[Vtigercrm-developers] two or more vtiger instances share product and organization database

IT-Solutions4You info at its4you.sk
Wed Sep 16 11:45:42 GMT 2015


You can doo it with Roles/Profiles setting.
Set Modul Document as private then Comp1 don't see Comp2 documents.
The same for modul Price List and so on.

You can create a FREE trial on www.vt4you.com to check this extension.
But the most work is right Roles/Profiles setting.

Matus

Dňa 16. 9. 2015 o 11:18 Preexo napísal(a):
> I see, let me try again...
> Everything should be separate. So basically like two vtiger instances.
> Except the actually entity product with all it's fields. But any relation
> that is 1-n or n-n which would appear at the right (e.g. documents) should
> be individual/seperate again.
>
> A simple example would look like this:
> Company1 adds a product foobar with the price 550. Then Company1 adds a PDF
> to the documents of the product. Company2 instantaneously sees the product
> foobar with the price 550 as well. It can change the foobar product.
> Company2 changes the price to 220. The product will have changed for
> Company1 as well. But Company2 can not see the PDF attached as a document to
> the product foobar. If Company2 now attaches a WORD file to the documents of
> the product, then Company1 also does not see the WORD file.
>
> Makes more sense? It is a very customized way of handling things and I'm not
> sure it can be used by anyone else again.
>
> @its4you: can the above use case be achieved with your plugin? If yes, a
> demo would be perfect.
>
>
>
> Vladimir Karažija wrote
>> Regarding individual sales order/invoice/purchase orders/quotation, yes
>> that is what I wanted to suggest.
>>
>> I am not sure what do you mean by:
>>
>> Even the documents attached to the
>> organization actually have to be different, also the activities... just
>> everything else ;)
>>
>> regards, Vladimir
>>
>>
>>
>>
>> Vladimir Karažija
>> Kosa crta d.o.o.
>> Jagnedje 1
>> 10090 Zagreb
>> OIB: 57724075047
>>
>> t. +385 1 777 33 85
>> m. +385 91 122 0511
>> www.kosacrta.hr
>>
>> On Wed, Sep 16, 2015 at 9:16 AM, IT-Solutions4You <
>
>> info@
>
>> > wrote:
>>
>>> Please, see this solution:
>>> http://www.its4you.sk/en/vtiger-shop?pbrecord=57986
>>>
>>>
>>>
>>> Dňa 16. 9. 2015 o 2:49 Preexo napísal(a):
>>>
>>> Thanks for your feedback!
>>>> I kinda like the workflow solution as well. The workflow solution,
>>>> updating
>>>> on every save, would at least not require any core hacks. Just adding a
>>>> custom function and then updating via web service. Thanks for the input!
>>>>
>>>> Doing it via roles and sharing access sounds interesting as well. Not
>>>> sure I
>>>> have fully understood how this would be done though.
>>>> Each office doesn't need any further customizations than access to the
>>>> pool
>>>> of shared products and organizations (including all contacts). Doing it
>>>> in
>>>> one vtiger would make it difficult to differentiate which SalesOrder can
>>>> be
>>>> seen by which user, or is this actually possible as well? I should have
>>>> a
>>>> look at this.
>>>>
>>>> So basically they share the products and organizations, but each office
>>>> has
>>>> their own order processing going. They have individual Quotations,
>>>> SalesOrders, PurchaseOrders and Invoices. Even the documents attached to
>>>> the
>>>> organization actually have to be different, also the activities... just
>>>> everything else ;)
>>>>
>>>> Will keep you posted.
>>>>
>>>>
>>>> Vladimir Karažija wrote
>>>>
>>>>> Why don't you use vtiger 1 installation and achieve that with
>>>>> integrated
>>>>> groups, profiles, roles and sharing access roles?
>>>>>
>>>>> I am sure this can be done! Please correct me if I misunderstood your
>>>>> requirements?
>>>>>
>>>>> The only problem is that with one installatio you will need to expose
>>>>> vtiger on the internet or create vpn between offices.
>>>>>
>>>>> What kind of customizations they are requesting per office?
>>>>>
>>>>> regards, Vladimir
>>>>>
>>>>>
>>>>> Vladimir Karažija
>>>>> Kosa crta d.o.o.
>>>>> Jagnedje 1
>>>>> 10090 Zagreb
>>>>> OIB: 57724075047
>>>>>
>>>>> t. +385 1 777 33 85
>>>>> m. +385 91 122 0511
>>>>> www.kosacrta.hr
>>>>>
>>>>> On Tue, Sep 15, 2015 at 9:47 PM, Richard Hills - Technologywise <
>>>>>
>>>>
>>>> richard at .co
>>>>>
>>>>
>>>> wrote:
>>>>>>
>>>>>
>>>>> After 0 investigation, I think I would do this by creating a custom
>>>>>> workflow which updates other db's on save. In the workflow you can
>>>>>> make
>>>>>> use
>>>>>> of webservices to update/create the records on other installations.
>>>>>>
>>>>>> Interesting requirement, will be keen to here how you tackle this.
>>>>>>
>>>>>>
>>>>>> On 15/09/15 15:40, Preexo wrote:
>>>>>>
>>>>>> I have three offices starting to use vtiger soon. The offices all
>>>>>> belong
>>>>>>> to
>>>>>>> the same company group and all deal with the same list of products.
>>>>>>> Now
>>>>>>> the
>>>>>>> offices asked me to customize the three vtiger installations so that
>>>>>>> they
>>>>>>> all use the same product database. If one of the offices changes
>>>>>>> something,
>>>>>>> it should be changed for all other offices as well. I am
>>>>>>> investigating
>>>>>>> on
>>>>>>> how to achieve something like this. I wonder if synchronizing is
>>>>>>> easier
>>>>>>> than
>>>>>>> actually connecting to the same mysql database, bust just for the
>>>>>>> products.
>>>>>>> If the concept works, they will very likely ask to do the same thing
>>>>>>> with
>>>>>>> organizations and contacts, but that's it.
>>>>>>>
>>>>>>> Has anyone ever done something like this? I have done something like
>>>>>>> this
>>>>>>> with other software before (several onlineshops all connecting to the
>>>>>>> same
>>>>>>> product mysql database) and achieved great results, but maybe someone
>>>>>>> has
>>>>>>> already made experience with vtiger and wants to share. Bad and good
>>>>>>> both
>>>>>>> welcome :)
>>>>>>> I'll share as soon as I learned more about it.
>>>>>>>
>>>>>>>
>>>>>>>
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>>>>>>
>>>>> _______________________________________________
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>>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
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>
>
>
>
>
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