[Vtigercrm-developers] Possible to limit the access to a record based on the record settings? 😅

[Alan Lord]

I recall discussing this numerous times in the past.

vtiger Cloud has something similar whereby for things like Invoices and 
Opportunities etc, once the "status" picklist is set to a particular 
value the record then becomes locked to all but administrators (and they 
have to "unlock" it first).

I've done something like this for particular customers in the past but 
generally it's rather complicated to get right and has been very 
specific to one customer's requirements.

FWIW, it can be easier to use client-side code to effectively "lock" a 
record based on a simple Ajax check when the record first loads. 
Obviously this can be bypassed if you _really _ want to but for many 
customers that was enough to prevent normal users from editing records 
they did not want them to.

HTH

Al

On 26/06/2023 14:22, socialboostdk wrote:
> Hi there,
> 
> I have found something that I thought was relatively easy, but perhaps 
> is not 😨
> 
> Is there any way to limit the access to a record based on the record 
> settings?
> 
> The customer use case is this:
> 
>   * They have colleagues working in different departments of their
>     business. Lets call them Nike, Adidas, and Converse.
>   * A user working in Nike is allowed to see all "Nike"-related
>     Contacts, and a user working in Adidas is allowed to see all
>     "Adidas"-related contacts, etc.
>   * There are also users allowed to se a combination, ie Adidas + Nike
>     or Converse + Nike, etc.
>   * The contacts would perhaps have a multi-select with "Nike, Converse"
>     etc in them. This could also be another field/solution.
> 
> 
> How would you configure this? Is it even possible?
> 
> I know sharing-rules, but those (as I see it) only allows me to use 
> assigned-to field as the parameter, nothing else. So how would I make a 
> Contact that can be accessed by users using either Nike or Converse?
> 
> And/or Are there alternative solutions for this use-case?
> 
> Thank you for any input 😅
> 
> Cheers,
> Chris
> 
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