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.
How To Create Record Rules in the Odoo 17Celine George
In business, various types of records exist, each requiring appropriate security measures. Odoo provides security rules to control access to these records, defining who can perform specific actions on them. Record rules specify conditions for operations related to the creation, editing, viewing, and deletion of records.
Security, Groups, and Access Rights in Odoo 17Celine George
In Odoo, security is a critical aspect of managing access to various features and data within the system. Security measures include defining user groups, assigning access rights, and controlling permissions for different modules and resources. This slides provides an overview of security concepts, groups, and access rights in Odoo 17.
In business, there are different types of records. And it is essential to provide proper security for those records. In Odoo, there are also some security rules. The rules define who can access the following objects. In record rules, we describe some conditions for certain operations.
Useful environment methods in Odoo 18 - Odoo SlidesCeline George
In this slide we’ll discuss on the useful environment methods in Odoo 18. In Odoo 18, environment methods play a crucial role in simplifying model interactions and enhancing data processing within the ORM framework.
Security in Odoo 15 - Record Rules in Odoo15 Celine George
Aside from manually managing access using custom code, Odoo provides two main data-driven mechanisms to manage or restrict access to data. Record rules are conditions that must be satisfied in order for an operation to be allowed. Record rules are evaluated record-by-record. Record rules are default-allow: if access rights grant access and no rule applies to the operation and model for the user, the access is granted.
Who Sees What When? Using Dynamic Sharing Rules To Manage Access To Records vraopolisetti
Dynamic sharing rules allow flexible and automatic sharing of records between users based on criteria. They can be used to share records like opportunities, projects, and cases between roles like salespeople and project managers. The sharing is implemented through Apex triggers that evaluate criteria like which user is associated with a record and automatically update the sharing tables. However, criteria-based sharing rules cannot currently be created dynamically, and there are some limitations around sharing with owners. Customer portal roles also need to be considered for dynamic sharing of records to portal users.
How to Configure Field Cleaning Rules in Odoo 17Celine George
In this slide let’s discuss how to configure field cleaning rules in odoo 17. Field Cleaning is used to format the data that we use inside Odoo. Odoo 17's Data Cleaning module offers Field Cleaning Rules to improve data consistency and quality within specific fields of our Odoo records. By using the field cleaning, we can correct the typos, correct the spaces between them and also formats can be corrected.
This document provides an overview of security and data access in Salesforce CRM, including how to restrict logins by hours, IP addresses, and profiles; set object, record, and field-level security; manage access with roles and permission sets; and handle exceptions. It discusses viewing and customizing field-level security for standard and custom objects.
This document discusses low code best practices in Salesforce and summarizes different configuration options including custom permissions, custom settings, custom metadata, profiles, and permission sets. It provides examples of when to use each option and demonstrations of how to configure them. Specifically, it discusses using custom permissions to control access to specific functionality, custom settings to store configuration data that can vary by profile or user, and custom metadata to define templates and application settings that can be deployed between orgs.
This blog offers a clear guide to ORM (Object-Relational Mapping) methods in Odoo 18, helping developers manage and interact with data efficiently. Covering essential methods and practical best practices, it’s crafted to assist in building reliable, responsive Odoo applications.
Whether you’re new to Odoo or aiming to refine your development skills, this blog provides actionable insights into making the most of ORM in Odoo 18.
Total contract management system controlis typically provided to only a couple of individuals that need to support/control the system. In addition to having the ability to perform every contract related task, this role also provides the ability to maintain supporting information like security, creation of roles, assignment to groups etc. For more information visit at : www.contractguardian.com
The document discusses sample contract management roles and user access within a contract management system. It describes four main roles - Administrator, Contract Manager, Contract Author, and Contract Reader - along with the different access permissions associated with each role. It also explains how users can be assigned to multiple groups, and inherit all permissions from those groups, to control granular access to contracts and information within the system.
Mastering Sitecore Users Roles and Security: A Beginner's Guide to Streamline...Akshay Barve
This presentation provides an in-depth overview of Sitecore's user management and security framework.
