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How to release different versions of one plugin to different users
Posted: 22 Jan 08 11:19 AM
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I have two group of users to whom i want to show different view for opportunity details. Problem is when I make changes to opportunity detail screen and release it to one set of users it gets removed from the other group.
How can i release different versions of same plugins to different users. Please suggest.
Regards
Kirti |
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Re: How to release different versions of one plugin to different users
Posted: 22 Jan 08 12:50 PM
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If you call the plugins by different names you can specify which users see which plugin in Administrator/Users/Security/Detailled Views
However....
When you release a new version of either one, something is bound to go wrong, and they will end up getting the wrong one released to them
BTDT |
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Re: How to release different versions of one plugin to different users
Posted: 23 Jan 08 10:56 AM
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About the only other thing you can do aside from what has already been mentioned (and this would be something to do only if the forms and needs of the users were drastically different) would be to create a new mainview (with a navbar button), specify the alternate detail view in that mainview and release the mainview/navbar buttons to the two different groups.
I've done this in the past where business units had wildly different needs for opportunities. It works, but wouldn't be something you should consider if the only differences are a few fields. |
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Re: How to release different versions of one plugin to different users
Posted: 28 Jan 08 9:48 PM
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We have four Business Units (and precious little animals they are!!)using the same DB and the approach we use is the same as Matt details. This approach works really well. It is easier to manage than multiply releases of the same form which we found difficult to manage especially if you are doing a lot of development. Also Matt's concept if you change developers is easier to grasp "what has gone before"
Cheers
Tim
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Re: How to release different versions of one plugin to different users
Posted: 29 Jan 08 8:41 AM
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I've had the same situation at a number of clients. One way is to use two Nav-Bar buttons or even two separate Nav-Bar groups where one group of "teams" get one set and everyone else gets another. As mentioned above, its not hard. Another approach, also mention above, is to create two separate views (ie: with 2 separate names) for say the Opportunity Detail view. Then in the code of the Opportunity Main View, you can test to determine which group the current user is a member of, and then invoke the appropriate view.
And if you think that requirement is a pain, try the "royal pain" of having different tabs being released to different teams. Try releasing a tab to a single team and then observe what happens in the "More Tabs" tab. Now try handling it via the Client Options/Main View Tabs settings. Oh the joy! Again, the solution seems to be using code to determine which tabs are visible at run time base on the user's team.
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Re: How to release different versions of one plugin to different users
Posted: 29 Jan 08 9:01 AM
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I also have had the same situation at a number of sites.
1. if it is just a matter of hiding or showing a few objects I will script this at the form level. However rather than releasing to a user I release to a Team (name it something like 'ADM - OPP Outside Sales Picklist') then you just add users to the team as needed. That way I don't need to release the plugin.
2. if I need more than the above I create a new form. Again rather than releasing to a user I release to a Team (name it something like 'ADM - OPP Detail Inside Sales') then I just add users to the team as needed.
I find releasing to Teams much easier to manage.
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