跳至內容
選單
此問題已被標幟
1 回覆
3224 瀏覽次數

To prohibit the creation of contact from CRM.


    

頭像
捨棄
作者 最佳答案
  • 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. 


頭像
捨棄
相關帖文 回覆 瀏覽次數 活動
1
10月 22
83
1
4月 21
5378
1
3月 22
3623
1
6月 24
3643
3
9月 21
6592