Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hello,
I have a problem with permissions on leads/opportunities. My user is part of the "Sales: User of my documents" group. The "Personal Leads" recording rule is therefore applied.
In a lead, I want the user to see the history of other leads (thanks to a new field) even if it's not their own leads. On the other hand, in the main view, I want the user to see their own leads.
How do I get around this rule because it's blocking me for my new lead_ids field?
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
2
mar 22
|
2955 | ||
|
0
mar 15
|
3897 | ||
|
2
ago 25
|
2358 | ||
|
1
lug 25
|
874 | ||
|
1
ago 25
|
1150 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
A record rule needs to be set to view other users leads.
The existing leads main view should be changed a bit and add a default filter "My Leads" like in Pipeline.