[Vtigercrm-developers] locked functionality

Sutharsan Jeganathan ajstharsan at gmail.com
Wed Aug 20 16:34:33 GMT 2014


HI

I don't think we can use the same function to achieve the exact locking
rules you preferred.

Let me know if you have any alternative idea. Also I am fine to adjust few
hours from the proposal, if you feel it is higher.


Thanks
Sutharsan Jeganathan


On Wed, Aug 20, 2014 at 6:18 PM, Ranieri <rslemer at gmail.com> wrote:

> No, i mentioned  reuse the same function, only for easy implementation
>
>
>
>
> 2014-08-20 0:48 GMT-03:00 ajstharsan at gmail.com <ajstharsan at gmail.com>:
>
>> Hi
>>
>> If am not confused, you mentioned sharing access. But below are the
>> requirements
>>
>> 1) we need to lock record level, not profile level
>> 2) even sharing access shares record by role, profile and group level
>> 3) I believe this can be done by groups, by adding all records locked to
>> different read only groups and organize users to relevant groups may work.
>> But you will lose control of individual assigned to functions such as
>> emails or to dos and filters by users
>>
>> Thanks
>>  Sutharsan jeganathan
>>
>> Sent from my HTC
>>
>> ----- Reply message -----
>> From: "Ranieri" <rslemer at gmail.com>
>> To: <vtigercrm-developers at lists.vtigercrm.com>
>> Subject: [Vtigercrm-developers] locked functionality
>> Date: Wed, Aug 20, 2014 03:50
>>
>> look
>>
>> not just use the same function to change less ..
>>
>>
>> 2014-08-18 12:21 GMT-03:00 Sutharsan Jeganathan <ajstharsan at gmail.com>:
>>
>>> HI
>>>
>>> I am not getting exactly. Are you talking about record level permissions
>>> through profiles? Or please describe in details.
>>>
>>>
>>> Thanks
>>> Sutharsan Jeganathan
>>>
>>>
>>> On Mon, Aug 18, 2014 at 7:35 PM, Ranieri <rslemer at gmail.com> wrote:
>>>
>>>> I think is more easy solution
>>>>
>>>> the routine that handles the access profile, put a call to a new
>>>> function
>>>>
>>>> this function le a new table created by the workflow and checks if the
>>>> lock condition is true if, as is the profile if the user did not change
>>>> permission
>>>>
>>>> So it's just a change and now goes for the entire system
>>>>
>>>> What you think about it?
>>>>
>>>> Ranieri
>>>>
>>>>
>>>> 2014-08-17 21:57 GMT-03:00 Sutharsan Jeganathan <ajstharsan at gmail.com>:
>>>>
>>>>> Hi
>>>>>
>>>>> Hope you got my proposal. It will cost $430.00 including locking the
>>>>> import module and mass edit.
>>>>>
>>>>> The detailed break  down is attached
>>>>>
>>>>>
>>>>> Thanks
>>>>> Sutharsan Jeganathan
>>>>>
>>>>>
>>>>> On Tue, Aug 12, 2014 at 9:43 PM, Ranieri <rslemer at gmail.com> wrote:
>>>>>
>>>>>> Yes i agree with you.
>>>>>>
>>>>>> How much? How many time to do this?
>>>>>>
>>>>>> Vtiger 5.4.0
>>>>>>
>>>>>> Tks a lot!
>>>>>>
>>>>>>
>>>>>>
>>>>>> 2014-08-12 9:15 GMT-03:00 Sutharsan Jeganathan <ajstharsan at gmail.com>
>>>>>> :
>>>>>>
>>>>>>> HI
>>>>>>>
>>>>>>> I think a check "Locked" for each module will work. But you can use
>>>>>>> workflows
>>>>>>>
>>>>>>> 1. Update fields feature - For validating some conditions and update
>>>>>>> "Locked"
>>>>>>> 2. Custom functions - To do some complex calculations that "Lock"
>>>>>>> the module.
>>>>>>>
>>>>>>> Each module will have a locked field itself, which is read only to
>>>>>>> user, but accessible through workflow.
>>>>>>>
>>>>>>> But the system should be customized to make each record "Read only"
>>>>>>> when the "locked" field is enabled.
>>>>>>>
>>>>>>> If you are fine with this method, please let me know
>>>>>>>
>>>>>>>
>>>>>>> Thanks
>>>>>>> Sutharsan Jeganathan
>>>>>>> Enquiries  sutharsan at radus28.com
>>>>>>>                 ajstharsan at gmail.com
>>>>>>>
>>>>>>>
>>>>>>> On Sun, Aug 10, 2014 at 8:16 PM, Ranieri <rslemer at gmail.com> wrote:
>>>>>>>
>>>>>>>> Yes it is.
>>>>>>>>
>>>>>>>> at run time, when mounting the screens vTiger checks whether or not
>>>>>>>> that user can make changes.
>>>>>>>>
>>>>>>>> This would, at this time, include a check in this field, and if
>>>>>>>> enabled, consider that he has no permission to rewrite
>>>>>>>>
>>>>>>>> Basically, this is changing.
>>>>>>>>
>>>>>>>>
>>>>>>>> 2014-08-10 0:43 GMT-03:00 Sutharsan Jeganathan <
>>>>>>>> ajstharsan at gmail.com>:
>>>>>>>>
>>>>>>>>> Hi
>>>>>>>>>
>>>>>>>>> I understood. Probably you are looking for a solution like this
>>>>>>>>>
>>>>>>>>> 1. Whenever the module status coming into a range of values.
>>>>>>>>> Example Sales order under Production stage
>>>>>>>>> 2. Make the modules access to Read Only
>>>>>>>>> 3. When it goes out of the stage, again the module will be
>>>>>>>>> activated to read & write access (if needed)
>>>>>>>>>
