Team , for those who do not have the paid version of SecuritySuite , is there any way to manually hookup Quotes and Security Groups ?
Thx
Franco
Team , for those who do not have the paid version of SecuritySuite , is there any way to manually hookup Quotes and Security Groups ?
Thx
Franco
From another thread I take this
Add the below code into the ‘relationship’ array
custom/metadata/securitygroups_recordsMetaData.php
‘securitygroups_aos_products’ => array(
‘lhs_module’=> ‘SecurityGroups’, ‘lhs_table’=> ‘securitygroups’, ‘lhs_key’ => ‘id’,
‘rhs_module’=> ‘AOS_Products’, ‘rhs_table’=> ‘aos_products’, ‘rhs_key’ => ‘id’,
‘relationship_type’=>‘many-to-many’,
‘join_table’=> ‘securitygroups_records’, ‘join_key_lhs’=>‘securitygroup_id’, ‘join_key_rhs’=>‘record_id’,
‘relationship_role_column’=>‘module’,‘relationship_role_column_value’=>‘AOS_Products’),
It seems SuiteCRM missed its own modules to give SecuritySuite Support. The same is the case with Invoices and Quotes.
To Urdhvatech: can you please tell what are the right values to put in the code for Invoices and quotes?
‘securitygroups_aos_products’ => array(
‘lhs_module’=> ‘SecurityGroups’, ‘lhs_table’=> ‘securitygroups’, ‘lhs_key’ => ‘id’,
‘rhs_module’=> ‘???Invoices and quotes???’ , ‘rhs_table’=> ‘??? for invoices and quotes???’, ‘rhs_key’ => ‘id’,
‘relationship_type’=>‘many-to-many’,
‘join_table’=> ‘securitygroups_records’, ‘join_key_lhs’=>‘securitygroup_id’, ‘join_key_rhs’=>‘record_id’,
‘relationship_role_column’=>‘module’,‘relationship_role_column_value’=>’??? for invoices and quotes???’),
Thanks and regs
F
Sorry if I insist, can anyone please give this a try ?
The effect is for example that a Team Manager role ( Quotes: Enabled None Group None None Group None Group) and a Regional Sales Manager ( Quotes: same setting as Team manager) cannot see all the quotes assigned to opportunities in the same group, for example
Opportunity X with a quote ( owned by Team Manager); the Regional Sales Manager can see the entire opportunity but in the Quote dashlet there are no quotes listed !
This is not happening for Tasks for example, they can see both the tasks assigned to that opportunity and owned by the Team Manager
I understood something might be missing in the file custom/metadata/securitygroups_recordsMetaData.php
At this link https://github.com/salesagility/SuiteCRM/blob/master/custom/metadata/securitygroups_recordsMetaData.php the file deos not seem to include Products, Quotes, Invoices…
I am not sure how to complete the file with the proper code for Quotes for example; would that be:
‘securitygroups_aos_quotes’ => array(
‘lhs_module’=> ‘SecurityGroups’, ‘lhs_table’=> ‘securitygroups’, ‘lhs_key’ => ‘id’,
‘rhs_module’=> ‘AOS_Quotes’ , ‘rhs_table’=> ‘aos_quotes’, ‘rhs_key’ => ‘id’,
‘relationship_type’=>‘many-to-many’,
‘join_table’=> ‘securitygroups_records’, ‘join_key_lhs’=>‘securitygroup_id’, ‘join_key_rhs’=>‘record_id’,
‘relationship_role_column’=>‘module’,‘relationship_role_column_value’=>‘AOS_Quotes’),
I agree that with pure guessing I will go nowhere so I am asking for assistance
Also once the file includes the proper lines, shoudl I run quick rebuild and repair, what else?
Quotes visible to different levels are vital to the management of the opportunity…
Thanks in advance and regs
Franco
Can anyone comment this please?
Me’s also interested in this. Can this be easily accomplished for Quotes / Invoices module?
Is this not working by design / in accord with SecuritySuite developers?
Does a full version of SecuritySuite automatically integrate Quotes/Invoices into the SecuritySuite functionality?