It covers key topics, including:
Understanding Sitecore Domains, Roles, and Users
Assigning roles to users for streamlined permissions
Exploring various security tools within Sitecore
A breakdown and usage of different access rights and security editor
The document discusses different approaches to requirements analysis and documentation. It covers defining requirements at a high level through use case diagrams and descriptions before detailing them in specific steps and rules. Both functional and non-functional requirements are important to define the system's behaviors and attributes. The level of documentation needs to balance the needs of different stakeholders while not exceeding what is necessary. The methodology used can influence how and when requirements and documentation are produced.
How to add Domain in Many2One field in OdooCeline George
This slide will show how to add domain in Many2One field in Odoo 17.Domains can be used to search for or filter data or records depending on particular criteria. A field, operator, and value are all parts of a domain. We can filter the data using a variety of operators.
Protecting Your Odoo 17 - Security in Odoo 17Celine George
In a business application such as Odoo, one of the first questions to consider is who can access the data. Odoo provides a security mechanism to allow access to the data for specific groups of users.
1. The document discusses setting up Oracle Procurement Contracts, including setting up organizations, profile options, approvers, lookup codes, and enabling keyword search.
2. Key steps include defining organizations, determining which will establish standard contract policies, setting profile options to control security and functionality, customizing approval workflows, and defining necessary lookup codes.
3. Regularly running concurrent processes is important to effectively use the keyword search feature for clauses and templates.
The document discusses setting up Oracle Procurement Contracts, including:
1. Setting up organizations and defining roles like library administrators and approvers for contract terms.
2. Implementing multiple organizations access control by defining security profiles that control access to operating units.
3. Considering profile options and categories related to contracts security and functionality when implementing Oracle Procurement Contracts.
Automatic and Reserved Fields in Odoo 18Celine George
In Odoo, fields actually refers to the attributes or properties of a mapped class that correspond to columns in a database table. The terms Automatic fields and Reserved fields refers to the fields that the system manages internally for various functionalities.
Data Migration for Remedyforce SaaS Help Desk and High-Speed Digital Service ...BMC Software
Today we will be looking at migrating data into Remedyforce- a SaaS help desk solution in the cloud. Remedyforce is built on Salesforce App Cloud for IT Service Management. We will consider The movement of data from an existing IT service management or help desk system (legacy or prior) to a new high-speed IT service management that is built on the Salesforce App Cloud. You can deliver better more thorough digital services if you migrate the right data over.
The New Data cleaning module helps to remove duplicate data in the odoo database. Whenever we create records this module checks the redundancy of data and gives suggestions for deleting or archiving those data.
Managing security settings in windows server with group policyMiguel de la Cruz
This document discusses how to use Group Policy in Windows Server to define security configurations and manage security settings. It provides guidance on setting up security auditing through Group Policy to log events and monitor access. It describes how to configure audit settings for specific event categories, apply auditing to local files/folders, and view the security log to check audited events. The aim is to help IT professionals and users understand how to enhance security and network administration using Windows auditing technologies.
How to Make a Field read-only in Odoo 17Celine George
In this slide, we'll explore two methods for making fields read-only in Odoo 17. Odoo offers multiple ways to make specific fields read-only, preventing unintended modifications. This can be particularly beneficial for.
How To Open The Form View Of Many2many Clicking Tag In Odoo 18Celine George
This slide outlines how to open the form view of a many2many field by clicking a tag in Odoo 18. We can enhance the functionality of the many2many field by allowing users to open the form view of a tag with a simple click.
The correct statements are:
a. Every user must be assigned to a role or their data will not display in opportunity reports, forecast roll-ups, and other
displays based onroles
c. When an account owner is not assigned a role, the sharing access for related contacts is read/write, provided
the organization-wide default for contacts is not controlled by parent.
How to Configure Access Rights of Manufacturing Orders in Odoo 17 ManufacturingCeline George
By assigning different access rights we can ensure that users only have the access to the information and tools they need for their job. Odoo allows the access rights for individual users or for the group of users that gives flexibility in setting permissions based on specific rules within our organization.
