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How can i set team sales permissions in CRM?
In V6 you can set the permissions in crm.lead using this domain:
[('section_id','=',user.context_section_id.id)]
But in V7 context_section_id doesn't exist, so how can I filter this same domain in V7?
I'd tried this:
[('section_id.user_ids','in',[uid])]
and it gives me this error:
NameError: name 'uid' is not defined.
Also, trying this:
[('section_id','=',section_id.user_id)]
Gives:
NameError: name 'section_id' is not defined
So, it seems like there is no section_id for user_id
Maybe something like this would work:
'section_id','=', 'section_id' for 'member_id' of 'user_id' from 'sale_member_rel' table
But I don't know how to write this code...
this worked for me ('section_id','=',user.default_section_id.id)
Hi. I'm Santiago's partner.
With ('section_id','=',user.default_section_id.id) we can see another error: AttributeError: "Field 'default_section_id' does not exist in object 'browse_record(res.users, 27)'"
We only use CRM module, not Sales module. Maybe that's why?
Hi, do u have a test server? Try installing the following modules (CRM, Sales Management, Warehouse Management, Claim Management, LDAP, Document Management System). And you must set the default sales team under settings -> users -> preferences.
Thank you On Li Wee! We do have a test server and I'm almost sure that if we install SALES module, your code will work! But we want to keep a clean install with only the CRM that we are using now...
['|',('section_id.member_ids','in',[user.id]),('section_id','=',False)]
this can work, but cause can not read on res.partner select partner when create SO
both ['|',('section_id.member_ids','in',[user.id]),('section_id','=',False)] and ['|', ('section_id','=',user.default_section_id.id), ,('section_id','=',False)] is worked to filter customer via sales teams.
and ['|',('section_id.member_ids','in',[user.id]),('section_id','=',False)] is the best filter.
but there have one issue.
when select partner in create SO, it raise error.
Access Denied
The requested operation cannot be completed due to security restrictions. Please contact your system administrator.
(Document type: Partner, Operation: read)
there may be have security conflict in those rules.
I'd tried this:
[('section_id.user_ids','in',[uid])]
and it gives me this error:
NameError: name 'uid' is not defined.
Also, trying this:
[('section_id','=',section_id.user_id)]
Gives:
NameError: name 'section_id' is not defined
So, it seems like there is no section_id for user_id
Maybe something like this would work:
'section_id','=', 'section_id' for 'member_id' of 'user_id' from 'sale_member_rel' table
but I don't know how to write this code...
Another error:
ValueError: Invalid field 'user_ids' in leaf "<osv.ExtendedLeaf: ('user_ids', 'in', [27]) on crm_case_section (ctx: )>
Try something like:
[('section_id.user_ids','in',[uid])]
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| Asked: 2/5/13, 2:02 PM |
| Seen: 4546 times |
| Last updated: 3/16/15, 8:10 AM |
Your question title is not clear. Please edit it. Also, make sure to escape your underscores to display them instead of writing in italic.
in early versions of v7, i used "user.section_id.id" but I had to add "default_" for the later versions of v7