Hide fields for users in "Campaign"

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  • alexisc
    Senior Member
    • Aug 2019
    • 135

    Hide fields for users in "Campaign"

    Please tell me how to limit the viewing of the "revenue" field using group roles
  • Marcus
    Member
    • Feb 2020
    • 53

    #2
    I'm new to EspoCRM myself so I'm definitely not 100% on this but if you go to Administrator -> Layout Manager -> Campaigns, under Side Panels, click on the pen icon next to Default, under "Conditions making panel visible", you can turn off the visibility for certain teams, users and roles...

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    • alexisc
      alexisc commented
      Editing a comment
      thanks, I did this and it did not work for group roles, this setting is only for displaying a field
      Last edited by alexisc; 02-26-2020, 03:22 PM.
  • yuri
    Member
    • Mar 2014
    • 8440

    #3
    Conditions won't work here.

    In the 5.9 version it will be possible to define different layouts for teams.
    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.

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    • yuri
      Member
      • Mar 2014
      • 8440

      #4
      In 5.8.3

      * 'Lead Created' field won't be displayed if no access to Lead scope.
      * 'Revenue' won't be displayed if not access to Opportunity scope.
      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.

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      • alexisc
        alexisc commented
        Editing a comment
        access to Opportunity should be, I just need to hide the field 'Revenue' for some group roles
        if this is resolved with the update, fine, I'll wait
    • Marcus
      Member
      • Feb 2020
      • 53

      #5
      Originally posted by yurikuzn
      In 5.8.3

      * 'Lead Created' field won't be displayed if no access to Lead scope.
      * 'Revenue' won't be displayed if not access to Opportunity scope.
      Anyway to contact you directly via Skype or something?

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