Skip to Content
Menu
Dette spørgsmål er blevet anmeldt
2 Besvarelser
1721 Visninger

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 

Avatar
Kassér
Bedste svar

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!



https://odootricks.tips/record-rules/ 

Avatar
Kassér

Hi Fabian - I updated my answer.

Forfatter

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 !!

Bedste svar

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?

Avatar
Kassér
Related Posts Besvarelser Visninger Aktivitet
3
aug. 25
2646
1
maj 25
2664
1
apr. 25
3663
1
apr. 25
4517
1
apr. 25
1981