Managing "Terminated" Employees

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

When an employee leaves our company they are either set as “Leave of Absence” or “Terminated”, I have then created a Workflow that automatically makes the User “Inactive”.

I do not want to delete the Employee as I want to see his historical activity etc. but I do not want him to appear in certain fields so I have two ideas

1: When an Employee is Terminated - can we change the font of his/her entry to have a line through it, so that when it appears in any Popups etc. it is immediately clear the employee should not be selected/assigned etc.

OR

2: How can we hid all “Terminated” employees from popups etc. so that he/she cannot be selected,

Thanks

2

Hi,

Yes, you can hide all “Terminated” employees but its not possible from Studio.

You can create a new popup view in the custom folder and add the where condition in the final query of the employee popup view.

If you have any queries please let me know. Thank You!

1 Like
3

Thanks Ashish

I have looked at the code and I can find the Where clause you are referring to, but to be honest I have no idea of how to structure the statement to exclud “Terminated”