Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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
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
Создайте аккаунт сегодня, чтобы получить доступ к эксклюзивным функциям и стать частью нашего замечательного сообщества!
Регистрация| Похожие посты | Ответы | Просмотры | Активность | |
|---|---|---|---|---|
|
0
апр. 22
|
2938 | ||
|
2
мар. 15
|
7622 | ||
|
1
нояб. 25
|
290 | ||
|
2
нояб. 25
|
1098 | ||
|
2
нояб. 25
|
475 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
