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

Preexo preexo at googlemail.com
Thu Sep 17 11:02:02 GMT 2015


I can confirm, this will actually work with the module from its4you. If the
offices agree, we will just buy the module from its4you and all work is at
configuring the sharing rules properly... Great!


its4you wrote
> 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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> 
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