[Vtigercrm-developers] shared record

Fri Oct 16 15:31:59 GMT 2020

Hi,
in past we worked on this topic but to avoid change core files we faced
performance issue. We give a look soon considering possibility to change
core and let you know!
Thanks.

Il giorno ven 16 ott 2020 alle ore 07:34 Uma S <uma.s at vtiger.com> ha
scritto:

> Hi Simone,
>
> That looks good!
>
> Curious to know if you have started work on this for Vtiger, If any better
> to share the POC. So we can do it together.
>
> On Tue, Oct 13, 2020 at 9:41 PM Simone Travaglini <
> simonetravaglini at gmail.com> wrote:
>
>> 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
>>
>>
>> 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

Rispetta l'ambiente: non stampare questa mail se non ti è veramente
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