Copy Lead Functionality

RE: Copy Lead Functionality

Francesca Shiekh — Mon, 16 Sep 2024 15:25:54 GMT

Are you trying to take away the ability to copy records by user, by module, a combination of both?

By Module you can do as Chris suggested, edit the record.php for the appropriate module in your custom directory and remove that ability for everyone.

If you want to do it per user then you can leverage acl actions, for example changing the

'acl_action' => 'create',

'acl_action' => 'admin',

so that only admin users can copy a record.

If you want to get even more refined than that, then you can try to leverage a view controller for additional checks on the User's Role and deny the action, or take it a step further and see if you can extend the examples by Enrico Simonetti here:

https://enricosimonetti.com/powerful-customisations-with-sugars-acl/

FrancescaS

RE: Copy Lead Functionality

Olivia Forde — Mon, 16 Sep 2024 11:11:02 GMT

Super thanks Chris

RE: Copy Lead Functionality

Chris Raffle — Mon, 16 Sep 2024 10:33:47 GMT

Hi Olivia Forde ,

The code for the 'Copy' option found in the record view action menu can be found ./custom/modules/Leads/clients/base/views/record/record.php. In the 'buttons' array, you should see code like the following:

        10 => 
        array (
          'type' => 'rowaction',
          'event' => 'button:duplicate_button:click',
          'name' => 'duplicate_button',
          'label' => 'LBL_DUPLICATE_BUTTON_LABEL',
          'acl_module' => 'Leads',
          'acl_action' => 'create',
        ),

If you want to remove the copy option, then take out that array. If you want to alter the copy behavior (e.g. only copying some fields), then I recommend removing that option and creating a custom action button that uses the 'Copy field values from parent' to selectively choose which fields you want to copy to the new record.

Chris

RE: Copy Lead Functionality

Olivia Forde — Mon, 16 Sep 2024 10:03:24 GMT

Doe anyone know how to access the detail/code behind Copy Lead

RE: Copy Lead Functionality

Olivia Forde — Wed, 08 May 2024 11:35:39 GMT

Hi Jeff

On Lead there is a menu that includes the ability to Copy a lead but I cannot fins anywhere in Studio to edit this

RE: Copy Lead Functionality

Jeff Bickart — Tue, 07 May 2024 20:07:59 GMT

Olivia Forde can you please provide a more detailed question?