Access to Report Export Function

ERPNext Buying
1
Hi, currently Report Manager role is assigned to users who need to export reports to CSV.  But this also gives access for a user to manipulate and save reports, which is not something we always want to give. 

Is it possible to provide export access *only*?

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2
Hi Laurence,

With the new permission system, you will be able to assign export permission just like read, write, submit permission for individual roles. Report Manager role will be removed. It is progressing well and will be released along with version 4.0.0


Thanks,
Anand.



On Mon, Dec 16, 2013 at 5:33 AM, lxnow <la...@union.ph> wrote:
Hi, currently Report Manager role is assigned to users who need to export reports to CSV. But this also gives access for a user to manipulate and save reports, which is not something we always want to give.


Is it possible to provide export access only?

–

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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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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3
Wonderful! Looking very much forward to the next release. (That and the plug in system you mentioend before)

On Wednesday, December 18, 2013 2:03:34 AM UTC+8, Anand Doshi wrote:
Hi Laurence,

With the new permission system, you will be able to assign export permission just like read, write, submit permission for individual roles. Report Manager role will be removed. It is progressing well and will be released along with version 4.0.0


Thanks,
Anand.



On Mon, Dec 16, 2013 at 5:33 AM, lxnow <la...@union.ph> wrote:
Hi, currently Report Manager role is assigned to users who need to export reports to CSV.  But this also gives access for a user to manipulate and save reports, which is not something we always want to give. 


Is it possible to provide export access only?

–

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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4
Additional question regarding the new permissions model: will it allow us to fine-tune who has access to "STOP" status? Currently, anyone with submit status can only stop a document (applies to Sales Order, Purchase Order)


On Wed, Dec 18, 2013 at 9:17 AM, lxnow <la...@union.ph> wrote:
Wonderful! Looking very much forward to the next release. (That and the plug in system you mentioend before)


On Wednesday, December 18, 2013 2:03:34 AM UTC+8, Anand Doshi wrote:
Hi Laurence,

With the new permission system, you will be able to assign export permission just like read, write, submit permission for individual roles. Report Manager role will be removed. It is progressing well and will be released along with version 4.0.0


Thanks,

Anand.




On Mon, Dec 16, 2013 at 5:33 AM, lxnow <la...@union.ph> wrote:
Hi, currently Report Manager role is assigned to users who need to export reports to CSV. But this also gives access for a user to manipulate and save reports, which is not something we always want to give.


Is it possible to provide export access only?

–

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.



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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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5
Hi Laurence,

We haven't covered the Stop status scenario. It is more about restricting records. Can you tell us more about your situation with an example?

Thanks,
Anand.


On Tue, Jan 14, 2014 at 4:03 PM, Laurence Cua <la...@union.ph> wrote:
Additional question regarding the new permissions model: will it allow us to fine-tune who has access to "STOP" status? Currently, anyone with submit status can only stop a document (applies to Sales Order, Purchase Order)


On Wed, Dec 18, 2013 at 9:17 AM, lxnow <la...@union.ph> wrote:
Wonderful! Looking very much forward to the next release. (That and the plug in system you mentioend before)


On Wednesday, December 18, 2013 2:03:34 AM UTC+8, Anand Doshi wrote:
Hi Laurence,

With the new permission system, you will be able to assign export permission just like read, write, submit permission for individual roles. Report Manager role will be removed. It is progressing well and will be released along with version 4.0.0


Thanks,

Anand.




On Mon, Dec 16, 2013 at 5:33 AM, lxnow <la...@union.ph> wrote:
Hi, currently Report Manager role is assigned to users who need to export reports to CSV. But this also gives access for a user to manipulate and save reports, which is not something we always want to give.


Is it possible to provide export access only?

–

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.



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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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–

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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6
Processing and managing sales orders. 

User A = has access to enter and submit order
User B = has access to read the order in order to create a delivery note or sales invoice
User C = has access to read the order because she is the salesperson handling the customer
User D = has access to create reports of sales orders for management review

Currently User B, C and D have access to also STOP the order, simply because they have read access.  In this set up, we would only want user C to have the access to STOP the order.

On Wednesday, January 15, 2014 12:04:57 PM UTC+8, Anand Doshi wrote:
Hi Laurence,

We haven't covered the Stop status scenario. It is more about restricting records. Can you tell us more about your situation with an example? 

Thanks,
Anand.


On Tue, Jan 14, 2014 at 4:03 PM, Laurence Cua <la...@union.ph> wrote:
Additional question regarding the new permissions model: will it allow us to fine-tune who has access to "STOP" status? Currently, anyone with submit status can only stop a document (applies to Sales Order, Purchase Order)


On Wed, Dec 18, 2013 at 9:17 AM, lxnow <la...@union.ph> wrote:
Wonderful! Looking very much forward to the next release. (That and the plug in system you mentioend before)


On Wednesday, December 18, 2013 2:03:34 AM UTC+8, Anand Doshi wrote:
Hi Laurence,

With the new permission system, you will be able to assign export permission just like read, write, submit permission for individual roles. Report Manager role will be removed. It is progressing well and will be released along with version 4.0.0


Thanks,

Anand.




On Mon, Dec 16, 2013 at 5:33 AM, lxnow <la...@union.ph> wrote:
Hi, currently Report Manager role is assigned to users who need to export reports to CSV.  But this also gives access for a user to manipulate and save reports, which is not something we always want to give. 


Is it possible to provide export access only?

–

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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–

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.

     

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