Group Policy Objects (GPOs) allow administrators to apply settings and restrictions to users and computers in Active Directory. GPOs can configure software, security, and other settings. Administrators use the Group Policy Management console to create and edit GPOs. Administrative templates define where specific policy settings are stored in the registry and are used to configure GPO settings. GPOs help administrators centrally manage network configurations and security policies.
How to Setup Lunch in Odoo 18 - Odoo guidesCeline George
In Odoo 18, the Lunch application allows users a convenient way to order food and pay for their meal directly from the database. Lunch in Odoo 18 is a handy application designed to streamline and manage employee lunch orders within a company.
Types of Actions in Odoo 18 - Odoo SlidesCeline George
In Odoo, actions define the system's response to user interactions, like logging in or clicking buttons. They can be stored in the database or returned as dictionaries in methods. Odoo offers various action types for different purposes.
More Related Content
Similar to How to create Record rules in odoo 18 - Odoo Slides (20)
This document discusses low code best practices in Salesforce and summarizes different configuration options including custom permissions, custom settings, custom metadata, profiles, and permission sets. It provides examples of when to use each option and demonstrations of how to configure them. Specifically, it discusses using custom permissions to control access to specific functionality, custom settings to store configuration data that can vary by profile or user, and custom metadata to define templates and application settings that can be deployed between orgs.
This blog offers a clear guide to ORM (Object-Relational Mapping) methods in Odoo 18, helping developers manage and interact with data efficiently. Covering essential methods and practical best practices, it’s crafted to assist in building reliable, responsive Odoo applications.
Whether you’re new to Odoo or aiming to refine your development skills, this blog provides actionable insights into making the most of ORM in Odoo 18.
Total contract management system controlis typically provided to only a couple of individuals that need to support/control the system. In addition to having the ability to perform every contract related task, this role also provides the ability to maintain supporting information like security, creation of roles, assignment to groups etc. For more information visit at : www.contractguardian.com
The document discusses sample contract management roles and user access within a contract management system. It describes four main roles - Administrator, Contract Manager, Contract Author, and Contract Reader - along with the different access permissions associated with each role. It also explains how users can be assigned to multiple groups, and inherit all permissions from those groups, to control granular access to contracts and information within the system.
Mastering Sitecore Users Roles and Security: A Beginner's Guide to Streamline...Akshay Barve
This presentation provides an in-depth overview of Sitecore's user management and security framework.
It covers key topics, including:
Understanding Sitecore Domains, Roles, and Users
Assigning roles to users for streamlined permissions
Exploring various security tools within Sitecore
A breakdown and usage of different access rights and security editor
The document discusses different approaches to requirements analysis and documentation. It covers defining requirements at a high level through use case diagrams and descriptions before detailing them in specific steps and rules. Both functional and non-functional requirements are important to define the system's behaviors and attributes. The level of documentation needs to balance the needs of different stakeholders while not exceeding what is necessary. The methodology used can influence how and when requirements and documentation are produced.
How to add Domain in Many2One field in OdooCeline George
This slide will show how to add domain in Many2One field in Odoo 17.Domains can be used to search for or filter data or records depending on particular criteria. A field, operator, and value are all parts of a domain. We can filter the data using a variety of operators.
Protecting Your Odoo 17 - Security in Odoo 17Celine George
In a business application such as Odoo, one of the first questions to consider is who can access the data. Odoo provides a security mechanism to allow access to the data for specific groups of users.
1. The document discusses setting up Oracle Procurement Contracts, including setting up organizations, profile options, approvers, lookup codes, and enabling keyword search.
2. Key steps include defining organizations, determining which will establish standard contract policies, setting profile options to control security and functionality, customizing approval workflows, and defining necessary lookup codes.
3. Regularly running concurrent processes is important to effectively use the keyword search feature for clauses and templates.
