QUESTION:
In the “My Calls” dashlet, how do I make the “Related to” items display as links?
DETAILS:
In the “My Calls” dashlet, the “Subject” column has links in it, but the “Related to” column does not. However, upon viewing the HTML I see that the link data is there for the “Related to” items, it’s just wrapped in a tag instead of an tag.
I looked at the following tool:
Studio > Calls > Layouts > Sugar Dashlet > Sugar Dashlet ListView
but there was no such option
I also looked at the following file:
/modules/Calls/Dashlets/MyCallsDashlet/MyCallsDashlet.data.php
but couldn’t find where to modify the surrounding tag:
The “My Calls” Dashlet’s “Related to” item displays as a link for me.
Have you ensured your Permissions are correct?
You will also need to check your owner/Group user settings are correct.
If both are correct, Does running a Quick Repair/Rebuild resolve this?
a) In / Admin / Users / User Management
I modified the “Staff” member from “Regular User” to “System Administrator User”
and the “My Calls” Dashlet now displays “Related to” info as links
b) -BUT- I don’t want all my “Staff” members to have access to the / Admin / functions
and I haven’t found a way yet for a “Regular User” to see “Related to” links in the “My Calls” Dashlet
FYI: I typically use the CRM as a “Staff” member set as a “Regular User” and only login as a “System Administrator User” when I need to do SysAdmin tasks (in a different browser). This keeps MY user experience the same as my “Staff” (group name).
I followed the steps you suggested with optimism
(with the “Staff” member set back to “Regular User”):
c) I checked the / Admin / Users / User Management / options
but I couldn’t find any relevant permissions
d) In / Admin / Users / Role Management
I gave all modules “All” permissions
but this didn’t solve the problem
e) In / Admin / System / Repair
I ran the quick repair
but this didn’t solve the problem
I’m not a PHP developer so it’s difficult for me to “see” where the “System Administrator User” gets to see “Related to” links in the “My Calls” Dashlet.
Any additional suggestions would also be appreciated.
Hi,
Sorry, to clarify, I was referring to the Server/File Permissions. Not the Permissions for each unique user.
Where is the server hosted?
If it is hosted Locally, What is the Operating System of the System the server is hosted on?
CORRECTION: When I refer to “My Calls” Dashlet text in post #22397 I am referring to the “Related to” column only. The “Subject” text displays as links for both “System Administrator User” and “Regular User” logins.
I am running Version 7.3.1, but I have tested this on a 7.2.2 Instance and it worked as it should.
In regards to Permissions, 775 for the folders: - cache, custom, modules, themes, data, upload
and the file: config_override.php
755 for everything else.
Also, if you go into your config.php, make sure these settings are in place:
dir_mode => 1517
file_mode => 420
Sorry, Yes, The “Related to” column is a link even when logged in as a Regular User. Even on both 7.2.2 and 7.3.1 instances.
Hopefully a re-install will help resolve this issue!