[Vtigercrm-developers] shared record

Sat Oct 17 08:05:02 GMT 2020

Sure! Simone.

We will look forward to your inputs.

On Fri, Oct 16, 2020 at 9:07 PM Simone Travaglini <
simonetravaglini at gmail.com> wrote:

> 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
>>>>>>>>> intended recipient, you must not read or use that information. This email
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>>>>>>>>> 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!
>>>>> _______________________________________________
>>>>> 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
> necessario!
> _______________________________________________
> http://www.vtiger.com/

-- 
With
Best Regards
Uma.S
Vtiger Team
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