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how to restrict salesmans to view their own customers without removing the posibility to create new customers i used record rules but it prevent user from creating new customers

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Nejlepší odpověď

Hello,

At the time you create the partner, it belong to no one.

You should add a condition like ('user_id','=',False) in your record rule.

users will see their own and the one attributed to nobody.

If you use a default value, that the user that create the partner is the salesman, you could also avoid this

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Autor Nejlepší odpověď

securité->recorded rules then add a rule like this one object: res.partner Rule Definition (Domain Filter); ['|',('user_id','=',user.id),('user_id','=',False)] non global thx open-net but it works only on a new database

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