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

on 5/15/13, 5:26 PM 2,551 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?

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

Serpent Consulting Services Pvt. Ltd.

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--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 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

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Asked: 5/15/13, 5:26 PM
Seen: 2551 times
Last updated: 3/16/15, 8:10 AM