Select a quote template with security group

đź’¬ General Discussion
1

Hello fellas! i have a problem with security groups.
i have 2 users, with 2 different security groups. When one of them create a pdf template with his account, the oder user don’t see it(and it’s right) but when the second user go in the quote modules and select a quote to print in pdf, the sistems shows ALL the pdf themplate, without any filter. is there a way to fix it?

thanks all

2

Any idea to how fix this issue? thanks

3

UP still have the issue

4

show your promises table , and security groups.

5

this is the group with the user i log in

photo_2021-02-08_17-31-16
photo_2021-02-08_17-31-161280Ă—720 54.5 KB

this is the group setting

photo_2021-02-08_17-32-23
photo_2021-02-08_17-32-231280Ă—720 71.6 KB

this is the view of all the pdf template he made(and it’s right)

photo_2021-02-08_17-32-52
photo_2021-02-08_17-32-521280Ă—720 46 KB

this is where i can chose the template(this is the problem)

photo_2021-02-08_17-33-20
photo_2021-02-08_17-33-201280Ă—720 53.8 KB

6

UP, still can’t find a solution about this problem

7

Hi. Any solutions to this issue? I’m on 8.3 Security groups works and limits viewing the templates but selecting templates during print shows everything.

8

Template Visibility Setting:

  • Double-check the “Visibility” setting of each PDF template. Ensure it’s set to “Group” or “Role,” and the group associated with the template is correct.
  • If the setting is “All” or “Owner,” adjust it to restrict visibility based on security groups.
  • To access this setting: Go to Admin > PDF Templates > Edit the desired template > Check the Visibility dropdown.
9

Where can I locate the Visibility setting? I am on SuiteCRM 8.4, but when I go to the edit view at PDF Templates, I can see the basic configuration and margins. Where should it appear? Or are you talking about Role Management? Please would you be so kind to attach a screenshot if possible?

Thank you kindly!

10

There is no visibility setting in the SuiteCRM for PDF Templates.

11

@rsp That’s exactly why I was asking @Urvi @urvi.variance where I could find it, since I haven’t seen that option neither in 7 or 8 version of SuiteCRM. Thank you beforehand for your time and help!