how to restrict salesmans to view their own customers....

Question

how to restrict salesmans to view their own customers without removing the posibility to create new customers
i used record rules but it prevent user from creating new customers

Open Net Team · Answer

Hello,

At the time you create the partner, it belong to no one.

You should add a condition like ('user_id','=',False) in your record rule.

users will see their own and the one attributed to nobody.

If you use a default value, that the user that create the partner is the salesman, you could also avoid this

raji jaafar · Answer

securitÃ©->recorded rules then add a rule like this one
object:                              res.partner
Rule Definition (Domain Filter);       ['|',('user_id','=',user.id),('user_id','=',False)]
non global
thx open-net but it works only on a new database

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