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我已经为机会和销售订单创建了两条记录规则,首先我希望只有团队负责人才能看到他团队的所有线索,其次我只想草拟状态销售订单以显示任何用户。

因此,创建了两个记录规则,如下所示,有人可以帮助我同样无法正常工作,只有销售人员允许查看潜在客户,不允许团队领导。

<?xml version="1.0" encoding="utf-8"?>
<openerp>
    <data>
        <record id="sale_security_opportunities" model="ir.rule">
            <field name="name">See Teams Leads</field>
            <field name="model_id" ref="crm.model_crm_lead"/>
            <field name="global" eval="True"/>
            <field name="domain_force">['&amp;','|','|',('section_id.user_id','=',user.id), ('section_id.member_ids', 'in', [user.id]),('user_id','=',user.id),('user_id','=',False)]</field>

        </record>
        <!--For See Only Quatations Group And Record Rule-->


        <record id="group_see_only_quotation" model="res.groups">
            <field name="name">See Only Quotation</field>
            <field name="comment">Thsi User Can Only Leads,Opportunities and Quotations.</field>
        </record>

        <record id="sale_security_sale_quatation" model="ir.rule">
            <field name="name">Quotation Only</field>
            <field name="model_id" ref="sale.model_sale_order"/>
            <field name="global" eval="True"/>
            <field name="domain_force">[('state','=','draft')]</field>
            <field name="groups" eval="[(4,ref('my_module.group_see_only_quotation'))]"/>
        </record>


    </data>
</openerp>
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