The document discusses setting up Oracle Procurement Contracts, including:
1. Setting up organizations and defining roles like library administrators and approvers for contract terms.
2. Implementing multiple organizations access control by defining security profiles that control access to operating units.
3. Considering profile options and categories related to contracts security and functionality when implementing Oracle Procurement Contracts.
Automatic and Reserved Fields in Odoo 18Celine George
In Odoo, fields actually refers to the attributes or properties of a mapped class that correspond to columns in a database table. The terms Automatic fields and Reserved fields refers to the fields that the system manages internally for various functionalities.
Data Migration for Remedyforce SaaS Help Desk and High-Speed Digital Service ...BMC Software
Today we will be looking at migrating data into Remedyforce- a SaaS help desk solution in the cloud. Remedyforce is built on Salesforce App Cloud for IT Service Management. We will consider The movement of data from an existing IT service management or help desk system (legacy or prior) to a new high-speed IT service management that is built on the Salesforce App Cloud. You can deliver better more thorough digital services if you migrate the right data over.
The New Data cleaning module helps to remove duplicate data in the odoo database. Whenever we create records this module checks the redundancy of data and gives suggestions for deleting or archiving those data.
Managing security settings in windows server with group policyMiguel de la Cruz
This document discusses how to use Group Policy in Windows Server to define security configurations and manage security settings. It provides guidance on setting up security auditing through Group Policy to log events and monitor access. It describes how to configure audit settings for specific event categories, apply auditing to local files/folders, and view the security log to check audited events. The aim is to help IT professionals and users understand how to enhance security and network administration using Windows auditing technologies.
How to Make a Field read-only in Odoo 17Celine George
In this slide, we'll explore two methods for making fields read-only in Odoo 17. Odoo offers multiple ways to make specific fields read-only, preventing unintended modifications. This can be particularly beneficial for.
How To Open The Form View Of Many2many Clicking Tag In Odoo 18Celine George
This slide outlines how to open the form view of a many2many field by clicking a tag in Odoo 18. We can enhance the functionality of the many2many field by allowing users to open the form view of a tag with a simple click.
The correct statements are:
a. Every user must be assigned to a role or their data will not display in opportunity reports, forecast roll-ups, and other
displays based onroles
c. When an account owner is not assigned a role, the sharing access for related contacts is read/write, provided
the organization-wide default for contacts is not controlled by parent.
How to Configure Access Rights of Manufacturing Orders in Odoo 17 ManufacturingCeline George
By assigning different access rights we can ensure that users only have the access to the information and tools they need for their job. Odoo allows the access rights for individual users or for the group of users that gives flexibility in setting permissions based on specific rules within our organization.
Group Policy Objects (GPOs) allow administrators to apply settings and restrictions to users and computers in Active Directory. GPOs can configure software, security, and other settings. Administrators use the Group Policy Management console to create and edit GPOs. Administrative templates define where specific policy settings are stored in the registry and are used to configure GPO settings. GPOs help administrators centrally manage network configurations and security policies.
How to Setup Lunch in Odoo 18 - Odoo guidesCeline George
In Odoo 18, the Lunch application allows users a convenient way to order food and pay for their meal directly from the database. Lunch in Odoo 18 is a handy application designed to streamline and manage employee lunch orders within a company.
Types of Actions in Odoo 18 - Odoo SlidesCeline George
In Odoo, actions define the system's response to user interactions, like logging in or clicking buttons. They can be stored in the database or returned as dictionaries in methods. Odoo offers various action types for different purposes.
How to Manage Orders in Odoo 18 Lunch - Odoo SlidesCeline George
The Lunch module in Odoo 18 helps users place their food orders, making meal management seamless and efficient. It allows employees to browse available options, place orders, and track their meals effortlessly.
How to Setup Renewal of Subscription in Odoo 18Celine George
A subscription is a recurring plan where you set a subscription period, such as weekly, monthly, or yearly. Based on this period, the subscription renews automatically. In Odoo 18, you have the flexibility to manage renewals either manually or automatically.
