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record_rulesaccess_rules
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RANDAL DE GANNES

We are trying to restrict user access to records (vendor bills and bill payments), that they did not create.

The current rules allow access to view all bills and bill payments in the accounting app, but we would like the user to only see the bills they entered.


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MELISSA DE VERTEUIL
Best Answer

following

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Idris Eslam Idris
Best Answer

Go to Settings > Technical > Security > Record Rules.

Create two new record rules, one for vendor bills and one for bill payments.

  • For Vendor Bills:
    • Model: account.move
    • Apply following domain to restrict access to the bills created by the user

  • [('move_type', '=', 'in_invoice'), ('create_uid', '=', user.id)]
  • Action: Read

For Bill Payments:

  • Model: account.payment
  • Apply the following domain to restrict access to bill payments created by the user:

[('payment_type', '=', 'inbound'), ('create_uid', '=', user.id)]
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