How to customize dropdown items depend on the user security group?

Question

Hello,

I am newbie to suger Crm , I am wondering how can I customize the sales stage drop down in opportunity model for example , so if user A from the security group SALES1 can see only the 3 options (Prospecting, Qualification, Needs Analysis) , if another users (user B) from security group SALES2 can see the whole list.

Thank you,

Hafez

hafez Ahmad · Accepted Answer

Hi hafez Ahmad

Already there is the Correct Answer for it.

Once check this post and let me know for further help.

Here on line 9 we are getting current user role and checking, instead change the code to group.

you can get by:

app.user.get('<fieldname>');

In ./custom/modules/Opportunities/clients/base/views/create/create.js

 
({
   extendsFrom: 'CreateView',
   initialize: function (options) {
         this._super('initialize', [options]);
         this.restrictSalesStages();
   },
   restrictSalesStages: function() {
      if(app.user.get('type') != 'admin') {
         //getting all the options key:value fom sales_stage_dom
         var sale_stage_list = app.lang.getAppListStrings('sales_stage_dom');
         Object.keys(sale_stage_list).forEach(function(key) {
            var check = sale_stage_list[key].match(/Investment/);
            if(check) {
               delete sale_stage_list[key]; //deleting 'Investment' key from the list
            }
         });
      }
   this.model.fields['sales_stage'].options = sale_stage_list; 
},
_dispose: function() {
   
      this._super('_dispose');
},
});

We can replicate the same to record.js for edit view.

It is tested and successfully working in my Sugarcrm 7.7.1.1 Pro instance

Best Regards

S Ramana Raju