Skip to Content
Odoo Menu
  • Prijavi
  • Try it free
  • Aplikacije
    Finance
    • Knjigovodstvo
    • Obračun
    • Stroški
    • Spreadsheet (BI)
    • Dokumenti
    • Podpisovanje
    Prodaja
    • CRM
    • Prodaja
    • POS Shop
    • POS Restaurant
    • Naročnine
    • Najem
    Spletne strani
    • Website Builder
    • Spletna trgovina
    • Blog
    • Forum
    • Pogovor v živo
    • eUčenje
    Dobavna veriga
    • Zaloga
    • Proizvodnja
    • PLM
    • Nabava
    • Vzdrževanje
    • Kakovost
    Kadri
    • Kadri
    • Kadrovanje
    • Odsotnost
    • Ocenjevanja
    • Priporočila
    • Vozni park
    Marketing
    • Družbeno Trženje
    • Email Marketing
    • SMS Marketing
    • Dogodki
    • Avtomatizacija trženja
    • Ankete
    Storitve
    • Projekt
    • Časovnice
    • Storitve na terenu
    • Služba za pomoč
    • Načrtovanje
    • Termini
    Produktivnost
    • Razprave
    • Odobritve
    • IoT
    • Voip
    • Znanje
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industrije
    Trgovina na drobno
    • Book Store
    • Trgovina z oblačili
    • Trgovina s pohištvom
    • Grocery Store
    • Trgovina s strojno opremo računalnikov
    • Trgovina z igračami
    Food & Hospitality
    • Bar and Pub
    • Restavracija
    • Hitra hrana
    • Guest House
    • Beverage Distributor
    • Hotel
    Nepremičnine
    • Real Estate Agency
    • Arhitekturno podjetje
    • Gradbeništvo
    • Estate Management
    • Vrtnarjenje
    • Združenje lastnikov nepremičnin
    Svetovanje
    • Računovodsko podjetje
    • Odoo Partner
    • Marketinška agencija
    • Law firm
    • Pridobivanje talentov
    • Audit & Certification
    Proizvodnja
    • Tekstil
    • Metal
    • Pohištvo
    • Hrana
    • Brewery
    • Poslovna darila
    Health & Fitness
    • Športni klub
    • Trgovina z očali
    • Fitnes center
    • Wellness Practitioners
    • Lekarna
    • Frizerski salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Sistemi sončne energije
    • Izdelovalec čevljev
    • Čistilne storitve
    • HVAC Services
    Ostali
    • Neprofitna organizacija
    • Agencija za okolje
    • Najem oglasnih panojev
    • Fotografija
    • Najem koles
    • Prodajalec programske opreme
    Browse all Industries
  • Skupnost
    Learn
    • Tutorials
    • Dokumentacija
    • Certifikati
    • Šolanje
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Prenesi
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Dogodki
    • Prevodi
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Sklici kupca
    • Podpora
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Določanje cen
  • Pomoč

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Knjigovodstvo
  • Zaloga
  • PoS
  • Projekt
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
Pomoč

How can i set team sales permissions in CRM?

Naroči se

Get notified when there's activity on this post

This question has been flagged
crmdomainv7
5 Odgovori
12701 Prikazi
Avatar
SANTIAGO SAN MARTIN

In V6 you can set the permissions in crm.lead using this domain:

[('section_id','=',user.context_section_id.id)]

But in V7 context_section_id doesn't exist, so how can I filter this same domain in V7?

I'd tried this:

[('section_id.user_ids','in',[uid])]

and it gives me this error:

NameError: name 'uid' is not defined.

Also, trying this:

[('section_id','=',section_id.user_id)]

Gives:

NameError: name 'section_id' is not defined

So, it seems like there is no section_id for user_id

Maybe something like this would work:

'section_id','=',  'section_id' for 'member_id' of 'user_id' from 'sale_member_rel' table

But I don't know how to write this code...

0
Avatar
Opusti
Fabrice Henrion (fhe)

Your question title is not clear. Please edit it. Also, make sure to escape your underscores to display them instead of writing in italic.

