[Vtigercrm-developers] Adding a second "user" field?
Alan Lord
alanslists at gmail.com
Fri May 4 12:45:01 GMT 2018
Thanks for the replies - so it sounds like this is still not really
possible in any meaningful way.
Maybe this should be a new feature for a later release - Maybe introduce
a new UIType for the purpose?
It would be good if vtiger could comment - but we know Prasad is now on
holiday until June ;-)
Cheers
Al
On 03/05/18 18:41, Oleg Antonov wrote:
> Hi Alan!
>
> I have had two projects with similar problem.
>
> 1. Flowers delivery company. First they wanted to store just courier
> name in orders and I've made simple picklist. Next year they asked for
> mobile application for couriers and I've racked my brain. End up on
> including login in picklist values (like "John Smith j.smith") and
> simple filtering orders on courier name include login of needed courier.
> Not very elegant, technically couriers have access to all orders
> (limited only on app side) but according webservices API limitations it
> was only working solution.
>
> 2. Other customer sell complex electronic devices and sell team always
> include sales and engineer. First we thought to split Opportunity for
> two parts: Deal (for sale) and Technical Proposal (for engineer) to
> assign them for corresponding users. And track each status separately.
> However they have a lot of interaction inside sales team and strong
> requirements for role rights limitation. Finally they've decided to use
> other CRM which allow to "share" record with other users. It is vTiger
> CRM fork, I suppose you know which one.
>
> Also we thought about "multiple responsible" module from VTE which make
> teams from selected user on fly, but in this case entities are not
> associated with users directly and they can not make necessary reports.
>
> 2018-05-03 13:09 GMT+03:00 Alan Lord
> <alanslists at gmail.com
> <mailto:alanslists at gmail.com>>:
>
> Customer wants to add a field so they can record a secondary staff
> member as having a relationship/responsibility towards an Organisation.
>
>
> I know this has cropped up before but wondering if anyone got a
> tested and working solution (i.e. Reports still work).
>
> The ways I can think of doing this are:
>
> * Simply add a normal, manually created picklist field (no dynamic
> updates of available users etc... A bit of a "last-resort" solution
> IMHO)
>
> * UIType 53? Standard Assigned To field - I recall having more then
> one of these in a module used to break things badly, especially Reports.
>
> * UItype 52? - The Modified By/Created By field. Not sure how it
> performs if displaytype is set to normal. Again concerns with Reports.
>
> * Add a UIType 10 field pointing at the Users module? Might work,
> but would probably crash Reporting engine as totally unexpected.
>
> * Create a custom UIType field and all the associated code?
>
> Anyone used any of these and/or other ideas?
>
> TIA
>
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