Sugar CRM - How to add Custom Module to Navigation Bar shortcut? - module

I created a new custom module Customer.
It is currently shown as a shortcut in ALL sections on the main page.
I want users to be able to select Customer when they mouse over the Sales shortcut (to show Customer next to Accounts, Contacts, Opportunities).
How do I add it?
Thank you

You can add modules to different menu groups from the page Administration > Configure Module Menu Filters. It will be in the section Developer Tools on the Administration page.

Related

Can't find the workflow source code of a list or library on SharePoint Designer

I'm new using SharePoint. I am having trouble with find the code or workflow structure of a list or a library. In the left menu i can see the "Workflows" button but all workflows are not there.
There is a workflow section In the "List and libraries" view showing the running workflows in these list, but when i click on one of them it just move me to its settings in the browser and no to the structure or code that is what i'm looking for.
Is there a way to find the code or structure of my running workflows?
PD: I am working in place of the previous developer who build the entire site, however, he didn't show me anything about.
Thanks.
If these are workflows created using SharePoint Designer then:
Open SharePoint Designer
Open the site
Click on Lists and Libraries
Click on the list name
There will be a heading titled "Workflows"
Click on the workflow you are wanting to look at
Click "Edit Workflow" to view it
Go From there
If you are wanting to see the status of a workflow in regards to the item:
Go to the list
I recommend creating a personal view (so only you see it)
You can select the fields you are interested in and each workflow should have a column in the list associated with it. Include the column in your view
Go to your new view and you can click on the link to view the current status of the workflow
Go to All Files > Workflows Folder. Then select the workflow you want to work with. Right Click on the "xoml" file then select "Open With" > "SharePoint Designer (open as workflow)"
Once it's opened, published it again. Then it will show up again in the Workflow tab.
The workflow was a visual studio sequential workflow deployed in the site as a feature. It was not a SharePoint Designer one. Thanks

openerp 7.0: How to hide submenus from Settings?

I don't want the HR Guys to see anything but the submenu Users within the main menu settings.
Therefor I removed "500 - Settings" in the group "Administration / Access Rights" and added "4 - Settings / Users".
It seems that I misunderstood something, because the tap "Settings" disappears completely.
Could anybody give me a hand with this? Do i need to add some user rights? Is there even a possibility to do that via Groups and Menu Items?
Greetings,
Martin
create a new group, specify this group to the settings menu and users menu along with their default groups.Then provide this group to your "HR Guys"
Ok,
The way to "hidde" the other menus is to seperate the users menu from the settings as technical user in Settings -> User Interface -> Menu Items.
Afterwards connect the new users main menu with the groups which need accses to the users menu.
Important: dont forget to give the access rights so they can manipulate data
Greetings
Martin

How to add module to top bar menu openerp

I want to add a new module to the top bar menu at openerp.
I don't know what exactly the name is, but it placed at the top of the openerp (next to the people who login). By default, the top bar menu contains Messaging, Sales, Project, Knowledge, Reporting, Settings.
I want to add my new module to that menu bar. Can I? And how can?
Yoas Loing
You have to do nothing to define new menu on top, just define your menu item and do not give any parent of this menu, and define at least on child below this menu,
Hope this help

Disabling unwanted menus in OpenERP

I am new to OpenERP. I need to disable some menus without uninstalling the modules that added the menus. I tried did a search for the module I wanted to disable its menu and then deleted all the search results only to get a very disorganized menu as a result. Please how do I achieve this? I just need to hide the link to two modules on the menu bar and on the home page
Create a new security group called 'Nobody' with no users in it.
Change the permission of the menus you want to hide to this group.
This is easy and you can get the menu back easily too if you change your mind.
If you delete a parent menu, then all its children appear at the top level. You can either delete all the children as well, or just remove security access from the parent menus for all but the administrator group. You might also be able to inactivate the parent menu instead of deleting it if you don't want to mess around with security.
check the below link.In this link is example of hide the UOM into the Product.
if We don’t want to display Unit Of Measure in Product Configuration.
http://pilgrimonerp.wordpress.com/2010/08/25/openerp-hide-menu-item/
Easiest way is to edit the group:
Settings > Users > Groups, select a group, select second tab (Security), add/remove menu items on Access Menu.
To disable menus it right to go with ir.menu model.
Setting -> technical -> views -> menu
or
some easy example
http://snippetbucket.com/2014/02/openerp-disable-apps-menu-remove-openerp-app/

Why are some Siebel objects read only?

I want to add some extensions to an existing Siebel application, but the objects which I need to change remain (partially) read only, despite I have locked the respective parent projects.
E.g.
Add a Menu item to the application main menu. => I can edit existing items, but I cannot add new items (Tool's menu "New record" is disabled.)
Add a custom applet to view "Sales Home Page View". It's read only (Warning displayed by Tools when I click "Edit web layout").
Any ideas, why?
Seems to be a bug in Siebel Tools. After a restart of Tools I was able to perform the desired changes.