How can i add new fields in just one team with out changing the other teams?
Hi eman alshehri,
I sincerely apologize. Role-based views are not available in Professional. They are available in Enterprise.
Hello eman alshehri,
If I understand correctly your words then , you mean add a new field for one of the module but that field should visible to one team members only ?
This can be done via http://support.sugarcrm.com/Documentation/Sugar_Versions/7.8/Pro/Administration_Guide/Role_Management/#Setting_Field-Lev…
I appreciate that you asked about Teams specifically, but if you were considering use of Roles as well, consider this as well:
Role-based Record Views was developed specifically with this goal in mind. You can configure different RecordView layouts for each Role. Any role's RecordView that has not been edited will automatically use the "Default" layout.
Here is a link to a Knowledge Base article that outlines how to do this:
Creating Role-Based Record Views
Thank you all very much.
@Prashant Patel this method will show (no access) to the user. I want the fields to be shown only to the required members. @Patrick McQueen, as you can see I don’t have (Role) at the top to add fields to the required roles! how can I do that? The version is (Professional, Version 184.108.40.206. )
Hi Patrick McQueen, I really appreciate your help. So, it means I just can use the method suggested by Prashant Patel?
HiPatrick McQueen, I really appreciate your help. So, it means I just can use the method suggested by Prashant Patel?
Yes. like Prashant Patel, I recommend using field-level permissions and applying the role to those users you do not want to see the field.
I am not sure what you meant above when you said the methods would show "no access" to the user. Can you clarify what you mean by that?
Hi Patrick McQueen,
See the image below, what I want is to add the field (Code of the customer) for some users. But, here you can see that for undesired users it will be shown with (No Access) because I selected (None) from the permissions of this field. Actually, I want to hide it but it seems in my version as what you said it is not applied.
Hello eman alshehri,sorry for late reply but this is the default and expected behavior of SugarCRM . So don't worry there is not any thing wrong with your sugar instance.Also If you don't even wants the other users to see your field ( completely hide from other users including label ) then you need to apply code for that on the js files on each view by checking the login user is belongs to specific role or not. Which seems to be not better solution compare to field level restrictions.ThanksPrashant
okay, thank you very much.
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