how to : salesperson only seen own contacts?

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how to : salesperson only seen own contacts?

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crm record_rules odoo12

prerak desai

hello ,

i am new in odoo12 community

i want to do record rules for my salesperson only seen own contact not seen other salesperson contact

Adarsh Patel

Best Answer

Hello Prerak,

Sales-person view only his record use below Record Rule.

<record id="rule_id" model="ir.rule">
    <field name="name">for Salesperson</field>
    <field name="model_id" ref="model_(model_name)"/>
    <field name="domain_force">[('partner_id','=',user.partner_id.id)]</field>    
    <field name="groups" eval="[(4,ref('base.group_user'))]"/>
</record>

subbarao

Hello Desai,

write record rule for res.partner module and assign it to See own documents group and one more record rule with [(1,'=',1)] for res.partner module and assign it to Manager group.

prerak desai

Author

i am not a developer so ,i can't use your code

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