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

[Angelo Paglialonga]

Hi Alan I’ve got similar requests too, it’s always interesting to know how others solve an issue!
I recall solving the "lock record issue" by intercepting save event to check against some rules and returning a message in edit view  like it happens with duplicates handling.
All the best


Dott. Angelo Paglialonga
Consulenza vTiger CRM ad alto ROI.
Telefono: 338.6077866
Sito web: angelopaglialonga.com <https://treeway.it/angelo//shorturl.php?id=6457a0339d9398.33634588>

> Il giorno 27 giu 2023, alle ore 09:11, Alan Lord <alanslists at gmail.com> ha scritto:
> 
> 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
>> _______________________________________________
>> http://www.vtiger.com/
> 
> 
> _______________________________________________
> http://www.vtiger.com/

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