by eggsurplus

Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.

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#2047 - Notes and Target Lists missing Security Groups field to add in Studio for FILTER layouts

Closed Bug? created by cholly Verified Purchase a year ago

Even though the Notes, Target Lists and Email Templates contain the Security Groups subpanels, when attempting to add the Security Group fields to Basic/Advanced Filter layouts in Studio, the Security Groups field is not available. When adding the field to custom metadata Search file (attempted with NOTES module), the field is in the filter but not with the multi select values. How should I resolve this? Thank you.

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    a year ago

    For the custom module, be sure to go to Admin->SecuritySuite and use the Hookup Module tool to add SecurityGroups support to the custom module. The default way that the CRM relates to groups doesn't work. Once done do a quick repair and it will show a multi-select.

    I'll look at adding support for those other 3 modules to see if there was a reason why those weren't supported by default.

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    a year ago

    Uploaded a new 3.1.17 version that adds support for these 3 modules. They do not extend the Basic object in SuiteCRM so they do not get the default basic vardef SecurityGroups fields.

    If you wish to avoid upgrading and just manually apply the fix then unzip and copy the following 3 files:

    • /install_dir/relationships/Notes/securitygroups_notesVardefs.php to /custom/Extension/modules/Notes/Ext/Vardefs
    • /install_dir/relationships/EmailTemplates/securitygroups_emailtemplatesVardefs.php to /custom/Extension/modules/EmailTemplates/Ext/Vardefs
    • /install_dir/relationships/ProspectLists/securitygroups_prospect_listVardefs.php to /custom/Extension/modules/ProspectLists/Ext/Vardefs

    Then run a Quick Repair & Rebuild. They will then show up in Studio.

  3. cholly member avatar

    cholly Verified Purchase

    a year ago

    Thanks! These files and instructions resolved my issue. Thanks for this option to bypass the new install! I really appreciate, as always, your excellent customer service!!

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