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Hi Community,
When i created one another user and give the permission to them of Selas = User: Own Documents Only. he can access only own data. and other permission is Accounting & Finance = Billing for showing the Invoicing menu.
Now my problem is that when this user created the invoice and open invoice menu at that time he can show all invoices. but i want to showing him only his created invoices. how to do that if you know please let me know.
Hi,
If you really want this, what you can do is that by default there is a record rule for the user group Sale Own Documents for the account.invoice model, you can add the Account Billing group to this rule.
Rule Name: Personal Invoices Analysis
Model: account.invoice
By navigating into Settings -> Technical -> Security -> Record Rules, search for above rule and add the group to it. Make sure this wont alter/cause issue for existing functionality or break the workflow.
UPDT: The rule i have specified is for another model(sorry for that, what you can do is that, duplicate that rule and change the model to Invoice)
Thanks
Hi @Niyas , i followed your steps but don't happened any effect. still show all invoices.
Please see the updated answer
Hello @Niyas, Are you perform this same steps on your machine ? because when i perform this same steps it's not work for me :(
Yes, i have tested it and seems fine. You can check the other rules given for the same model and see , whether they make any effects
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I am not Sure about it , i have tested it nothing happen