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I am trying to make a rule or situation where a user can only see the invoice they have made. This works



[('create_uid', '=', user.id)]

But I also want to give a certain user FULL access. I have tried the following


- Make a group without X user and apply record rule to this group

- Remove ALL record rules that have the invoice module 

- Added a custom field that matches X user's ID to the field. 


Not sure what else I can try 

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Best Answer

The access group “Sales / User: Own Documents Only” has a Record Rule  that limits users to only the sales invoices and credit notes they created:

[('move_type',
  'in', ('out_invoice', 'out_refund')), '|', ('invoice_user_id', '=', user.id),
  ('invoice_user_id', '=', False)]

Alongside this, the group “Sales / User: All Documents” has a Record Rule with this domain giving access to all sales invoices and credit notes:

[('move_type',
  'in', ('out_invoice', 'out_refund'))]

There are other Record Rules for account.move) so it does get a bit complicated!



https://odootricks.tips/record-rules/ 

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Hi Fabian - I updated my answer.

Author

TY! I realized that the other rules messed with the custom rules I set up. I was able to turn those off and set it up as I wanted. Thanks again !!

Best Answer

Hi, I have tried the same record rule. It works fine, but users cannot open or register payment for some customers.
What could be the reason for this?

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