Odoo 18 Point of Sale PWA - Odoo SlidesCeline George
Progressive Web Apps (PWA) are web applications that deliver an app-like experience using modern web technologies, offering features like offline functionality, installability, and responsiveness across devices.
How to Use Owl Slots in Odoo 17 - Odoo SlidesCeline George
In this slide, we will explore Owl Slots, a powerful feature of the Odoo 17 web framework that allows us to create reusable and customizable user interfaces. We will learn how to define slots in parent components, use them in child components, and leverage their capabilities to build dynamic and flexible UIs.
How to Configure Subcontracting in Odoo 18 ManufacturingCeline George
Subcontracting in manufacturing involves outsourcing specific production tasks to external vendors or subcontractors. These tasks may include manufacturing certain components, handling assembly processes, or even producing entire product lines.
What are the Features & Functions of Odoo 18 SMS MarketingCeline George
A key approach to promoting a business's events, products, services, and special offers is through SMS marketing. With Odoo 18's SMS Marketing module, users can notify customers about flash sales, discounts, and limited-time offers.
How to create and manage blogs in odoo 18Celine George
A blog serves as a space for sharing articles and information.
In Odoo 18, users can easily create and publish blogs through
the blog menu. This guide offers step-by-step instructions on
setting up and managing a blog on an Odoo 18 website.
How to Add a Custom Menu, List view and FIlters in the Customer Portal Odoo 18Celine George
To create a new menu in the "My Accounts" portal and set up a list/form view in Odoo 18, follow these steps. For Example- The custom menu has now been added to the "Fleet" customer portal.
How to Automate Activities Using Odoo 18 CRMCeline George
In Odoo 18, the CRM module's activity feature is designed to help users manage and track tasks related to customer interactions. These tasks could include phone calls, meetings, emails, or follow-ups, and are essential for progressing through sales and customer management processes.
How to Configure Credit Card in Odoo 18 AccountingCeline George
Odoo 18 allows businesses to manage credit card payments efficiently within the Accounting module. Here’s how you can configure a credit card as a payment method.
How to Manage Allow Ship Later for Sold Product in odoo Point of SaleCeline George
The "Allow Ship Later for Sold Product" feature in Odoo Point of Sale (POS) allows businesses to sell products without requiring immediate delivery. This option gives customers the flexibility to purchase an item and have it shipped at a later date.
Automated Actions (Automation) in the Odoo 18Celine George
In this slide, we’ll discuss the automated actions in the Odoo 18. Automated actions in Odoo 18 enable users to set predefined actions triggered automatically by specified conditions or events.
How to Manage Blanket Order in Odoo 18 - Odoo SlidesCeline George
In this slide, we’ll discuss on how to manage blanket order in Odoo 18. A Blanket Order in Odoo 18 is a long-term agreement with a vendor for a specific quantity of goods or services at a predetermined price.
How to Manage Customer Info from POS in Odoo 18Celine George
In this slide, we’ll discuss on how to manage blanket order in Odoo 18. A Blanket Order in Odoo 18 is a long-term agreement with a vendor for a specific quantity of goods or services at a predetermined price.
How to Manage Cross Selling in Odoo 18 SalesCeline George
In this slide, we’ll discuss on how to Manage cross selling in Odoo 18 Sales. Cross-selling is a powerful sales technique that involves recommending complementary or related products to a customer who is already considering a purchase.
How to Change Sequence Number in Odoo 18 Sale OrderCeline George
In this slide, we’ll discuss on how to change sequence number in Odoo 18 Sale Order. In Odoo, sequences are used to generate unique identifiers for records. These identifiers are often displayed as reference numbers, such as invoice numbers, purchase order numbers, or customer numbers.
How to Manage Manual Reordering Rule in Odoo 18 InventoryCeline George
Reordering rules in Odoo 18 help businesses maintain optimal stock levels by automatically generating purchase or manufacturing orders when stock falls below a defined threshold. Manual reordering rules allow users to control stock replenishment based on demand.
