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Hide fields for users in "Campaign"

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  • Hide fields for users in "Campaign"

    Please tell me how to limit the viewing of the "revenue" field using group roles

  • #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.

  • #3
    Conditions won't work here.

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

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    • #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.

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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

    • #5
      Originally posted by yurikuzn View Post
      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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      • espcrm
        espcrm commented
        Editing a comment
        yurikuzn is part of the offical team I believe.

        Using the form, Private Message or that international phone number: https://www.espocrm.com/support/
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