Security Group: associate several users with a record

[fab]

Hi, i explain what I would like to do:
I have um custom form and I would like the records of this form to be made accessible only to certain users.
Module A
Record 1 (accessible to users: A, B, C)
Record 2 (accessible to users: A, D, E)
Record 3 (accessible to users: F, G, H)

in a nutshell, I would like to create groups that can be associated with records, so, taking the example above, group1 will contain users A, B, C
group2 will contain users A, D, E
group3 will contain users F, G, H

I tried to follow Suite’s guide, but I was unable to recreate the scenario I described above.
the only thing i have done is to assign that record to a single user via the “assigned to” field of the form, this is exactly what i would like to do, but instead of the single user, it should refer to the entire group.
Can anyone tell me how to do this please? Thank you.

[urdhvatech]

Here is the guide for typical group setup with security group. I believe you will need group only option.

Security Suite (Groups)

Roles and Security Groups

[fab]

Yes, as mentioned above, I tried to follow the guides you posted, but I couldn’t do it.
I created the group, associated the users to the group, created the roles, went to my form list and associated with the record selection, a security group “Security Suite: Global Assignment” (although I don’t know if this works, once selected and started, it does something, but then reverts to the initial settings).
In any case, I exit Admin and enter as a user, I don’t see that record.

[urdhvatech]

I hope you have assigned the role to that security group. I don’t see any problem if you followed this.

Security Suite (Groups)

It would work for sure.

[fab]

Yes, I have assigned the role to the group, surely there is something I am forgetting or making a mistake… what I am missing is to assign the group to that record.
If, via the “assign to” field, I assign that record to a single user, logging in as that user, the record is seen regularly. I cannot associate the group to that record.

[urdhvatech]

In list view, You will have Security groups: Mass Assign

Select record and assign it to group. You will also have subpanel in detailview too.

[fab]

Yes, I’ve done that too, but as I said above, when I press the assign button it’s as if it doesn’t do anything, it refreshes the page and returns the value of “Security Suite: global assignment” to the initial value: “Group: none”.

[urdhvatech]

Yes, that behavior is correct as it is a listview, this is for updating records not to shown the value. In detail view of your record, Do you have subpanel of Security group?

[fab]

Actually there wasn’t, I added a many-to-many relationship… anyway, yes under that record there is indeed, in the subpanel of the security group, the group I created

[urdhvatech]

I believe you don’t need to create custom relationship. by default you will have it.

[urdhvatech]

If you have custom module check vardefs.php
modules/YourModulename/vardefs.php
VardefManager::createVardef(‘modulename’, ‘modulename’, array(‘basic’,‘assignable’,‘security_groups’));
Do you have entry of ‘security_groups’ into it.

[fab]

Exactly as you say, in modules/YourModulename/vardefs.php
the line is perfectly present:
VardefManager::createVardef(‘modulename’, ‘modulename’, array(‘basic’,‘assignable’,‘security_groups’));

[fab]

OK, I saw that among the existing relationships, the one between my custom module and the security group was already present, so I deleted the one I created and now I see the results.
Two things:

1 - why in my custom module I do not see the subpanel of the security group even though it is present among the relationships? How can I make it visible?

2 - what if I make a mistake and want to change the association to another security group? I have tried reassociating, but nothing happens, I could only change it by entering each individual record.