Setting up access permission for printables

Hi,

I am facing this use case to make a certain printable visible only for certain organizational role.

Is this functionality exists out of the box or it needs further java script coding?

 

Thanks

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8 comments

Hi Kavian,

 

theres something in the market palce we have used and works fine:

 

https://marketplace.creatio.com/app/opportunity-printables-filtering-ro…

 

rgds,

Luis

Luis Tinoco Azevedo,

Thanks, I will check it out

Hello,

 

You can simply activate records permissions for "Printable" object and specify read access rights for printables created by system administrators for each printable record separately. Once you activate records rights for printables you will get SysModuleReportRight table created in the database where you need to modify access rights for printables.

 

Best regards,

Oscar

Oscar Dylan,

 

Hi Oscar, is this valid for all objects? Can the same logic be applied to processes for example?

Cheers,

Luis

Luis Tinoco Azevedo,

Hello Luis,

 

As for business processes, we do not recommend changing access rights that are set by default in "Object permissions" section since processes are supposed to be accessed by all system users meaning that all system users can launch processes based on processes start signals. You can use "Operations permissions" section so to manage access level to business processes execution or management (operation permissions with "

CanManageProcessDesign", "CanRunBusinessProcesses" codes) or modify start signals of processes so to prevent processes execution for records that are not supposed to trigger processes.

 

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

When you say "modify access rights for printables" do you mean directly via sql or through another way?

 

Thanks,

Raz

Luis Tinoco Azevedo,

Hi, 

I see it is only for opportunities, is there something else for orders?

Oscar Dylan,

Hi, 

what do you mean when you say "modify access rights for printables", Can you give more details?

Thanks

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