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how to restrict salesmans to view their own customers....

raji jaafar
on 11/28/13, 2:27 PM 1,614 views

how to restrict salesmans to view their own customers without removing the posibility to create new customers i used record rules but it prevent user from creating new customers

Open Net Sarl
On 11/28/13, 5:44 PM


At the time you create the partner, it belong to no one.

You should add a condition like ('user_id','=',False) in your record rule.

users will see their own and the one attributed to nobody.

If you use a default value, that the user that create the partner is the salesman, you could also avoid this

raji jaafar
On 11/29/13, 6:57 AM

securité->recorded rules then add a rule like this one object: res.partner Rule Definition (Domain Filter); ['|',('user_id','=',user.id),('user_id','=',False)] non global thx open-net but it works only on a new database

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Asked: 11/28/13, 2:27 PM
Seen: 1614 times
Last updated: 3/16/15, 8:10 AM