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How create a rule own partners in a sales team group?

on 5/15/13, 5:26 PM 3,358 views

Hi, I would like to know how create a rule to a sales team group can only see yours partners. For example, I have a sales team called "group_sales_01" and I want asign a rule to the users of this group can see the partners with "sales team" set to "group_sales_01".

is it possible in OpenERP? I have OpenERP 7. And anyone know good documentation about security in OpenERP and Rules to know how create rules and limitations and other aspect of OpenERP?


Serpent Consulting Services Pvt. Ltd.

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Serpent Consulting Services Pvt. Ltd.
On 5/16/13, 7:52 AM


To create rule in v7 go to menu Setting/Technical/Security/Record Rules

In this menu you can create a record rules and in group name you can define your created group.

You also define a domain.

Thank You,

ok but GROUP == SALES GROUP? When I say GROUP, I mean SALES GROUP. Is the same?

on 5/16/13, 8:03 AM

Yes You can define group in Gruop Name you want.

Serpent Consulting Services Pvt. Ltd.
on 5/16/13, 8:08 AM

The rule that really worked for me was aplied after creating a new group called "Show Sales Department" ( by example ) and then I used the next rule: ['|', ('section_id','=',user.default_section_id.id) ,('user_id','=',user.id)] . I hope it works

Jose Gpe Osuna
on 10/3/13, 2:30 PM

Yes I try but salesmanager not create the customer after create new group and same domain as above Jose.

Farid Ghanchi
on 1/29/14, 12:47 AM
Oliver Yuan
On 5/16/13, 7:28 AM

Check question #170. Not sure why I can't paste URL in the answer.

your karma, if is minor to 50 you cant paste a url...I think. if you want, my email is "info@mcindietech.com" thanks!

on 5/16/13, 8:01 AM

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Asked: 5/15/13, 5:26 PM
Seen: 3358 times
Last updated: 3/16/15, 8:10 AM