how to : salesperson only seen own contacts?

Question

hello ,
i am new in odoo12 community
i want to do record rules  for my salesperson only seen own contact not seen other salesperson contact

Adarsh Patel · Accepted Answer

Hello Prerak,

Sales-person view only his record use below Record Rule.

<record id="rule_id" model="ir.rule">
    <field name="name">for Salesperson</field>
    <field name="model_id" ref="model_(model_name)"/>
    <field name="domain_force">[('partner_id','=',user.partner_id.id)]</field>    
    <field name="groups" eval="[(4,ref('base.group_user'))]"/>
</record>

subbarao · Answer

Hello Desai,
write record rule for res.partner module and assign it to See own documents group and one more record rule with [(1,'=',1)]  for res.partner module and assign it to Manager group.

prerak desai · Answer

i am not a developer so ,i can't use your code

İlgili Gönderiler	Cevaplar	Görünümler
Problems to limit acess to users and CRM at the same time Çözüldü crm record_rules	1 Ağu 23	1796
Sales Channel Team Leader: See own team's record record_rules odoo12	0 Tem 23	207
Odoo, how to make that an user can only see his partners (through parent_id field) record_rules odoo12	1 Nis 22	3379
Restrict access to contact based on allowed companies record_rules odoo12	1 Haz 25	4816
Administrator can't view own customers [salesperson] Çözüldü crm odoo12	2 Oca 19	2508

Bu soru işaretlendi

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