Hide Products in the Catalog

Hi Missy Brooks,

Our normal recommendation would be to use teams to prevent certain users from accessing these records. Unfortunately, team assignment to product catalog records is not available. This is documented in enhancement request #47940. 

It sounds like your instance is hosted on-premise. Do you have a sandbox that you can create the product catalog entries in? Once you are ready, you could export the new entries from the sandbox and import into your production instance. 

Nathaniel

Hi Missy Brooks,

there is no administrative way to do that. But with a custom checkbox field e.g. visible_c you should be able to filter the records in the popup view. As in version 7.8 the quotes module is still BWC you can set the filter in a custom view.popup.php.

First define a custom field type checkbox, named visible (visible_c) in module Product Catalog (ProductTemplates).

Now add this field to the Popup ListView and Popup Search of the module  Product Catalog.

Now you have to create a custom view.popup.php with following content.

File custom/modules/ProductTemplates/views/view.popup.php:

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
require_once('modules/ProductTemplates/views/view.popup.php');
class customProductTemplatesViewPopup extends ProductTemplatesViewPopup {
 function display() {
 $_REQUEST["visible_c_advanced"] = true;
 parent::display();
 }
}

By this code you just set the advanced search parameter for visible_c to true before the popup is shown.

After Quick Repair and Rebuild the popup should only show product templates with visible = true.

In version 7.9 and above the Quotes module is sidecar enabled and uses a drawer to select the Product Templates. Therefor you should develop a custom filter for the ProductTemplates Drawer which is opened in product selection for Quotes. In the developer guide you find how to do that: http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.9/Architecture/Filters/index.html#Filt… 

This sounds like a perfect solution for now.

So when we when upgrade, we can then customize which drawers open and IF they open? 

Thanks for your help!

Yes, that should follow the rules defined in the developer guide for drawer filters in the section "Adding Initial Filters to Drawers from a Controller".

much appreciation~

In quotes from popup view page its working But in line items search its not working getting all products.Harald Kuske

This filter is for pop up view but i want to add this filter for search also is there any way to add. Above i have attached image 

Harald Kuskehats

Challenge: Wondering if there is a 'no code' method to achieve this common requirement?

Anyone up for the challenge? ;-)

challenge

Unfortunately not in the current versions. But you could post that in the Explore Section of the community.

I think the idea makes sense and could be helpful for others too.

Greetings Harald

in case anyone comes across this thread looking for an out of the box solution, it is available as a feature:

https://support.sugarcrm.com/Documentation/Sugar_Versions/12.0/Ent/Application_Guide/Product_Catalog/#Product_Status

Product Status

The Product Catalog module contains a Status field that controls the availability of each product catalog record when relating it to another record. By default, the Status field has three options: Active, Inactive, and Retired. When the status of a product record is "Active", it will be displayed in the Product Catalog and Product Catalog Quick Picks dashlets. Product Catalog relate fields are filtered to display records with a status of "Active". To select a record with a status of "Inactive" or "Retired", the filter can be removed via the Search and Select drawer.''