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List: vtigercrm-developers
Subject: Re: [Vtigercrm-developers] Default module == Role
From: Chris Thompson <cthompson () moderas ! org>
Date: 2018-06-30 4:36:40
Message-ID: 071A9EAD-BE42-4F3E-841A-B1E245DF7A92 () moderas ! org
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I misunderstood his question.
Sent from my iPhone
> On Jun 29, 2018, at 10:47 PM, Tony Sandman <tonysandman999@gmail.com> wrote:
>
> I think you misunderstood. The only two things related to layout you can change in \
> user profile: 1. Default Lead View
> 2. Default Record View
>
> No way to change startup module.
>
> Tony
>
> > On Fri, Jun 29, 2018 at 1:08 PM, Christoper J Combrink \
> > <christopher@wowfingers.com> wrote: Each user can elect the default module they \
> > want when then login.
> > So you can set a variable in the database to dictate which module a user sees \
> > when they login.
> > You'd need to write a SQL statement to match users with their roles and there \
> > user is in X role, set default module value to Y Module.
> > Easiest way I can think of..
> >
> > Regards,
> >
> > CJC
> >
> > (sent on the move)
> >
> > > On Fri, 29 Jun 2018, 07:54 S T Prasad, <stprasad@stprasad.com> wrote:
> > > Small typo
> > >
> > > Role ==> Default Module after login
> > > Sales =>> Opportunities
> > > Accounts ==> Invoices
> > > Fulfillment ==> Sales Orders
> > > Procurement ==> Purchase Orders
> > > Management ==> Reports
> > >
> > >
> > > With best regards,
> > >
> > > S.T.Prasad (Skype: stprasad@stprasad.com)
> > > Founder and Chief Shikari
> > > http://www.vtigress.com
> > > The Purr-fect mate for vTiger
> > > Certified Solution Partner for Asia and Africa
> > >
> > > > On Fri, Jun 29, 2018 at 11:21 AM, S T Prasad <stprasad@stprasad.com> wrote:
> > > > But if I understood Tony correctly, the following is the use case, with \
> > > > example roles
> > > >
> > > > Role ==> Module
> > > > Sales =>> Opportunities
> > > > Accounts ==> Invoices
> > > > Fulfillment ==> Sales Orders
> > > > Procurement ==> Purchase Orders
> > > > Management ==> Reports
> > > >
> > > >
> > > >
> > > >
> > > > With best regards,
> > > >
> > > > S.T.Prasad (Skype: stprasad@stprasad.com)
> > > > Founder and Chief Shikari
> > > > http://www.vtigress.com
> > > > The Purr-fect mate for vTiger
> > > > Certified Solution Partner for Asia and Africa
> > > >
> > > > > On Fri, Jun 29, 2018 at 11:01 AM, Chris Thompson <cthompson@moderas.org> \
> > > > > wrote: Why not just define access to the modules within your roles?
> > > > >
> > > > >
> > > > >
> > > > > -Chris
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > > From: <vtigercrm-developers-bounces@lists.vtigercrm.com> on behalf of Tony \
> > > > > Sandman <tonysandman999@gmail.com>
> > > > > Reply-To: <vtigercrm-developers@lists.vtigercrm.com>
> > > > > Date: Friday, June 29, 2018 at 12:16 AM
> > > > > To: <vtigercrm-developers@lists.vtigercrm.com>
> > > > > Subject: [Vtigercrm-developers] Default module == Role
> > > > >
> > > > >
> > > > >
> > > > > Gotta like 400 users with some different roles. Would love to load various \
> > > > > default modules
> > > > > depending on assigned role. Any idea how to do such a thing?
> > > > >
> > > > >
> > > > >
> > > > > Cheers
> > > > >
> > > > > Tony
> > > > >
> > > > >
> > > > >
> > > > > _______________________________________________ http://www.vtiger.com/
> > > > >
> > > > >
> > > > > _______________________________________________
> > > > > http://www.vtiger.com/
> > > >
> > >
> > > _______________________________________________
> > > http://www.vtiger.com/
> >
> > _______________________________________________
> > http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
[Attachment #5 (text/html)]
<html><head><meta http-equiv="content-type" content="text/html; \
charset=utf-8"></head><body dir="auto"><div><br></div>I misunderstood his \
question. <br><br><div id="AppleMailSignature">Sent from my \
iPhone</div><div><br>On Jun 29, 2018, at 10:47 PM, Tony Sandman <<a \
href="mailto:tonysandman999@gmail.com">tonysandman999@gmail.com</a>> \
wrote:<br><br></div><blockquote type="cite"><div><div dir="ltr"><div>I think you \
misunderstood. The only two things related to layout you can change in user \
profile:</div><div>1. <span class="gmail-muted">Default Lead View</span>
<br></div><div>2.
