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Odoo 15: CRM module - struggling to add restriction on records access

crm record_rules v15

2 الردود

4368 أدوات العرض

SmithJohn45

i have to implement the records access security as below:

1) only user who's user_id is same as logged-in user can see and have create/update/delete permissions
OR
2) logged-in user is Manager of the user_id in Employees and have all types of permissions

is it needs to create Record Rule to restrict? if yes how to write a Domain for both of the conditions which inclue OR and AND
OR any other way?

any other things should I consider / keep in mind to do? because its an ERP system.

please help.
regards

Niyas Raphy (Walnut Software Solutions)

Hi,

Yes this has to be done using the record rules in Odoo. Assume you have a user_id field in your model and manager_id field at the user level to specify the manager of an user(in your case this you have to modify as per your need), then you can add the domain like this.

['|', ('user_id', '=', user.id), ('user_id.manager_id', '=', user.id)]

Thanks

SmithJohn45

الكاتب

thanks @Niyas Raphy
client is using Odoo CRM which model/table is crm.lead, here is a field user_id
for manager we have to approach to model hr.employee where is parent_id for Manager
now the
1) logged-in user should be the same crm.lead.user_id
OR
2) logged-in user = hr.employee.parent_id AND crm.lead.user_id = hr.employee.id

hope that clear the requirement.
regards

Niyas Raphy (Walnut Software Solutions)

yes, now you can try to map the general one into your requirement, cheers

SmithJohn45

الكاتب

but how? this is what actually i want to know. please help.

Jaideep

Navigate to settings > Groups

Select the user group to modify and add this rule in Record Rules tab?

Developer mode needs to be activated to view this menu

SmithJohn45

الكاتب

dear Jaideep, first, thank you to at least trying to help, 2nd please read thoroughly what WE already have posted here and 3rd we all are working in developer mode when customizing any new or existed module(s).

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