about exception

[gangadhar kadam]

Hello All,

    I have to restrict the access of customer if the customer is not created by him. he should be able to search all customer (list) , but if click on customer then only his created customers details should be displayed. I have to do this on my local setup. I have wrote the custom onload script for customer doctype and checked the ownership , but not able to close the current doctype or exit. is there any client site method for doctype close or exit or exception.

Thank you all.

Regards,

Gangadhar kadam

[Umair Sayyed]

Hi Gangadhar,

In Permission Manager, select Customer and set condition for "Sales Master Manager" based on "Creator of Document".

Steps to Follow:

1. Setup >> Permission Manager
2. Select Customer.
3. In Roles table, click on Condition for Role "Sales Master Manager".
4. To restrict based on Owner, check second option which is called "The user is the creator of the document."

Hope this helps.

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Thanks and Regards,
Umair Sayyed
www.erpnext.com

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[गंगाधर कदम]

Thank you Sir,

    As per my knowledge it will restrict customer created by others will not be visible nor customer details. I want to restrict only details. any one can see all customer list. but the customer details should not be accessible to only owner.

Regards,

Gangadhar kadam 

--
Thanks & Regards,
Mr.Gangadhar N.Kadam.
Cell: +91 9960066444
Software Engineer,
New Indictrans Technologies Pvt. Ltd., Pune

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[Anand Doshi]

Dear Gangadhar,

You can make a query report to get a list of all customers. That way, you will have a list of all customers, but the user will be able to view/edit only those records which he/she is permitted to see.

Thanks,

Anand.

[गंगाधर कदम]

Thank you Sir,

 The scenario is 

    1) I have one role partner who have permission to create,edit permission for customer .

    2) partner creates order , in order there is link for customer for this link should display all customer.

    3) In customer doctype if he search for customer all customer should be listed

    4) If partner try to open customer created by other partner it should display error message like no permission to read. how to achieve this

  Regards,

Gangadhar kadam

[Rushabh Mehta]

Gangadhar,

One solution is to create a partner Custom Field in the Customer table and then "match" (using Restrict By) the permissions based on the Partner value.

best,

Rushabh

https://erpnext.com

Twitter: @rushabh_mehta