<span class="gmail-muted">Default Record \
View</span> </div><div><br></div><div>No way to change startup \
module.<br></div><div><br></div><div>Tony<br></div></div><div \
class="gmail_extra"><br><div class="gmail_quote">On Fri, Jun 29, 2018 at 1:08 PM, \
Christoper J Combrink <span dir="ltr"><<a href="mailto:christopher@wowfingers.com" \
target="_blank">christopher@wowfingers.com</a>></span> wrote:<br><blockquote \
class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc \
solid;padding-left:1ex"><div dir="auto">Each user can elect the default module they \
want when then login.<div dir="auto"><br></div><div dir="auto">So you can set a \
variable in the database to dictate which module a user sees when they \
login.</div><div dir="auto"><br></div><div dir="auto">You'd need to write a SQL \
statement to match users with their roles and there user is in X role, set default \
module value to Y Module.</div><div dir="auto"><br></div><div dir="auto">Easiest way \
I can think of..<br><br><div data-smartmail="gmail_signature" \
dir="auto">Regards,<br><br>CJC<br><br>(sent on the move)</div></div></div><br><div \
class="gmail_quote"><div><div class="h5"><div dir="ltr">On Fri, 29 Jun 2018, 07:54 S \
T Prasad, <<a href="mailto:stprasad@stprasad.com" \
target="_blank">stprasad@stprasad.com</a>> wrote:<br></div></div></div><blockquote \
class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc \
solid;padding-left:1ex"><div><div class="h5"><div dir="ltr">Small \
typo<div><br></div><div>
<span style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial;float:none;display:inline"><b>Role \
==> Default Module after login</b></span><br \
style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial"><span \
style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial;float:none;display:inline">Sales \
=>> Opportunities</span><br \
style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial"><span \
style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial;float:none;display:inline">Accounts \
==> Invoices</span><br \
style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial"><span \
style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial;float:none;display:inline">Fulfillment \
==> Sales Orders</span><div \
style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial">Procurement \
==> Purchase Orders</div><div \
style="font-size:12.8px;background-color:rgb(255,255,255);text-decoration-style:initial;text-decoration-color:initial">Management \
==> Reports</div>
<br></div></div><div class="gmail_extra"><br clear="all"><div><div \
class="m_-2197233807919673115m_-6347503044374501425gmail_signature" \
data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div \
dir="ltr"><div>With best regards,<br><br>S.T.Prasad (Skype: <a \
href="mailto:stprasad@stprasad.com" rel="noreferrer" \
target="_blank">stprasad@stprasad.com</a>)</div><div>Founder and Chief Shikari<br><a \
href="http://www.vtigress.com" rel="noreferrer" \
target="_blank">http://www.vtigress.com</a><br>The Purr-fect mate for \
vTiger<br></div><div>Certified Solution Partner for Asia and \
Africa</div></div></div></div></div></div></div></div> <br><div \
class="gmail_quote">On Fri, Jun 29, 2018 at 11:21 AM, S T Prasad <span \
dir="ltr"><<a href="mailto:stprasad@stprasad.com" rel="noreferrer" \
target="_blank">stprasad@stprasad.com</a>></span> wrote:<br><blockquote \
class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc \
solid;padding-left:1ex"><div dir="ltr">But if I understood Tony correctly, the \
following is the use case, with example roles<div><br></div><div><br><div>Role ==> \
Module<br>Sales =>> Opportunities<br>Accounts ==> Invoices<br>Fulfillment \
==> Sales Orders<div>Procurement ==> Purchase Orders</div><div>Management \
==> Reports</div><div><br></div><div><br><div><br></div></div></div></div></div><div \
class="gmail_extra"><span><br clear="all"><div><div \
class="m_-2197233807919673115m_-6347503044374501425m_6968645436462886660gmail_signature" \
data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div \
dir="ltr"><div>With best regards,<br><br>S.T.Prasad (Skype: <a \
