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How to create Record rules in odoo
18
Enterprise
Enterprise
Record rules allow us to restrict which records are displayed to users.
Creating record rules in Odoo 18 is essential for managing data access
and ensuring that users can only see or interact with records they are
authorized to access.
Introduction
Enterprise
Record rules provide four modes of access:
1. CREATE: Grants the ability to add new records.
2. READ: Allows users to view existing records.
3. WRITE: Enables users to modify records.
4. DELETE: Permits users to remove records.
By specifying these access modes in record rules, we can effectively
control user actions on records within a model.
Record Rules
Enterprise
For instance, a regular employee should only be able to view or modify
data related to themselves, while employees in managerial roles may
have access to view or edit all records. This level of control can be
effectively implemented using record rules.
Record Rules
Enterprise
Code(Example)
<record id="ir_filters_admin_all_rights_rule" model="ir.rule">
<field name="name">ir.filters.admin.all.rights</field>
<field name="model_id" ref="model_ir_filters"/>
<field name="domain_force">[(1, '=', 1)]</field>
<field name="groups"
eval="[Command.link(ref('base.group_erp_manager'))]"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="True"/>
<field name="perm_create" eval="True"/>
<field name="perm_unlink" eval="True"/>
</record>
Enterprise
● Creates an access rule (ir.rule) named "ir.filters.admin.all.rights".
● Applies to the model ir.filters (used for saved filters in Odoo).
● Forces a domain condition [(1, '=', 1)], which means no restriction
(applies to all records).
● Grants access to the ERP Manager group
(base.group_erp_manager).
● Allows full permissions:
○ Read (perm_read=True)
○ Write (perm_write=True)
○ Create (perm_create=True)
○ Delete (perm_unlink=True)
Explanation(Example)
Enterprise
❖ Access the Settings: Go to the Settings module.
❖ Navigate to Record Rules: Under the Settings menu, go to Technical.
Click on Security, then select Record Rules.
Steps(Explanation)
Enterprise
Enterprise
● Create a New Record Rule:
○ Click on the Create button.
○ Fill in the required fields:
1. Name: Give your rule a descriptive name.
2. Object: Select the model (object) this rule will apply to, such as
res.partner for contacts.
3. Domain Filter: Specify the conditions under which records are
visible. This uses Odoo's domain syntax, like [('field_name', '=',
value)].
4. Groups: Assign the rule to specific user groups. This restricts
the rule's application to those groups.
Explanation
Enterprise
Enterprise
Enterprise
● Set Rule Attributes
○ Perms: Define the permissions (read, write, create, delete)
for the records governed by this rule.
○ Use the "Add a filter" option if you need to create more
complex conditions.
● Save the Rule: Once you have configured everything, click the
Save button to apply your new record rule.
● Test the Rule. Verify that the user can only see the records that
meet the criteria defined in your rule.
Explanation
Enterprise
Enterprise
Record rules in Odoo 18 are essential for managing access control at
the record level, ensuring that users can only see, create, write, or
delete records based on specific conditions. By defining record rules,
you can enforce fine-grained security controls in your application.
Conclusion
For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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How to create Record rules in odoo 18 - Odoo Slides

  • 1. How to create Record rules in odoo 18 Enterprise
  • 2. Enterprise Record rules allow us to restrict which records are displayed to users. Creating record rules in Odoo 18 is essential for managing data access and ensuring that users can only see or interact with records they are authorized to access. Introduction
  • 3. Enterprise Record rules provide four modes of access: 1. CREATE: Grants the ability to add new records. 2. READ: Allows users to view existing records. 3. WRITE: Enables users to modify records. 4. DELETE: Permits users to remove records. By specifying these access modes in record rules, we can effectively control user actions on records within a model. Record Rules
  • 4. Enterprise For instance, a regular employee should only be able to view or modify data related to themselves, while employees in managerial roles may have access to view or edit all records. This level of control can be effectively implemented using record rules. Record Rules
  • 5. Enterprise Code(Example) <record id="ir_filters_admin_all_rights_rule" model="ir.rule"> <field name="name">ir.filters.admin.all.rights</field> <field name="model_id" ref="model_ir_filters"/> <field name="domain_force">[(1, '=', 1)]</field> <field name="groups" eval="[Command.link(ref('base.group_erp_manager'))]"/> <field name="perm_read" eval="True"/> <field name="perm_write" eval="True"/> <field name="perm_create" eval="True"/> <field name="perm_unlink" eval="True"/> </record>
  • 6. Enterprise ● Creates an access rule (ir.rule) named "ir.filters.admin.all.rights". ● Applies to the model ir.filters (used for saved filters in Odoo). ● Forces a domain condition [(1, '=', 1)], which means no restriction (applies to all records). ● Grants access to the ERP Manager group (base.group_erp_manager). ● Allows full permissions: ○ Read (perm_read=True) ○ Write (perm_write=True) ○ Create (perm_create=True) ○ Delete (perm_unlink=True) Explanation(Example)
  • 7. Enterprise ❖ Access the Settings: Go to the Settings module. ❖ Navigate to Record Rules: Under the Settings menu, go to Technical. Click on Security, then select Record Rules. Steps(Explanation)
  • 9. Enterprise ● Create a New Record Rule: ○ Click on the Create button. ○ Fill in the required fields: 1. Name: Give your rule a descriptive name. 2. Object: Select the model (object) this rule will apply to, such as res.partner for contacts. 3. Domain Filter: Specify the conditions under which records are visible. This uses Odoo's domain syntax, like [('field_name', '=', value)]. 4. Groups: Assign the rule to specific user groups. This restricts the rule's application to those groups. Explanation
  • 12. Enterprise ● Set Rule Attributes ○ Perms: Define the permissions (read, write, create, delete) for the records governed by this rule. ○ Use the "Add a filter" option if you need to create more complex conditions. ● Save the Rule: Once you have configured everything, click the Save button to apply your new record rule. ● Test the Rule. Verify that the user can only see the records that meet the criteria defined in your rule. Explanation
  • 14. Enterprise Record rules in Odoo 18 are essential for managing access control at the record level, ensuring that users can only see, create, write, or delete records based on specific conditions. By defining record rules, you can enforce fine-grained security controls in your application. Conclusion
  • 15. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com