Access Issue for Case Officer/MARA AGent in Lead Records

[bibinthomas]

Hi Team,

I have a scenario in the Leads module where an assigned user can add a Case Officer name to a lead record. The Case Officer also has a normal CRM login, and the requirement is that when the Case Officer logs in, they should be able to view all lead records where they are assigned as the Case Officer.

To achieve this, I created a BasePlus entity and established relationships between the Lead entity and the CRM User entity to link the Case Officer field with the corresponding CRM user. I also created the necessary roles and teams, and granted “Own” view access.

However, when logging in as the Case Officer, the user is still unable to see any lead records where their name is assigned as the Case Officer.

Could someone please help me identify what might be missing or misconfigured?

[heint]

Greetings,bibinthomas,

Please, share some screenshots to understand the built logic better. Especially screenshots of Lead/BasePlus entity where the Case Officeris assigned and roles access for the user.

[bibinthomas]

Attached

[heint]

The system will consider "own" types of records only for users who were added to the "Assigned User" or "Collaborator" default field.

You can add multiple Assigned Users to the record by using https://docs.espocrm.com/administrat...ssigned-users/ feature.
Collaborators will also see "own" records using https://docs.espocrm.com/administrat...#collaborators feature.

In your case, I would recommend activating one of these features and adding your agents to one of these fields. Using the custom Assigned User field requires careful configuration and may not be that stable compared to the default one.

[bibinthomas]

I'm using CRM version of 8.2.

[victor]

Upgrade to v9.0 or later, as this functionality was introduced in v9.0.

[heint]

hmm, I guess the only way here is to upgrade your system to one of the newest versions by following the steps from the documentation link:

https://docs.espocrm.com/administration/upgrading/

Also, it's recommended to make a backup for the system before proceeding to upgrade.

[bibinthomas]

I have done the upgrading process now the version is 9.1.9. So kindly provide further steps to achieve my goal. ie,In Lead module where an assigned user can add a Case Officer name to a lead record. The Case Officer also has a normal CRM login, and the requirement is that when the Case Officer logs in, they should be able to view all lead records where they are assigned as the Case Officer.

[victor]

You were provided with a links to the documentation earlier: https://forum.espocrm.com/forum/gene...099#post122099.

It is up to you to decide which functionality to use: "Collaborators" or "Assigned Users" instead of the custom "Case Officer".
Alternatively, you can rename the Label in the "Assigned Users" or "Collaborators" fields to "Case Officers".
In any case, without studying the documentation and understanding what "Assigned Users" or "Collaborators" are used for - you will not be able to correctly implement this functionality in your instance.

[bibinthomas]

Hi,
I have an Existing Loan related entity in CRM.
For the product “Business Loan-Dropline OD”, the Outstanding field has a value and should be visible normally in the entity view.

However, in my PDF print template, the Outstanding column for this product is hidden, but its value is still getting included in the Total Outstanding calculation.

My requirement is:

• The actual Outstanding value should remain unchanged in the entity and reports.
• Only while printing the PDF, the Outstanding amount of product “Business Loan-Dropline OD” should NOT be included in the Total Outstanding.
• This logic should apply only at the PDF template level, not via entity formulas or stored fields.
  
  Question- What is the correct way to exclude a related record’s field value from a total only during PDF generation, based on a product condition, using CRM PDF templates

[victor]

This message is not related to the topic you created. Please create a separate topic, adding screenshots of your records and templates, because it is not clear which templates are in question, in which entities these templates are used and which calculation is in question. The only thing that is clear is that you want to have a separate calculation only inside the PDF template. I will say in advance that this is hardly possible, and the calculation will have to be done separately for the PDF in a formula or workflow -> place the calculation result in some field -> and display this field in the PDF template.