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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#299 - Exporting Group Layouts

Closed Bug? created by Stefan Verified Purchase 5 years ago

I have a development and production copies of SugarCRM. I make my changes in the development one and use the "Export Customizations" feature in Studio to transfer all my changes using the "Module Loader" in the production system. If I have a separate group layouts, only the "Default" one gets exported. I don't know if this is a bug or feature request. Thanks.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    SugarCRM's export process does not package custom group layouts. You can find these in /custom/modules/[MODULE]/metdata/{GROUP_GUID}. There will be a folder in that metadata directory for each custom group layout. The name of that folder will be the unique identifier of that group. It will need to be a manual process to move those over to production as Sugar's process does not to into account this possibility.

  2. staganyi member avatar

    Stefan Verified Purchase

    5 years ago

    Actually I just looked at the exported zip file created through studio from the development system and found the custom group layout SugarModules\modules\Users\metadata\8ce6e7e2-f9a8-e7d7-8cbf-528f94ce69bb. My guess is the module loader simply ignores it. So I just need to copy the files in custom/modules/[MODULE]/metdata/{GROUP_GUID} to the production system? No other files are needed from anywhere else?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      5 years ago

      That will be it as long as you've handled any custom fields, etc as part of the normal process. A Quick Repair & Rebuild is needed if copying over existing custom group layouts (gets cached to /cache/modules/[MODULE]/metadata/{GROUP_GUID}).

  3. staganyi member avatar

    Stefan Verified Purchase

    5 years ago

    ok thanks

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