SecuritySuite - Enhanced SuiteCRM Teams

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.

Cancel at any time!
Free Trial

#2982 - Additional Assigned Users not retained on duplicated record

Closed Bug? created by Groupe Cahors Verified Purchase 4 years ago

Hi,

there seems to be a bug with the Additional Assigned User(s) information when duplicating records. When duplicating a record, for instance a quote or an opportunity, the Additional Assigned User(s) information seems to be retained while in the edit view of the new record, which is all well. However, this information is lost on saving the new record and users have to go back into edit view to manually populate the information again. On duplication, the same Additional Assigned User(s) from the source record should be retained on the newly created record.

Thanks for looking into it and getting back to us.

Regards Nicolas

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Thanks for reporting this. I can see this as a possibility. I also owe a follow up on your other case. Give me until Monday to research and get back on both of these.

    Thanks, Jason

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      This issue appears to be more easily addressable. I'm going to focus on this issue first. Timetable will be 2 weeks due to a long overdue vacation.

      Thanks, Jason

  2. Cahors member avatar

    Groupe Cahors Verified Purchase

    4 years ago

    Hi Jason,

    Thanks for the feedback.

    We can live with this issue for another couple weeks. Enjoy your vacation.

    Regards, Nicolas

  3. Cahors member avatar

    Groupe Cahors Verified Purchase

    4 years ago

    Hi Jason,

    I hope you enjoyed your vacation and managed to recharge the batteries. How are we doing on this issue?

    Regards, Nicolas

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      Hi Nicolas,

      Got it working. Should be packaged up and ready by tomorrow morning.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      3.1.21 is ready to go that addresses the issue with the additional assigned users not coming over when duplicating a record. Just grab the matching zip for your SuiteCRM version at https://store.suitecrm.com/orders.

      Install in Module Loader without uninstalling the previous version. Just install over it. Then run the Big 3 after the install: Quick Repair & Rebuild, Rebuild Relationships, and Repair Roles.

  4. Cahors member avatar

    Groupe Cahors Verified Purchase

    4 years ago

    Hi Jason,

    I've installed the new version and everything seems to be in order. You may close the case.

    Thanks

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      4 years ago

      Great! Thanks for confirming.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • Supported Versions
  • 7.6.2 to 7.14.4
Read Our Review
Rating

  • "Thank you so much. Highly recommend the module to work in teams."

    Read More Reviews

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured

Quick Updater

Quick Updater makes it possible for you to Update the Module Record information from Listview, Update Related Field & Parent Relate Field information directly from Modules Create/Editview where Related fields Display. This will help you to quickly update records as you no longer need to save and the...

Rating

Dashlet Roles

Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
Administration teams securitysuite security groups