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Set panel visibility based on team of backend user

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  • dreginald
    replied
    Can the Layout Sets be deployed to Roles?

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  • agri
    replied
    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?

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  • agri
    replied
    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 ...) ;-)

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  • yuri
    replied
    You can utilize layout sets (Administration > Layout Sets) to have different layouts for different teams.

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  • shalmaxb
    replied
    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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  • agri
    started a topic Set panel visibility based on team of backend user

    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
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