Pular para o conteúdo
Menu
Esta pergunta foi sinalizada
1 Responder
3225 Visualizações

To prohibit the creation of contact from CRM.


    

Avatar
Cancelar
Autor Melhor resposta
  • Go to the CRM app

  • Open an opportunity and go to the from view (debug mode) 

  • go to you inherited views - copy and past that code:  

<xpath expr="//field[@name='partner_is_blacklisted']/..//field[@name='partner_id']" position="attributes">

    <attribute name="options">{'no_create_edit': True}</attribute>

 </xpath>



  • go to a lead and copy past that code to the inherited view

<xpath expr="//field[@name='partner_id']" position="attributes">

    <attribute name="options">{'no_create_edit': True}</attribute>

 </xpath>








  • Finally: pay attention to the access rights you give - if you don't want that one user can create a contact you don't have to just put him away of the contact creation from the extra rights. You also have to go to the access rights details (debug mode - top right). Sort by object and then take him off from creation and delete rights of each contact object. 


Avatar
Cancelar
Publicações relacionadas Respostas Visualizações Atividade
1
out. 22
83
1
abr. 21
5378
1
mar. 22
3623
1
jun. 24
3643
3
set. 21
6592