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mjunction services limited

Good afternoon,

Please could you confirm the underlying reasons for the appended record rule not working for the designated group of users :

record id="sales_manager_rule" model="ir.rule">

sales manager can only view the records pending approval

[('state','!=','rm_approval_pending')]

There is already a standard record rule with the domain ['|',('company_id','=',False),('company_id', 'in', company_ids)], which possibly could be superceding my record rule - In such a case, how to make my record rule work as this is very important for my project.

An early response will be much appreciated.


Thanks & Regards,

Debendra 


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mjunction services limited
Autor Best Answer

Thank you for your reply - However, I do not want to deactivate the standard record rule as this might affect other areas of the CRM module. Therefore, please could you suggest any other option available to make my record rule work for CRM.LEAD module in ODOO 16?


Regards,

Debendra 

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mjunction services limited
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Meanwhile, I deactivated the standard record rule with the domain ['|',('company_id','=',False),('company_id', 'in', company_ids)] , but to no avail - Meaning , my record rule fails to filter the desired records for the users in the specific group.

Please could you help?

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shubham shiroya
Best Answer

You can create a single record rule that combines the conditions of both rules, instead of having separate rules. For example, you can use a domain like ['|', ('company_id', '=', False), ('company_id', 'in', company_ids), ('state', '!=', 'rm_approval_pending')].

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