Don't Automatically Fill Up the Collaborators Field when creating a new record

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  • Triggerz
    Member
    • May 2024
    • 48

    Don't Automatically Fill Up the Collaborators Field when creating a new record

    Hi,

    Is it possible to not automatically assigned the current user creating the record to the Collaborators field when creating a new record?

    Thanks
  • yuri
    Member
    • Mar 2014
    • 8627

    #2
    Hi,

    There's no such an ability. Only with coding.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • Triggerz
      Member
      • May 2024
      • 48

      #3
      Thanks yuri, I hope this can be considered in the future. The reason is so that I can clearly separate the owner of a record vs the collaborators when extracting data for reports.

      Comment

      • yuri
        Member
        • Mar 2014
        • 8627

        #4
        I recommend to move the logic to reports instead. The collaborators feature was designed for the specific use-case.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment


        • yuri
          yuri commented
          Editing a comment
          Or maybe consider having another custom link-multiple field. Then, using a workflow rule or formula, sync collaborators with this field. The collaborators will establish user's access. The field will represent your business need. The collaborators field will be read-only and hidden.
      • Triggerz
        Member
        • May 2024
        • 48

        #5
        Thanks yuri

        Comment

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