- For every user we have a separate agreement need to be generated [ all agreements are different].
- My Requirement is I need to show the “PDF Templates” which are assigned to particular user. – Right now its showing all PDF Templates to everyone
- When the user clicks on “Print as PDF” he should see only the assigned PDF Templates.
Using the suite version as below :
Sugar Version 6.5.25 (Build 344)
** Please let me know how to resolve this.
A template is meant to be generic… you would have to tweak the PHP code generating that pop-up menu.
Can’t you use simply a Document or a Note (with attached file)?
I am getting a pop up as select template – but right now displaying all templates – it should display only the templates which are assigned to the user.
Im new to CRM .
Let me know how to achieve through code or any alternative solutions.
Are you a developer?
I think it’s here, but I’m not sure…
I had the same problem and I solved it by creating security groups and when I create the templates, I assign them to the user who should see them, so modify the functions to see only the group information.
Sorry for my English, I’m not very good.