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.

Free 30 day trial
Try it Now

By clicking you consent to share your profile with the developer

#396 - Disabling or making fields ReadOnly depending on different Roles

Open General Question created by 8 years ago

I am trying to determine if the following can be done in SecuritySuite (or a combination of the tool and SugarCRM configuration. I have two roles: R1 and R2 that have edit rights on a Module M. I want R1 to edit certain fields and R2 to edit certain fields. But, I would like the fields for which they should not edit to be ReadOnly (Grayed out). It is important that they see the value of these fields in EditView, but not edit the value.

Q: Can SecuritySuite help with this in any way?

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    8 years ago

    Sure. With SecuritySuite I would create a custom layout in Studio for each of the roles (in this case a group would be created for each role and a layout for each group). Then configure the layouts as you need them to be in Studio.

    Once that is set, you would edit the metadata files to make certain fields read only (grayed out) as needed. This is a good example of how to do that: http://forums.sugarcrm.com/f6/how-make-field-readonly-36157/#post122626

    By the way, each custom group layout exists in the /custom/modules/[MODULE NAME]/metadata folder. After setting up the layouts in Studio it will create a folder for each group layout here with the name of the folder being the internal id of the group.

    -Jason

  2. vpoehlmann member avatar

    8 years ago

    That makes sense. I will test this out.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "Outstanding plugin. Great flexibility - took a little time to learn about the options, but great to have them available." - tcorlett

    Read More Reviews