[Vtigercrm-developers] shared record

Simone Travaglini simonetravaglini at gmail.com
Tue Oct 13 14:12:44 GMT 2020


Could be interesting have opinion of UMA :)

Il giorno lun 12 ott 2020 alle ore 15:28 Simone Travaglini <
simonetravaglini at gmail.com> ha scritto:

> H tony, yes you are right.
> 1 - owner of the record: like now
> 2 - shared with: all users in "shared with" field have same privileges of
> owner of record, but also role influence (i.e. fields visibility). So if
> you are in "shared with" users you have exactly the same behavior like if
> you are the owner. But because you are not the owner, other rules are not
> working (i.e. higher roles users don't automatically see the record).
>
>
> Il giorno lun 12 ott 2020 alle ore 15:18 Tony Sandman <
> tonysandman999 at gmail.com> ha scritto:
>
>> 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
>>>>
>>>>
>>>> *01392 248692 - Main Office01392 690659 - Direct Line*
>>>>
>>>> *[image: signature2]*
>>>>
>>>> Have you visited our website recently? http://www.clystnet.com
>>>>
>>>>
>>>> The information in this email is confidential If you are not the
>>>> intended recipient, you must not read or use that information. This email
>>>> and any attachments are believed to be virus free however no responsibility
>>>> is accepted by Clystnet for any loss or damage arising in any way from
>>>> receipt or use thereof. Clystnet Ltd (company reg number 7164503) is based
>>>> at Silverdown Park, Fair Oak Close, Clyst Honiton, EX5 2UX
>>>>
>>>>
>>>> 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/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
>
>
> --
> Simone Travaglini
> 328 5499846
> Linkedin: Simone Travaglini
>
>
> Rispetta l'ambiente: non stampare questa mail se non ti è veramente
> necessario!
>


-- 
Simone Travaglini
328 5499846
Linkedin: Simone Travaglini


Rispetta l'ambiente: non stampare questa mail se non ti è veramente
necessario!
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20201013/b81862d0/attachment.html>


More information about the vtigercrm-developers mailing list