How to bound any user for projects?

this is "link" Restriction so i think you can do it for me........so thanks in advance.


 suppose that i have two user one is Mr. Ram and second is Mr. Shyam.
suppose i have 4 project.

Project Name - Overhead tank, Boundary Wall, Diggi, Filter House.

i want to bound mr. Ram for "Overhead tank and Boundary wall only".

It means that

when Mr. ram want to make stock entry and he select "Material issue" now he want to issue 200 cement bags on then in project Name column, "Overhead tank", and "Boundary Wall" should only shown in list. 


Thanks in advance

Regards
CA Mahaveer Somani



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Check http://erpnext.org/docs.user.setup.permissions.html


On Thursday, 5 September 2013 11:45:46 UTC+5:30, Mahaveer Somani wrote:
this is "link" Restriction so i think you can do it for me........so thanks in advance.


 suppose that i have two user one is Mr. Ram and second is Mr. Shyam.
suppose i have 4 project.

Project Name - Overhead tank, Boundary Wall, Diggi, Filter House.

i want to bound mr. Ram for "Overhead tank and Boundary wall only".

It means that

when Mr. ram want to make stock entry and he select "Material issue" now he want to issue 200 cement bags on then in project Name column, "Overhead tank", and "Boundary Wall" should only shown in list. 


Thanks in advance

Regards
CA Mahaveer Somani



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Sorry dear friend,

I think you did not understand what i need:

again i m describing here:

Suppose i have 5 projects in project list : for example A, B, C, D, E.

and i have 2 user say : Mr. Ram and Mr. Shyam.

Now i want that when Mr. Ram will make "Stock entry" then when he will select the Project Name then there should open only A , B Project only. other C,D,E Project he can not seen.. i want to do this....

Is it possible there?


Regards
CA Mahaveer Somani



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Mahaveer,

You can achieve this by using Set Property feature.
  1. Go to Profile of Ram.
  2. Click on Set Properties.
  3. User Properties option, click on Add A Property option.
  4. Property = Project / Project Name
  5. Value = A / B

Same way, you will need to Add Property for Shyam for project C, D and E.

Hope this helps.



On Thu, Sep 5, 2013 at 5:36 PM, Mahaveer Somani <ca...@gmail.com> wrote:
Sorry dear friend,

I think you did not understand what i need:

again i m describing here:

Suppose i have 5 projects in project list : for example A, B, C, D, E.

and i have 2 user say : Mr. Ram and Mr. Shyam.

Now i want that when Mr. Ram will make "Stock entry" then when he will select the Project Name then there should open only A , B Project only. other C,D,E Project he can not seen.. i want to do this....

Is it possible there?


Regards
CA Mahaveer Somani



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I did the same as you told me still RAM and Shyam can see all the project.
But it is not working this is link field with project.

suggest me some thing new please.




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You have to set "Condition" against the concerned role for "Stock Entry". You can set that from Setup -> Permission Manager. Also make sure that user have only role with match condition to access Stock Entry.

On 5 Sep 2013 18:25, "Mahaveer Somani" <ca...@gmail.com> wrote:
I did the same as you told me still RAM and Shyam can see all the project.
But it is not working this is link field with project.

suggest me some thing new please.




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Mahaveer,

Please ensure you are adding property for both Project and Project_Name.


On Thu, Sep 5, 2013 at 6:25 PM, Mahaveer Somani <ca...@gmail.com> wrote:
I did the same as you told me still RAM and Shyam can see all the project.
But it is not working this is link field with project.

suggest me some thing new please.




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Thanks Nabin for your reply,

I did the same but no effect.....still same problem....and umair i checked i add user property for both Project and Project_name

do something please.

Regards
CA Mahaveer Somani



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Can you provide following screenshots to explain what you did? 
1. Permission manager page for stock entry
2. Condition added
3. User properties added for the user
4. Role assigned to the user (profile)

On 06-Sep-2013, at 11:18 AM, Mahaveer Somani wrote:

problem



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Please check them i uploaded all of them and then tell me what i am missing there?


Regards
CA Mahaveer Somani



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The user have 4 roles to access Stock Entry document.
With role "Dholpur Project" and "Projects User", he can access only projects mentioned in User Properties.
But through "Material User" and "Material Manager" role, he will be able to see all projects.

On 06-Sep-2013, at 11:54 AM, Mahaveer Somani wrote:



Please check them i uploaded all of them and then tell me what i am missing there?


