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Adding tasks to SO's for restricted users - Printable Version

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+--- Thread: Adding tasks to SO's for restricted users (/showthread.php?tid=278)



Adding tasks to SO's for restricted users - Guido1982 - 05-12-2016

This may be some simple thing I overlook, but I can't find it. I want to give a certain profile/group access to create a task from the related modules below a Sales Order. So I enabled 'create/change' on tasks for this group. This works for almost every module now (like accounts, helpdesk), but not for Sales Orders. Is there a special setting I need to set to make this work? I can do this from my account (admin), so it must be possible.


RE: Adding tasks to SO's for restricted users - joebordes - 05-12-2016

Hi,

SalesOrder get_activities function was missing support for events. Update or apply this patch and give it a try:

https://github.com/tsolucio/corebos/commit/8bee33e8676177e3863f84ed755642775c898ecf


RE: Adding tasks to SO's for restricted users - Guido1982 - 06-30-2016

Thanks! This brings 'activities' to be added for normal non-admin users. I haven't found how to bring tasks also, maybe we need a Global Variable setting for this?


RE: Adding tasks to SO's for restricted users - joebordes - 07-02-2016

Tasks was already there, it is the block right above the first one added in the patch above:

https://github.com/tsolucio/corebos/blob/8bee33e8676177e3863f84ed755642775c898ecf/modules/SalesOrder/SalesOrder.php#L190

if the current user has permission to access the "parent_id" field on Calendar module they will see the "Add Task" button. I tried this with both admin and normal user in my development install and it is there.


RE: Adding tasks to SO's for restricted users - Guido1982 - 07-03-2016

I see. It was an issue of the 'lock-symbol' in the profile settings. The field was set as visible but locked. Therefor the 'add task' button did not appear. Sometimes these things can be a bit vague in my opinion (which is more of a vTiger fault if you ask me), you need a bit of trial and error to get the behaviour you want.


RE: Adding tasks to SO's for restricted users - joebordes - 07-03-2016

I agree, I have been here so long that I lose that perspective :-)