Overslaan naar inhoud
Menu
Je moet geregistreerd zijn om te kunnen communiceren met de community.
Deze vraag is gerapporteerd
1 Beantwoorden
4211 Weergaven

Hi,

I want to restrict the list displayed in the Salespersons fields in a Lead, Customer, etc. forms to the actual sales persons only? Today, the select list displays the list of all active accounts.

I assume I have to set a kind of Salesman attribute to the account, and set a filter with this attribute to the field, but I could not find how.

NB: Not programming please. Only using the admin user interface.

Thank you for your help

-- Laurent

Avatar
Annuleer
Beste antwoord

Hi,

You should use "record rules".

Here are 2 links (in french) about record rules :

http://lolierp.blogspot.fr/2013/11/securite-gestion-des-droits-d-acces-aux.html

http://lolierp.blogspot.fr/2015/06/odoo-8-exemple-de-gestion-multi-societes.html

Avatar
Annuleer
Gerelateerde posts Antwoorden Weergaven Activiteit
0
apr. 22
2323
2
mrt. 15
6839
3
aug. 25
324
2
aug. 25
334
0
aug. 25
152