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I have given the access right to the users who will use CRM.
Now i have a Sales Manager who should see all users CRM Pipeline. I tried to make the record rule as [(1,'=',1)] and inherit the group sales/users: All documents.

But could not solve this issue. Please assist. 

Thanks
Rishal Chand
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Can you post the Record Rules you have created or amended?

작성자 베스트 답변

The record rule set for all users to see their own pipeline is as follows:

Name: Per salesperson,    Object: Pipeline,   Rule: [["user_id","=",user.id]] ----- And this works fine but i think due to this rule, it also gets apply for the administrator.

After this when i see administrator couldn't view others CRM pipeline, so i made a new rules as

Name: All Pipelines,  Object: Pipelines, Rule: [(1,'=',1)] ---  and inherit record rule here set for group User: All Documents.

 And still the sales manager couldnt get the access to view all his sales users pipeline.


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