>>>>>>>>> I am not sure whether any one else did this in a better way, but I
>>>>>>>>> think this can be done through work flow + custom functions in module level
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Thanks
>>>>>>>>> Sutharsan Jeganathan
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> On Sat, Aug 9, 2014 at 11:31 PM, Ranieri <rslemer at gmail.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Thank you for your reply
>>>>>>>>>>
>>>>>>>>>> Yes i like to control with workflow because is more flexible
>>>>>>>>>>
>>>>>>>>>> Imagine the following situation
>>>>>>>>>>
>>>>>>>>>> You make a sales order
>>>>>>>>>> Passes for approval
>>>>>>>>>> Sends its output to make the request
>>>>>>>>>>
>>>>>>>>>> This stage can no longer allow the sales order is changed because
>>>>>>>>>> it is already in production.
>>>>>>>>>>
>>>>>>>>>> In vTiger I do not have as block modification, depending on a
>>>>>>>>>> status or field.
>>>>>>>>>>
>>>>>>>>>> My idea then is:
>>>>>>>>>>
>>>>>>>>>> When the order is for production, or I'll mark a field as locked
>>>>>>>>>>
>>>>>>>>>> So it can not be changed
>>>>>>>>>>
>>>>>>>>>> Understood the situation?
>>>>>>>>>>
>>>>>>>>>> Ranieri
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> 2014-08-09 14:44 GMT-03:00 ajstharsan at gmail.com <
>>>>>>>>>> ajstharsan at gmail.com>:
>>>>>>>>>>
>>>>>>>>>>> Hi Ranieri
>>>>>>>>>>>
>>>>>>>>>>> I am not sure wether this forum is suitable to hire people to
>>>>>>>>>>> customize vtiger. However still I am not clear about your need.
>>>>>>>>>>>
>>>>>>>>>>> Do you like to control vtiger system functions through workflow?
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> Thanks
>>>>>>>>>>>  Sutharsan jeganathan
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> Sent from my HTC
>>>>>>>>>>>
>>>>>>>>>>> ----- Reply message -----
>>>>>>>>>>> From: "Ranieri" <rslemer at gmail.com>
>>>>>>>>>>> To: <vtigercrm-developers at lists.vtigercrm.com>
>>>>>>>>>>> Subject: [Vtigercrm-developers] locked functionality
>>>>>>>>>>> Date: Sat, Aug 9, 2014 21:53
>>>>>>>>>>>
>>>>>>>>>>> A feature that is lacking in vTiger is blocking the registry
>>>>>>>>>>> change, after a certain event.
>>>>>>>>>>>
>>>>>>>>>>> For example, after a request is approved, can no longer be
>>>>>>>>>>> changed
>>>>>>>>>>> After a deal is closed, may no longer have their status changed
>>>>>>>>>>> to open or negotiation
>>>>>>>>>>>
>>>>>>>>>>> After the processed application, after x days, can no longer be
>>>>>>>>>>> changed
>>>>>>>>>>>
>>>>>>>>>>> Today the alternative is to change the user  to a new group, or
>>>>>>>>>>> even that User does not have permission to change via Workflow
>>>>>>>>>>>
>>>>>>>>>>> However, this implies a change reports and often difficult for
>>>>>>>>>>> the user.
>>>>>>>>>>>
>>>>>>>>>>> I would like to create a concept of Locked, where:
>>>>>>>>>>>
>>>>>>>>>>> Via workflow I mark a particular field, eg a check box called
>>>>>>>>>>> Locked
>>>>>>>>>>>
>>>>>>>>>>> If this check box is marked, I would like to change the function
>>>>>>>>>>> could no longer be used by the user.
>>>>>>>>>>>
>>>>>>>>>>> So only when the administrator, remove this mark, the check box,
>>>>>>>>>>> the record could be changed again.
>>>>>>>>>>>
>>>>>>>>>>> I need this in version 5.4 for now.
>>>>>>>>>>>
>>>>>>>>>>> Can I pay for the development, who could make this change for me?
>>>>>>>>>>>
>>>>>>>>>>> Thank you!
>>>>>>>>>>>
>>>>>>>>>>> _______________________________________________
>>>>>>>>>>> http://www.vtiger.com/
>>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> _______________________________________________
>>>>>>>>>> http://www.vtiger.com/
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> _______________________________________________
>>>>>>>>> http://www.vtiger.com/
>>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> _______________________________________________
>>>>>>>> http://www.vtiger.com/
>>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> _______________________________________________
>>>>>>> http://www.vtiger.com/
>>>>>>>
>>>>>>
>>>>>>
>>>>>> _______________________________________________
>>>>>> http://www.vtiger.com/
>>>>>>
>>>>>
>>>>>
>>>>> _______________________________________________
>>>>> http://www.vtiger.com/
>>>>>
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>>
>>>
>>>
>>> _______________________________________________
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>>>
>>
>>
>> _______________________________________________
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>>
>
>
> _______________________________________________
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