How to Use Upgrade Code Command in Odoo 18Celine George
In this slide, we’ll discuss on how to use upgrade code Command in Odoo 18. Odoo 18 introduced a new command-line tool, upgrade_code, designed to streamline the migration process from older Odoo versions. One of its primary functions is to automatically replace deprecated tree views with the newer list views.
CURRENT CASE COUNT: 880
• Texas: 729 (+5) (56% of cases are in Gaines County)
• New Mexico: 78 (+4) (83% of cases are from Lea County)
• Oklahoma: 17
• Kansas: 56 (38.89% of the cases are from Gray County)
HOSPITALIZATIONS: 103
• Texas: 94 - This accounts for 13% of all cases in the State.
• New Mexico: 7 – This accounts for 9.47% of all cases in New Mexico.
• Kansas: 2 - This accounts for 3.7% of all cases in Kansas.
DEATHS: 3
• Texas: 2 – This is 0.28% of all cases
• New Mexico: 1 – This is 1.35% of all cases
US NATIONAL CASE COUNT: 1,076 (confirmed and suspected)
INTERNATIONAL SPREAD
• Mexico: 1,753 (+198) 4 fatalities
‒ Chihuahua, Mexico: 1,657 (+167) cases, 3 fatalities, 9 hospitalizations
• Canada: 2518 (+239) (Includes Ontario’s outbreak, which began November 2024)
‒ Ontario, Canada: 1,795 (+173) 129 (+10) hospitalizations
‒ Alberta, Canada: 560 (+55)
Things to keep an eye on:
Mexico: Three children have died this month (all linked to the Chihuahua outbreak):
An 11-month-old and a 7-year-old with underlying conditions
A 1-year-old in Sonora whose family is from Chihuahua
Canada:
Ontario now reports more cases than the entire U.S.
Alberta’s case count continues to climb rapidly and is quickly closing in on 600 cases.
Emerging transmission chains in Manitoba and Saskatchewan underscore the need for vigilant monitoring of under-immunized communities and potential cross-provincial spread.
United States:
North Dakota: Grand Forks County has confirmed its first cases (2), linked to international travel. The state total is 21 since May 2 (including 4 in Cass County and 2 in Williams County), with one hospitalization reported.
OUTLOOK: With the spring–summer travel season peaking between Memorial Day and Labor Day, both domestic and international travel may fuel additional importations and spread. Although measles transmission is not strictly seasonal, crowded travel settings increase the risk for under-immunized individuals.
TechSoup - Microsoft Discontinuation of Selected Cloud Donated Offers 2025.05...TechSoup
Thousands of nonprofits rely on donated Microsoft 365 Business Premium and Office 365 E1 subscriptions. In this webinar, TechSoup discuss Microsoft's May 14 announcement that the donated versions of these licenses would no longer be available to nonprofits after July 1, 2025, and which options are best for nonprofits moving forward as they transition off these licenses.
This study describe how to write the Research Paper and its related issues. It also presents the major sections of Research Paper and various tools & techniques used for Polishing Research Paper
before final submission.
Finding a Right Journal and Publication Ethics are explain in brief.
Flower Identification Class-10 by Kushal Lamichhane.pdfkushallamichhame
This includes the overall cultivation practices of rose prepared by:
Kushal Lamichhane
Instructor
Shree Gandhi Adarsha Secondary School
Kageshowri Manohara-09, Kathmandu, Nepal
Principal Satbir Singh writes “Kaba and Kitab i.e. Building Harmandir Sahib and Compilation of Granth Sahib gave Sikhs a central place of worship and a Holy book is the single most important reason for Sikhism to flourish as a new religion which gave them a identity which was separate from Hindu’s and Muslim’s.
"Orthoptera: Grasshoppers, Crickets, and Katydids pptxArshad Shaikh
Orthoptera is an order of insects that includes grasshoppers, crickets, and katydids. Characterized by their powerful hind legs, Orthoptera are known for their impressive jumping ability. With diverse species, they inhabit various environments, playing important roles in ecosystems as herbivores and prey. Their sounds, often produced through stridulation, are distinctive features of many species.
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
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