Dear Team,
How to Hide tab in a custom section by checking current logged in user with organization role ?
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Hello Sathish,
Unfortunately, there is no way to hide the whole tab with basic tools. We already have a similar idea registered in our R&D team backlog and it will be implemented in the future application releases only.
As for now, it can only be done with the help of the development process. If you want us to help you with it — please approach your account manager.
As an alternative, you can try to manage the object permissions for specific users/roles:
https://academy.creatio.com/documents/administration/7-16/object-permissions
Also, you are able to configure the basic business logic of the record pages by adding or modifying business rules (like hiding/showing fields on the page, making them required, etc.):
Best regards,
Roman
Roman Rak,
Hi Roman,
You can now show or hide tabs, details, field groups and separate page modules dynamically, via business rules. This was released in v7.16.3
Hello Sathish and Shrikanth,
Thank you Shrikanth for correcting my previous answer. Right, starting from the application version 7.16.3 users are able to show/hide even whole tabs. For that, you need to create a business rule for the required page:
After setting the needed rules up, save it to apply changes.
Thank you for your cooperation and understanding.
Best regards,
Roman
Hi Roman Rak,
We tried by using this feature, But the rule is working only for a individual user. We need to the hide the tab based on organization role.
Hello,
Currently the business rules don't work with roles. You can use users instead of roles, but in this case you will have to create each business rules for each user.
Other than that, it can only be implemented with development. Here is the similar solution -
https://community.creatio.com/questions/hide-or-show-button-based-user-…
Regards,
Dean
SathishKumar S,
Hi Sathish. Have you tried selecting the role as shown here? -
End result will be like this -
Hello,
It is possible to select the role it the rule. It would look like this:
System variable - Current user = Lookup system administration object -your role.
The role based rules might not work properly due to the fact that all users have the all employees role by default which cannot be removed anyhow. You can play around with such rule, but it will likely to work not as expected so in general the roles based rules are not really work and our R&D aware of this problem. It is better to use users instead or development.
Regards,
Dean
Dean Parrett,
Hi Dean. Appreciate your response. Quick follow up question.
We have over 800 users (which will dynamically change) belonging to 1 Org role. So it will be impossible for us to create this rule per User.
We have a very simple flat Org structure containing only 4 Org roles. Are these any specific use cases where the role based rules don't work or do they not work generally across all use cases??
Dear Shrikanth,
Unfortunately, I cannot give you any other solution since the business rules do not work with roles as for now. This option is planned to be added in 7.17.1-7.17.2 so it might be available in a couple of months.
Regards,
Dean