Sugar 7.6 and Role-Based Record Views
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Transcript of Sugar 7.6 and Role-Based Record Views
![Page 1: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/1.jpg)
Sugar 7.6 and Role-Based Record Views
![Page 2: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/2.jpg)
New In Sugar 7.6
Sugar 7.6 includes a number of feature enhancements. Key enhancements include: • Sugar Process Author• D&B Build-a-List Bulk Imports• Additional Schedulers
And last, but not least…• Role-based Record Views
![Page 3: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/3.jpg)
Role-Based Record Views In Sugar 7.6
• In Sugar 7.6, admin users can create customized record view layouts based on roles in Sidecar modules.
• This allows admin users to limit fields in the record view to information that is only relevant to a user’s role.
![Page 4: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/4.jpg)
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:
![Page 5: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/5.jpg)
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel
![Page 6: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/6.jpg)
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel
2. Select Studio under Developer Tools
![Page 7: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/7.jpg)
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools
3. Select a module
![Page 8: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/8.jpg)
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module
4. Select Layouts
![Page 9: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/9.jpg)
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module4. Select Layouts
5. Select Record View
![Page 10: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/10.jpg)
Role-Based Record Views In Sugar 7.6
To modify the record view of a module based on roles, you will need to:1. Navigate to the admin panel2. Select Studio under Developer Tools3. Select the module4. Select Layouts5. Select Record View
6. Lastly, Select a Role
![Page 11: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/11.jpg)
Role-Based Record Views In Sugar 7.6
From here, you can alter the record view with Sugar’s drag-and-drop functionality:
![Page 12: Sugar 7.6 and Role-Based Record Views](https://reader036.fdocuments.us/reader036/viewer/2022062412/58a8c9551a28ab53138b5c03/html5/thumbnails/12.jpg)
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