[Vtigercrm-developers] shared record

Tue Oct 13 16:05:37 GMT 2020

Hi Uma,
thanks for answer.
Please give a look at yetiforce:
[image: image.png]
Maybe someone don't like Blazej posts, but I think all we can agree he and
his team is a good developing team, so I'm sure you can take as example
what they did.
Of course contact module marked as private is a good example.
Suppose assigned to is to user A, and user B and user C, according with
roles and sharing rules, can't access to record. But user A decide to share
record with them. With this field could be possible!!! The only issue I see
is related to performance to calculate rules, but yeti did... so I think
also vtiger can do ;)

Il giorno mar 13 ott 2020 alle ore 17:04 Uma S <uma.s at vtiger.com> ha
scritto:

> 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
>>>>>>
>>>>>>
>>>>>> The information in this email is confidential If you are not the
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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
> _______________________________________________
> http://www.vtiger.com/

-- 
Simone Travaglini
328 5499846
Linkedin: Simone Travaglini

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