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I am trying to make a rule or situation where a user can only see the invoice they have made. This works
[('create_uid', '=', user.id)]
But I also want to give a certain user FULL access. I have tried the following
- Make a group without X user and apply record rule to this group
- Remove ALL record rules that have the invoice module
- Added a custom field that matches X user's ID to the field.
Not sure what else I can try
The access group “Sales / User: Own Documents Only” has a Record Rule that limits users to only the sales invoices and credit notes they created:
[('move_type',
'in', ('out_invoice', 'out_refund')), '|', ('invoice_user_id', '=', user.id),
('invoice_user_id', '=', False)] |
Alongside this, the group “Sales / User: All Documents” has a Record Rule with this domain giving access to all sales invoices and credit notes:
[('move_type',
'in', ('out_invoice', 'out_refund'))] |
There are other Record Rules for account.move) so it does get a bit complicated!
Hi Fabian - I updated my answer.
TY! I realized that the other rules messed with the custom rules I set up. I was able to turn those off and set it up as I wanted. Thanks again !!
Hi, I have tried the same record rule. It works fine, but users cannot open or register payment for some customers.
What could be the reason for this?
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