[Vtigercrm-developers] Adding a second "user" field?

Alan Lord alanslists at gmail.com
Fri Mar 13 13:16:23 GMT 2020


Has anyone ever managed to "fix" this?

I need a user-selectable field so a user can choose another user. This 
field is not the Assigned To, it means something completely different.

I know from experience, that adding a second UIType 53 breaks list 
sorting and reports.

A UIType 52 is nearly OK but can't be used by non-admin users and in 
reports the data is shown as the user's id not the first_name + last_name.

TIA

Al



On 04/05/2018 13:45, Alan Lord wrote:
> 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
>>
>>     _______________________________________________
>>     http://www.vtiger.com/
>>
>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
> 
> 
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