Hiding mandatory fields with permlevel

ERPNext Customize ERPNext
1

Hi there,

I am currently customizing the projects DocType. I want that the customer is only visible to manager level. Hence I moved it to Permlevel 2 and only give this role access to it.

However, employees should still be able to edit the document. However, if the employee saves the document ERPNext complains that customer is a mandatory field an should filled.

The problem is: the manager already filled it and it should not complain?

Any help would be so much appreaciated! Thanks a lot!

2

I “think” this should work.

  • Customize the ‘Project’
  • Scroll down until you find the ‘Customer’ DocField. Click Edit
  • Find the checkbox “Ignore User Permissions”, and mark it.

What this should do is allow anyone to select a Customer on the Project.
However, only your managers could navigate to the main Customer document, and view all the details (name, address, phone, etc.)

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image1274×862 46.1 KB

3

try this simple client form script.

maybe it can be handled in form.save.js as a framework level solution.

frappe.ui.form.on('Project', {
	before_save(frm) {
		if (!frappe.perm.has_perm(frm.doctype, 2, 'read') && !frm.is_new()) {
		    frm.set_df_property('customer', 'reqd', 0)
		} 
	}
})
1 Like
4

Thank you Brian! That does not solve this issue but helped me alot with another issue :grinning:

5

Thanks that did it! Great advise.