href="mailto:stprasad@stprasad.com" rel="noreferrer" \
target="_blank">stprasad@stprasad.com</a>)</div><div>Founder and Chief Shikari<br><a \
href="http://www.vtigress.com" rel="noreferrer" \
target="_blank">http://www.vtigress.com</a><br>The Purr-fect mate for \
vTiger<br></div><div>Certified Solution Partner for Asia and \
Africa</div></div></div></div></div></div></div></div> <br></span><div \
class="gmail_quote"><div><div \
class="m_-2197233807919673115m_-6347503044374501425h5">On Fri, Jun 29, 2018 at 11:01 \
AM, Chris Thompson <span dir="ltr"><<a href="mailto:cthompson@moderas.org" \
rel="noreferrer" target="_blank">cthompson@moderas.org</a>></span> \
wrote:<br></div></div><blockquote class="gmail_quote" style="margin:0 0 0 \
.8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div \
class="m_-2197233807919673115m_-6347503044374501425h5"><div bgcolor="white" \
link="#0563C1" vlink="#954F72" lang="EN-US"><div \
class="m_-2197233807919673115m_-6347503044374501425m_6968645436462886660m_6655185465829642417WordSection1"><p \
class="MsoNormal">Why not just define access to the modules within your \
roles?<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><div><p \
class="MsoNormal">-Chris<u></u><u></u></p><p \
class="MsoNormal"><u></u> <u></u></p></div><p \
class="MsoNormal"><u></u> <u></u></p><p \
class="MsoNormal"><u></u> <u></u></p><div style="border:none;border-top:solid \
#b5c4df 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b><span \
style="font-size:12.0pt;color:black">From: </span></b><span \
style="font-size:12.0pt;color:black"><<a \
href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com" rel="noreferrer" \
target="_blank">vtigercrm-developers-bounces@<wbr>lists.vtigercrm.com</a>> on \
behalf of Tony Sandman <<a href="mailto:tonysandman999@gmail.com" rel="noreferrer" \
target="_blank">tonysandman999@gmail.com</a>><br><b>Reply-To: </b><<a \
href="mailto:vtigercrm-developers@lists.vtigercrm.com" rel="noreferrer" \
target="_blank">vtigercrm-developers@lists.<wbr>vtigercrm.com</a>><br><b>Date: \
</b>Friday, June 29, 2018 at 12:16 AM<br><b>To: </b><<a \
href="mailto:vtigercrm-developers@lists.vtigercrm.com" rel="noreferrer" \
target="_blank">vtigercrm-developers@lists.<wbr>vtigercrm.com</a>><br><b>Subject: \
</b>[Vtigercrm-developers] Default module == \
Role<u></u><u></u></span></p></div><div><div \
class="m_-2197233807919673115m_-6347503044374501425m_6968645436462886660h5"><div><p \
class="MsoNormal"><u></u> <u></u></p></div><div><div><p class="MsoNormal">Gotta \
like 400 users with some different roles. Would love to load various default modules \
<u></u><u></u></p></div><div><p class="MsoNormal">depending on assigned role. Any \
idea how to do such a thing?<u></u><u></u></p></div><div><p \
class="MsoNormal"><u></u> <u></u></p></div><div><p \
class="MsoNormal">Cheers<u></u><u></u></p></div><div><p \
class="MsoNormal">Tony<u></u><u></u></p></div><p \
class="MsoNormal"><u></u> <u></u></p></div></div></div><p \
class="MsoNormal">______________________________<wbr>_________________ <a \
href="http://www.vtiger.com/" rel="noreferrer" \
target="_blank">http://www.vtiger.com/</a><u></u><u></u></p></div></div> \
<br></div></div>______________________________<wbr>_________________<br> <a \
href="http://www.vtiger.com/" rel="noreferrer noreferrer" \
target="_blank">http://www.vtiger.com/</a><br></blockquote></div><br></div> \
</blockquote></div><br></div></div></div> \
______________________________<wbr>_________________<br> <a \
href="http://www.vtiger.com/" rel="noreferrer noreferrer" \
target="_blank">http://www.vtiger.com/</a></blockquote></div> \
<br>______________________________<wbr>_________________<br> <a \
href="http://www.vtiger.com/" rel="noreferrer" \
target="_blank">http://www.vtiger.com/</a><br></blockquote></div><br></div> \
</div></blockquote><blockquote \
type="cite"><div><span>_______________________________________________</span><br><span><a \
href="http://www.vtiger.com/">http://www.vtiger.com/</a></span></div></blockquote></body></html>
_______________________________________________
http://www.vtiger.com/
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