Regards
CA Mahaveer Somani



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    <user properties for this user.png><assign Role (dholpur Project is only for this user).jpg><permission manager for stock entry.jpg><condition made.jpg><this is my problem.jpg>



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But both  "Material User" and "Material Manager" roles are not effecting projects.

Because in permission manager when i goes to check projects then there is no material user and Material manager..


So 

Now what i do? 

Regards
CA Mahaveer Somani



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Hi Mahaveer,

Please read: http://erpnext.org/docs.user.setup.permissions.html to get a better understanding of Permission Manager. It will clarify most of your basic questions like how to add a permission row for Project so that you can add Material User and Material Manager.

-Anand.

On 06-Sep-2013, at 12:31 PM, Mahaveer Somani <ca...@gmail.com> wrote:


But both  "Material User" and "Material Manager" roles are not effecting projects.

Because in permission manager when i goes to check projects then there is no material user and Material manager..


So 

Now what i do? 

Regards
CA Mahaveer Somani



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i know it very well. @doshi ji

now if you want to say that this problem is generating due to material user and material manager then its ok leave it........

lets try with a new user to whom i want to allow only "Stock entry" with Project Name "A" & "B" Only.

so tell me what i have to do according to you.


as per my according:

1. i create new user Name = a@yahoo.com
2. i made a new role = only Stock Enty
3. then i assign this role to user = a@yahoo.com and one more role i assign to him that is = "Project user"
4. set permission to this role  in Stock Entry
5. set condition = Project Name in Stock Entry matches User Property project_name.
6. I made a user property for user a@yahoo.com = Project_Name = "A" ,  = Project_Name = "B"
7. i have also set warehouse permission for this user.

Now tell me what i missed?


Because still when user a@yahoo.com is trying to enter "STOCK ENTRY" and selecting Project_name then he  can see all project there.


Regards
CA Mahaveer Somani



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Hi Mahaveer,

We have found the exact problem. We will work on it and let you know once it is fixed.

-Anand.

On 06-Sep-2013, at 4:06 PM, Mahaveer Somani <ca...@gmail.com> wrote:

i know it very well. @doshi ji

now if you want to say that this problem is generating due to material user and material manager then its ok leave it........

lets try with a new user to whom i want to allow only "Stock entry" with Project Name "A" & "B" Only.

so tell me what i have to do according to you.


as per my according:

1. i create new user Name = a@yahoo.com
2. i made a new role = only Stock Enty
3. then i assign this role to user = a@yahoo.com and one more role i assign to him that is = "Project user"
4. set permission to this role  in Stock Entry
5. set condition = Project Name in Stock Entry matches User Property project_name.
6. I made a user property for user a@yahoo.com = Project_Name = "A" ,  = Project_Name = "B"
7. i have also set warehouse permission for this user.

Now tell me what i missed?


Because still when user a@yahoo.com is trying to enter "STOCK ENTRY" and selecting Project_name then he  can see all project there.


Regards
CA Mahaveer Somani




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thank you very much if you will consider it....

should i make a support ticket for this issue or not?
 
and how it come to my knowledge that now it is ok and it is working perfectly?


Regards
CA Mahaveer Somani



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Hi Mahaveer,

Raise an issue on github. That way, you will get an auto reply if the ticket is closed and others won't raise a duplicate issue.

Thanks,
Anand.

On 06-Sep-2013, at 4:40 PM, Mahaveer Somani <ca...@gmail.com> wrote:

thank you very much if you will consider it....

should i make a support ticket for this issue or not?
 
and how it come to my knowledge that now it is ok and it is working perfectly?


Regards
CA Mahaveer Somani




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i dont know how to put a query on github. So will you make it for me.........Please....

and i will wait for answer here on erp next forum.


Thanks & Regards
CA Mahaveer Somani





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For now all Projects will show in project search field in Stock Entry. But the user can only save the stock entry with the project mentioned in User Properties. Also user will be able to search stock entries with relevant project.

To restrict project search result, you have to add condition for Project doctype (based on link field available in Project) and using User Properties for that link field.

On 06-Sep-2013, at 5:08 PM, Mahaveer Somani wrote:

i dont know how to put a query on github. So will you make it for me.........Please....

and i will wait for answer here on erp next forum.


Thanks & Regards
CA Mahaveer Somani






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Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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We also have created an issue for fixing search result filter. Check https://github.com/webnotes/wnframework/issues/254

On 06-Sep-2013, at 5:08 PM, Mahaveer Somani wrote:

i dont know how to put a query on github. So will you make it for me.........Please....

and i will wait for answer here on erp next forum.


Thanks & Regards
CA Mahaveer Somani






Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



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Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



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