Skip to Content
Menu
This question has been flagged
2 Replies
1202 Views

I need to custom view to my sellers, I need them to see only their assigned clients

Please help me with this request

Thanks so much

Roberto

Avatar
Discard
Author

Thanks Abdullah, I will test it!

Best Answer

For this you can use a record rule for example in my case i want my users to see only those records in which they are manager so i simply use

[('manager_id.user_ids','=',user.id)]
manager_id is my custom field in the view, you can use your custom field which you use for assigning users to each record. Also you can create a group for which this record rule may only apply.

Hope it helps.

Avatar
Discard
Related Posts Replies Views Activity
0
Dec 24
56
0
May 24
249
1
Dec 23
1091
0
Dec 23
310
0
Jun 23
548