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Re: Record Rules Help - V7

by
RU3IX PTY LTD
- 12/09/2015 06:26:48
I want to show the list of customers only assigned to the user (sales person) logged in, instead of showing all the customers 

On Wed, Dec 9, 2015 at 10:16 PM, Tibyan Hussien <tibyan.hussien@visionvalley.net> wrote:

As view partner (or customers) on the tree view and the salesperson is the user who logs in, I mean where do you want to view partners exactly?

On 09 ديس, 2015 ص 11:52, Naran M wrote:
<blockquote cite="mid:CAG6fCcF+BvJaBTcS3j4O0z5x2HR=vHqASx5p8Q3MfZCrmKBMHQ@mail.gmail.com" type="cite">

Thanks Tibyan.  I need to restrict partners (customers) assigned to them,  basically show the partners which has sales person assigned to their user id.

On Dec 9, 2015 7:41 PM, "Tibyan Hussien" <tibyan.hussien@visionvalley.net> wrote:

Dear Naran,

You should create a rule to allow only sale orders (or quotations) become visible to login users (or Salesperson field on the form) who belong to a 'Sales / See Own Leads' group, is it what you meant?

Tibyan

On 09 ديس, 2015 ص 01:20, Naran M wrote:
<blockquote cite="mid:CAG6fCcEEYX8BcWSK4FD5=cE_Q9Kh4vCdSphYY8CACn253HiPbw@mail.gmail.com" type="cite">
Hello Community,

I am looking for a small technical assistance to get around this record rule issue, I was trying to filter the Customers based existing sales group "see own leads" . This should show only partners which were assigned to them.

We created a record rule on res.partner object with (create, write, read, delete) rights, following domain and give a Sales / User: Own Leads Only group to the record rule

['|',('user_id','=',False),('user_id','=',user.id)]




When I try to open a partner in form view, I end up with below error

Access Denied The requested operation cannot be completed due to security restrictions. Please contact your system administrator. (Document type: Partner, Operation: read)


​ 

Any suggestions please..?

Thanks,
Naran




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