Ong Li Wee

in early versions of v7, i used "user.section_id.id" but I had to add "default_" for the later versions of v7

Avatar
Ong Li Wee
Best Answer

this worked for me ('section_id','=',user.default_section_id.id)

2
Avatar
Opusti
Miguel Fernández

Hi. I'm Santiago's partner. With ('section_id','=',user.default_section_id.id) we can see another error: AttributeError: "Field 'default_section_id' does not exist in object 'browse_record(res.users, 27)'" We only use CRM module, not Sales module. Maybe that's why?

Ong Li Wee

Hi, do u have a test server? Try installing the following modules (CRM, Sales Management, Warehouse Management, Claim Management, LDAP, Document Management System). And you must set the default sales team under settings -> users -> preferences.

SANTIAGO SAN MARTIN
Avtor

Thank you On Li Wee! We do have a test server and I'm almost sure that if we install SALES module, your code will work! But we want to keep a clean install with only the CRM that we are using now...

Oliver Yuan

this one works for me. FYI

Avatar
Oliver Yuan
Best Answer

['|',('section_id.member_ids','in',[user.id]),('section_id','=',False)]

1
Avatar
Opusti
jeffery

this can work, but cause can not read on res.partner select partner when create SO

Avatar
Fabien Pinckaers (fp)
Best Answer

Try something like:

[('section_id.user_ids','in',[uid])]

0
Avatar
Opusti
Avatar
jeffery
Best Answer

both ['|',('section_id.member_ids','in',[user.id]),('section_id','=',False)] and ['|', ('section_id','=',user.default_section_id.id), ,('section_id','=',False)] is worked to filter customer via sales teams.

and ['|',('section_id.member_ids','in',[user.id]),('section_id','=',False)] is the best filter.

but there have one issue.

when select partner in create SO, it raise error.

Access Denied

The requested operation cannot be completed due to security restrictions. Please contact your system administrator.

(Document type: Partner, Operation: read)

there may be have security conflict in those rules.

0
Avatar
Opusti
Avatar
SANTIAGO SAN MARTIN
Avtor Best Answer

I'd tried this:

[('section_id.user_ids','in',[uid])]

and it gives me this error:

NameError: name 'uid' is not defined.

Also, trying this:

[('section_id','=',section_id.user_id)]

Gives:

NameError: name 'section_id' is not defined

So, it seems like there is no section_id for user_id

Maybe something like this would work:

'section_id','=',  'section_id' for 'member_id' of 'user_id' from 'sale_member_rel' table

but I don't know how to write this code...

0
Avatar
Opusti
Yug Faa

Try to use user.id in place of uid, i hope that it will works

SANTIAGO SAN MARTIN
Avtor

Another error: ValueError: Invalid field 'user_ids' in leaf "<osv.ExtendedLeaf: ('user_ids', 'in', [27]) on crm_case_section (ctx: )>

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Prijavi
Related Posts Odgovori Prikazi Aktivnost
How do I import my contacts in OpenERP? Solved
crm v7
Avatar
Avatar
Avatar
3
feb. 25
27149
How to Set Fixed Filter for a User / User group ?
domain v7
Avatar
Avatar
1
avg. 15
6661
problem in installing crm_claim_ext
crm v7
Avatar
0
maj 15
4477
how to force user to fill fields on every stage of opportunity in openerp 7.0
crm v7
Avatar
Avatar
1
mar. 15
5548
How domain defined for a field in header tag
crm domain
Avatar
0
mar. 15
5284
Community
  • Tutorials
  • Dokumentacija
  • Forum
Open Source
  • Prenesi
  • Github
  • Runbot
  • Prevodi
Services
  • Odoo.sh Hosting
  • Podpora
  • Nadgradnja
  • Custom Developments
  • Izobraževanje
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Sredstva blagovne znamke
  • Kontakt
  • Zaposlitve
  • Dogodki
  • Podcast
  • Blog
  • Stranke
  • Pravno • Zasebnost
  • Varnost
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now