Hide fields for users in "Campaign"

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • alexisc
    Senior Member
    • Aug 2019
    • 135

    #1

    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...

    Comment


    • 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
    EspoCRM product developer
    • Mar 2014
    • 9620

    #3
    Conditions won't work here.

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

    Comment

    • yuri
      EspoCRM product developer
      • Mar 2014
      • 9620

      #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.

      Comment


      • 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?

      Comment

    Working...