Skip to Content
Meniu
Trebuie să fiți înregistrat pentru a interacționa cu comunitatea.
Această întrebare a fost marcată
1 Răspunde
6848 Vizualizări

Hello, I would limit the list of contacts and customers that they are assigned to a specific commercial. When a commercial login into openerp and he goes to customer list, I would like that they appear only his assigned customers, not all customers that there are in the application. Is it possible?

Thank you in advance

Imagine profil
Abandonează
Cel mai bun răspuns

From OpenERP UI:

  • Go to Configuration > Technical > Actions > Window Actions
  • Search for Clients
  • Open the first result with the name Clients and with no domain value
  • in Domain Value put: [('user_id','=',uid)]

Custom module:

  • Use the following XML:

    <record id="base.action_partner_form" model="ir.actions.ac_window">
        <field name="domain">[('user_id','=',uid)]</field>
    </record>
    

Note: You can apply the same thing on the Suppliers list

Note 2: This isn't bullet proof, users can have access to some customers from other means.

Note 3: This applies to all users, so if you have a type of user whom you want to be able to see all customers, then you will have to do something else.

Imagine profil
Abandonează
Related Posts Răspunsuri Vizualizări Activitate
3
dec. 24
4637
1
feb. 22
8895
2
mar. 15
6303
1
feb. 22
3245
2
apr. 25
4972