I am implementing a Sales process where it includes 3 set of users. Set 1 consists of Sales Analyst, Set 2 consists of Sales managers, and Set 3 consists of Sales Directors.
In my sales Process, I am using 3 different Process flows against an opportunity. If users under Set 1 logs in they only need to see views and Process assigned to Set 1 users and same in the case for other Set users (Set 2, Set 3).
Is it possible to create a group/profile and assign users to it, so that in future if I create any view or process I only need to assign that process/Views to a particular Set (Set1, Set 2, Set 3)?
Is it possible to achieve through Dynamics?
2 different things.
Business process flow: To show only BPF1 to Set1 (sales analysts), create a security role (or use existing sales analyst role which might have assigned to only Set1 users), map this role to BPF1 using “Enable Security Role” option
Catch: so far created records with BPF1 will still show it for Set2 users.
Views: To show PublicView1 only to Set1, there’s no easy way to regulate it using Team or Security roles. But you can create Personal view & share with Set1 users or a Set1Team (add all Set1 users to this team)
Related
Is any clean way to hide an area from the sitemap, other than reviewing many role privileges one by one and remove privilege completely. I would be ok with amount of work just that there is no one-to-one correlation between the privilege and the menu item and more important, is the fact some of the privileges has many ramifications and I don't want to affect existing functionality. It would be hard to track bugs in this case.
This has to start with the logical grouping of necessary working entities (SubArea) under right Group, and ideally hence the main Area.
Let's say for example - Sales area should have Managers and Reps as Groups then classify the sub-areas for them individually for their needed entities. Then the navigation can be regulated with the help of identifying privileges specific for each persona and the navigation items can be controlled which hide the Group from others. Read more
Or if it is tough to identify such dedicated persona privilege, then create a dummy entity just for sitemap regulation without breaking any existing implementation.
In UCI app world, you can spin a new App for each persona, so silo app with own sitemap and logical groups the way you want.
Lets say
User A belongs to Team X and Team Y
User B belong to Team X
User C belongs to Team X
I want to create a view to display only activities owned by users belonging to Team X and not belonging to both Team X&Y. That result set should only display activities belonging to User B&C.
I created a view but it shows activities of user A as well.
Advance Find
I think you probably want one of these 'equals current user...' options.
Or perhaps simply this - you can enter multiple users.
You also have to keep in mind Security roles and how they impact your views. If you are a SysAdmin, your views will not be filtered at all by ownership - only the criteria you put into the view. If you have a view where "Owner = Team A", then SysAdmin would see all those records where Owner = Team A. If you have a less-permissed user (say, they only have USER LEVEL read on the entity), and the view is "Owner =Team A" - they'd only see records in that view if they belonged to Team A.
It is important to know that User ownership is a mirror of Team ownership. So, User level read actually lets me see ALL records that I own or MY TEAMS own, that satisfy your filter criteria.
Above answer should work - I would use "Equals Current User or User's Teams" but again, depends on exactly what you are trying to do and how everything is setup in CRM
I have a (CRM) grid that has associated view (a) I need to add another associated view (b) to the same grid and to give different view permission (some users will see 'a' and some will see 'b') can I control these permissions on my associated grids
Based on your requirement, it looks like you don’t need two views & switch hit.
User A should have a security role A which will filter the data what he can see & cant see.
In security role A modify the Read privilege to BU level - half amber (now it may be full green - Org level)
The same security role A to User B (if they are from different BU) will work as it is. Basically role A has to be there in all BUs individually.
I am trying to come up with an UI design for creating a user in Account (Customer) and assigning them a to a one of the levels in hierarchy. And the hierarchy can change depending on the Account selected. I am developing this in an Ionic 2 app.
Would appreciate if you guys can suggest some best approaches in going about it. And, honestly, I am not able to come up with anything good.
Following is an example of various levels that can be setup up for different Accounts. There's going to be 10 levels but not all Accounts will use all 10 levels.
Account is the top most level. All the levels under that will have multiple values. And selecting a value at a level should show only the relevant values in the remaining levels.
Account - Store1 [A Super User having access to all features (Stores)]
|
Country - USA, Canada [User will have access to features of selected country]
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Region - Eastern, Northern [Features only for the selected region]
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States - CA, NY, etc.
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City - San Francisco, San Jose, NYC, etc.
|
Store - Store1, Store2, etc.
Not all Accounts (Customers) will have all the levels. Some might have only 3 or some will have just 2 or others will have 5 and then some might have all 10 of them.
What's the best way to design the User Interface for such data.
Any ideas, suggestions, pointers will be very helpful.
Thanks.
Well , firstly i am sure you could come up with some good ideas you just need to be drinking better coffee ;) . You are a programmer .. its what we do.
Jokes aside. I have recently had to implement a similar hierarchical select structure and did it with each selection navigating to a new view. At first i didnt think this approach was the best but for my use case it actually was because each page had CRUD operations and so clearly differentiated each section.
In your case it is a bit different as they are only selects.
What i would do is show or hide a <ion-list> for each child in the selection process with the selected value at the top separated by an arrow icon.
Selection 1 -> Selection 2 -> Selection 3
Please select
item 1
item 2
item 3
item 4
So basically just show and hide with *ngIf based on the user role and where they are in the selection process with selected options at the top
In our current implementation of Magento, situation is as follows:
There are two types of products (items) under various categories.
1. Allowed to all
2. Allowed to specific logged in user (customer)
e.g. Let us assume that there are 100 items (under different categories) which are allowed to be shown to all logged in or not logged in users
Now there are 10 items which are allowed to be seen only by Customer A (Set A)
5 Items which are allowed to be seen only by Customer B. (Set B)
So when Customer A logs in, he/she will see all items that are allowed to all + Items from Set A but not from Set B.
When Customer B logs in, he/she will all items that are allowed to all + Items from Set B but not from Set A.
How can I achieve this result in Magento? Should I handle it in MySQL or within Magento modules?
Please suggest,
Thanks
Create Three attributes for each product.
allowedgroupA, allowedGroupB and allowedAll.
Now for products only for group B check allowedGroupB and for other two attributes done check.
Same for for products only for group A check allowedGroupA and for other two attributes done check.
products for all groups will have allowedAll as checked.
Now in your block code apply appropriate filter depending on customer logged in group.
Additional Comments:
Additionally if you have some product only for specific group or for all then just have one attributes.
allowedGroupId.
if allowedGroupId is set then its only for that specific customer group if its 0 then its for all customers.