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How can I give access to the portal users to the opportunities where they are customers ?

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on 11/1/13, 9:23 AM 716 views

Hello,

I'm currently working for one of my customers specialized in Claim Management.

We have to stay on a QuickStart approach (so no development only customizing) because the system of my client will be hosted in the OpenERP cloud.

To summarize the need, I have to give access to the portal users to the opportunities where they are assigned as customers.

To do this, I have created in the menu "Portal" the sub-menu "Suivi de dossier" which is linked to the action "Plainte"

Details of the action "Plainte": Action name: Plainte Object: crm.lead Object source: Action using: Action type: ir.actions.act_window Target windows: Current windows

View Wiew type: Formular Screen mode: tree,form See Ref. Search view: CRM - Opportunities Search

Filters Domain value: [('type','=','opportunity')] Context value: { 'default_user_id': uid} ---> DOES NOT WORK Limit: 80 Automatic refresh: 0 Automatic search: check Filter: uncheck

I put in attachment 2 printscreens to explain that.

Apparently, I do not use the correct context value for this selection. I would like to pass the current portal user but I do not know how to do that.

Could you kindly help me with this ?

Thank you very much in advance !

Jérémie

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Asked: 11/1/13, 9:23 AM
Seen: 716 times
Last updated: 3/16/15, 8:10 AM