[Vtigercrm-developers] shared record

Tony Sandman tonysandman999 at gmail.com
Mon Oct 12 13:17:25 GMT 2020


Owner of a record and the one who can access the same with the same
privileges, or (which may be tricky) with privileges granted in profile.
Am I right? This is what are we looking for?

T.

On Mon, Oct 12, 2020 at 4:48 PM Simone Travaglini <
simonetravaglini at gmail.com> wrote:

> Hi martin, you have got the point!
> Assigned to in our idea could be like now, but another field allow to
> "share with".
> So if it is assigned to user A, sharing rules are based on user A. But I
> can also share with user B, and user B can view / edit / delete  the record.
>
> Il giorno lun 12 ott 2020 alle ore 11:42 Martin Allen <
> martin.allen at clystnet.com> ha scritto:
>
>> When you say 'share with another User' what exactly does this mean? We
>> have had requests previously by clients to allow records to be Assigned To
>> multiple Users - is this the suggested solution here? We tried a custom
>> solution (on vTiger 6.2) and met with limited success as we found so many
>> areas of the code that link to the assigned to user, that to change all of
>> them was too big a task to undertake. The main areas that caused issues
>> were linked to WebService functionality, and Workflows (conditions, and
>> sending emails etc).
>> But it is something that we have had enquiries about whether it is
>> possible to do or not from several clients, so if possible would be a very
>> good feature to include.
>> Or does 'sharing' mean something else?
>>
>> Martin Allen
>>
>>
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>>
>> On Mon, 12 Oct 2020 at 08:35, Sukhdev Mohan <s.mohan at myti.it> wrote:
>>
>>> Hi,
>>> Sharing records is surely a nice to have feature.
>>>
>>> Borrowing from yeti might be problem if their licence isn’t really open
>>> source.
>>>
>>> Best Regards,
>>> *Sukhdev Mohan* | *Software Developer*
>>>
>>>
>>>
>>>
>>>
>>> Il giorno 12 ott 2020, alle ore 09:27, Simone Travaglini <
>>> simonetravaglini at gmail.com> ha scritto:
>>>
>>> Hi guys,
>>> many customers ask us to have possibility to share a record with other
>>> users. And in many cases using groups it's not a fitting solution with
>>> customers' needs.
>>> I think could be a great new feature.
>>> I know that yeti force manage this topic.
>>> 1 - other from this list agree with this request?
>>> 2 - could be interesting look at how yeti force did? (about this topic a
>>> question to Blazej if is reading :) : it seems that the licence of yeti
>>> it's not really open source because it requests to register for every
>>> installation. What about taking part of yeti code and use in vtiger? Is it
>>> possible?
>>>
>>>
>>> --
>>> Simone Travaglini
>>> 328 5499846
>>> Linkedin: Simone Travaglini
>>>
>>>
>>> Rispetta l'ambiente: non stampare questa mail se non ti è veramente
>>> necessario!
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
>
>
> --
> Simone Travaglini
> 328 5499846
> Linkedin: Simone Travaglini
>
>
> Rispetta l'ambiente: non stampare questa mail se non ti è veramente
> necessario!
> _______________________________________________
> http://www.vtiger.com/
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