Set panel visibility based on team of backend user

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  • agri
    Member
    • Mar 2021
    • 89

    Set panel visibility based on team of backend user

    Hi,

    to take leads as an example: obviously I can set visibility of a panel based on team of the the lead. Is it possible to set visibility of a panel based on team of a backend user? So that a backend user of team-a will see an extra panel, whereas a backend user of team-b won't?
    I tried to solve this via a special role that prevents the respective fields to be shown. But then espo show an empty panel instead of hiding it altogether.

    Kind regards
  • shalmaxb
    Senior Member
    • Mar 2015
    • 1602

    #2
    I hope to understand you right. I have a panel with fields, that only users within a certain group can see. The panel condition is set to visible if the user is in that group.

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    • yuri
      Member
      • Mar 2014
      • 8440

      #3
      You can utilize layout sets (Administration > Layout Sets) to have different layouts for different 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.

      Comment

      • agri
        Member
        • Mar 2021
        • 89

        #4
        Thanks, Yuri! I'll have a look at that.
        BTW: I always find it a bit difficult, to find the right wording (leads, contacts, agent, backend user ...) ;-)

        Comment

        • agri
          Member
          • Mar 2021
          • 89

          #5
          Hm - doesn't work properly. My agent is member of team "aTeam". For this team, I created a layout set containing a single layout for leads (detail view). In this layout, I deleted one of the panels. Still the agent sees the panel, when they open a leads detail.
          Well, there is a condition, that makes the panel visible if the lead (not the agent!) belongs to a certain team. Nonetheless, I would not expect to see the panel, when it's deleted in the layout set used for an agent of team "aTeam". Or does a condition, set to a panel, overwrite settings of a layout set?

          Comment

          • dreginald
            Member
            • Sep 2018
            • 89

            #6
            Can the Layout Sets be deployed to Roles?

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