clarify if this is an exception for Lead Convert.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      What version of Sugar are you running on? I'd like to recreate that. There was a possibility of this happening in older versions of Sugar, but it shouldn't happen anymore with the Use Creator Group Select option.

  5. NAVA-IT member avatar

    NAVA-IT

    3 years ago

    Hi , The current version of Sugar is 6.5.17

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      That helps. No need for a screen share. I'll be able to check it out on that version. It's likely that you are facing an old bug fixed in more recent versions. If so, I'll send you a patch for that as well when the lead conversion option is done.

      Thanks for getting back to me so fast on that!

    • NAVA-IT member avatar

      NAVA-IT

      3 years ago

      Hi ,
           Just a small update . The Sugar CRM version is 6.5.17 and the suite CRM version is 7.1.3. I have both the files in the root folder. So i believe that the suite CRM is running on top of Sugar CRM . I was wondering if I can update the sugar CRM/Suite CRM version. Will updating either of the version will solve this issue. If so Which version should i update.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      That actually may help in this case. To do this you would upgrade to the latest version of SuiteCRM and then grab and install the 6.5.20 version of SecuritySuite. If you can try this on a test site first that would be the best route.

    • NAVA-IT member avatar

      NAVA-IT

      3 years ago

      Hi, Where can I find the link to the 6.5.20 version of SecuritySuite. We are going to install the latest version of SuiteCRM to check if this works out. Thanks a lot again. hoping his upgrade of suitecrm and securitysuite will help.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      It'll be available under the account that started the trial at https://www.sugaroutfitters.com/orders. Hope that does the trick for you!

    • NAVA-IT member avatar

      NAVA-IT

      3 years ago

      Hi, I updated the suitecrm version to 7.5.1 and the sugar version in 6.5.20. But still the issue persists . When lead convert is done the security group assigned to the lead is not being assigned to contact and account. Please help.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      3 years ago

      Thanks for giving it a shot. I'm working on it.

  6. NAVA-IT member avatar

    NAVA-IT

    3 years ago

    or would you want to check in my system via screen share / team viewer ?

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