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How to apply record rules on Contact

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contactscontactaccess rights
3 Replies
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Houssem Jabally

Hello,

I'm working with Odoo 17 i created 2 groups 1 for the team leaders of the crm.team (Chef Equipe) and the other one for the members of the crm.team (Membre Equipe Commerciale), then i added a record rule for each group on the model Contact so the team leaders can see the contacts created by them and the contacts created by their team members.

This is the record rule for the group Chef Equipe (Team leaders) :

['|', ('team_id.user_id', '=', user.id), ('user_id', 'in', user.team_id.member_ids.ids)]

This is the record rule for the group Membre Equipe Commerciale (Team members) :

[('user_id', 'in', user.team_id.member_ids.ids)]

when i activate the 2nd rule i can't login in odoo using the team members account, i keep getting this error :



so i archived it, and when i login with a team leader account i can see the contacts records in the list / kanban view but when i try to open any record i get this error :



How can i fix them ?

Thank you.

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Team Leaders rule:

['|',

    ('user_id', '=', False),

    '|',

        ('team_id.user_id', '=', user.id),

        ('user_id', 'in', user.team_id.member_ids.ids)

]


Team Members rule:

['|',

    ('user_id', '=', False),

    ('user_id', 'in', user.team_id.member_ids.ids)

]


Hope it helps.

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Kunjan Patel
Best Answer

Hello Houssem Jabally,

I hope you are doing well,

​Please try these below condition:

Modify the Record Rule for Team Members
​['|', ('user_id', '=', user.id), ('user_id', 'in', user.team_id.member_ids.ids)]


Thanks & Regards,
Kunjan Patel

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buynest.in, Akhilesh N S
Best Answer

The Odoo res.users model inherits the res.partner model (Contact). So your new record rule prevents accessing the user-linked contact. You need to bypass the restriction using an extra condition in the record rule. It is better to avoid the record rule for contacts linked with users.

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Houssem Jabally
Author

Which extra condition should i add ?

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