Hi
Is the Copy Functionality on a Lead Standard - how can I make it available/unavailable
Hi
Is the Copy Functionality on a Lead Standard - how can I make it available/unavailable
Are you trying to take away the ability to copy records by user, by module, a combination of both?
By Module you can do as Chris suggested, edit the record.php for the appropriate module in your custom directory and remove that ability for everyone.
If you want to do it per user then you can leverage acl actions, for example changing the
'acl_action' => 'create',
to
'acl_action' => 'admin',
so that only admin users can copy a record.
If you want to get even more refined than that, then you can try to leverage a view controller for additional checks on the User's Role and deny the action, or take it a step further and see if you can extend the examples by Enrico Simonetti here:
https://enricosimonetti.com/powerful-customisations-with-sugars-acl/
FrancescaS
Are you trying to take away the ability to copy records by user, by module, a combination of both?
By Module you can do as Chris suggested, edit the record.php for the appropriate module in your custom directory and remove that ability for everyone.
If you want to do it per user then you can leverage acl actions, for example changing the
'acl_action' => 'create',
to
'acl_action' => 'admin',
so that only admin users can copy a record.
If you want to get even more refined than that, then you can try to leverage a view controller for additional checks on the User's Role and deny the action, or take it a step further and see if you can extend the examples by Enrico Simonetti here:
https://enricosimonetti.com/powerful-customisations-with-sugars-acl/
FrancescaS