AnsweredAssumed Answered

Restrict 'Convert' action on Leads module based on user role

Question asked by Piotr Pryzmont on Jan 26, 2016
Latest reply on Jan 27, 2016 by Piotr Pryzmont

I would want to restrict users from converting Leads.

Only users with special role should be able to do it and only when some status fields are set to 'Accepted'.

 

I'm using Sugar Professional 7.6.

The best I can think of would be to remove/hide the 'Convert' action for the unauthorized users or when the fields are not set to 'Accepted'. I don't think it is possible to achieve it by setting the permissions for a role. I guess some custom coding is needed?

 

If so, Should I use logic hooks or modify the record view (record.js) somehow?

 

Special thanks for any code snippets.

 

Thanks,

Rafal

Outcomes