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[Solved] Quote creation disappears with Roles access

quotes roles access staff response

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#1 eugeneb

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Posted 16 September 2015 - 05:26 AM

Hi guys,

 

We have a scenario where I have managers and staff. Different access planned for them to be able to create Quotes. Each Role should only be able to work on their own quotes and thus create their own and edit their own.

 

However, if the Access rights for Quotes are set to Only Assigned, you cannot create a quote because the Name field with various others are disabled. If the access rights for View and Update are either set to Only Assigned, the critical and compulsory fields such as Name etc is grey out. Thus you cannot create a Quote record as these fields are compulsory.

 

The only solution is to allow full access All Records on the quotes module in order for them to create and edit. Obviously this creates the problem that everyone can see and edit everyone quotes.

 

The bug resides in the Access rights between Only Assigned and All Records for the Quotes module for .

 

Any suggestions?

 

Thanks

 

The attachment shows with Only Assigned that the fields on Quotes are disabled.

 

Eugene

Attached Thumbnails

  • Screenshot 2015-09-16 15.24.56.png
  • Screenshot 2015-09-16 15.23.48.png


#2 X2Derek

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Posted 17 September 2015 - 02:02 PM

Hi Eugene,

 

I believe this bug only appears in 5.2. Updating to 5.2.1 should fix the problem.

 

Derek



#3 eugeneb

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Posted 21 September 2015 - 01:08 AM

Awesome.

 

Looks like it works in 5.2.1. 

 

Thanks Derek







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