Filtering the Users popup based on Role membership

[aaront]

Hey all,

Using the Users select popup in a Safeguarding custom module, for a specific field - Safeguarding Lead, I would like to be able to only return users who are in the role Senior Keyworker. I’ve found some articles listed below relating to setting the Initial_Filter or setting a custom WhereStatement but I think these relate to filtering based on a field in the form, rather than a field which isn’t present (I may have misunderstood that though).

Filter By Security Group

Hey there, Are you still looking for a solution for this? Unfortunately, I don’t believe the Filter views can handle search on a M2M relationship, out of the box. In terms of within-CRM-functionality, while it doesn’t quite meet the same criteria, you could perhaps try creating a Report that lists all Leads by Security Group You would have the data, at least. Otherwise, you would have to make code-level changes. I’m not 100% sure what would be required to achieve this, but I have found…

Filtering, select inactive user for "Assigned To"

Thanks for that, but my problem is the inactive users aren’t showing in the quick search results to filter. When I make a general search then quotes belonging to inactive users appear in the list. But if I want to search for an inactive users quotes specifically, I have no way to specify that user. [Screenshot_2020-12-07 LIGHTVU] if I search with absolutely no criteria, it still only shows active users

popupdefs static/enforced criteria

Hi everyone, I’ve been trying to make the popup window which appears for linked fields to have set criteria “for example make it so end user can only pick records with the status of active” I realised the whereClauses key is ignored if searchdefs is either not empty or is present. so instead I have read into how the searchdefs section works, tried using customCode key like .... 'status' => array ( 'name' => 'status', 'customCode' => '<input type="hidden" name="product_status_c" val…

I think what I want to do is set a custom SQL field for the users popup on that Safeguarding Lead field to include a join to the acl_roles_users table where role_id = [id of Senior Keyworker role] but I’m not sure the correct approach for this as the users popup should behave as ‘normal’ when used in other places, say for the Assigned To field for example.

Any help is appreciated as always, thanks!

Aaron