[Vtigercrm-developers] shared record

[Uma S]

Hi Simone,

Sorry! I was looking at various perspectives from the crew, That looks
interesting.

I think sharing with users through an additional field (same as Assigned
to) on record is not easy to achieve, As Martin made a point which has huge
dependencies to be solved through various end points.

>>shared with: all users in "shared with" field have same privileges of
owner of record,
I am not convinced with this note, As again users profiles and Roles will
have various restrictions on record modification.

Also with respect to sharing rules, This will be even more complicated. ex:
If contact module marked for private, Then how does the shared with users
should work?

On Tue, Oct 13, 2020 at 7:47 PM Simone Travaglini <
simonetravaglini at gmail.com> wrote:

> 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
>>>>>
>>>>>
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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/
>>>
>>> _______________________________________________
>>> 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!
> _______________________________________________
> http://www.vtiger.com/



-- 
With
Best Regards
Uma.S
Vtiger Team
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