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Hiding panels in detail view depending on user permissions

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  • Hiding panels in detail view depending on user permissions

    Is there a way to hide panels in the detail view depending on the permissions of the user? I have a panel called 'Billing', for example, and it contains 15 fields. I have individually hidden the fields using a role, which works fine, but the panel itself is still visible. I would like my users to not see the panel at all, which would also allow me to hide many fields without needing to individually select them in the role/ACL.

    In other words, in the panel's visibility condition, I'm hoping there is a way to specify "user is on a certain team" or something equivalent.

  • #2
    Check Layout Sets , at the bottom of page https://docs.espocrm.com/administration/layout-manager/
    I have not played we them, so can't say more
    HTH

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    • #3
      You actually can do that in Layout manager, where you can conditionally hide panels. The possibility to show only for certain team is possible, as well as for certain users.
      To do that you have to click the pencil symbol in the panel`s name, which opens the modal, where you can change the conditions.

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      • #4
        Another way, is to disable access for those user on your entity (billing) if they don't have the permission to read/created etc the billing then they won't see the panel at all.
        Rabii
        Web Dev

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        • #5
          For maximum flexibility to manipulate visibility and other display parameters, if you don't mind writing javascript code, the dynamic handler class is an excellent alternative.

          Here are some helpful references:
          https://forum.espocrm.com/forum/developer-help/67033-how-to-hide-a-field-from-the-user
          https://github.com/espocrm/documentation/blob/master/docs/development/dynamic-handler.md

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