Hello Team!
I’m exploring Frappe for erp solutions. We already have some financial systems being supported in Odoo which we were looking to migrate to Frappe.
I wanted to know if we have something like ‘Record Rules’ supported in Frappe. As suggested in the existing answers ( Salary Slip is Showing to other employees), it would be a very tedious task to set join conditions everytime on each table. We have several departments and different User Roles filtered based on department, cashflows, etc.
It’d be very handy to have a predefined template for defining record rules. Something like this
I was wondering if we have an easy solution for this? Open to 3rd party codes or workarounds as well : )
Thank You.
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Hello
In the ERPNext, There is a Role Profile list in which you can create a predefined rule profile. Also Module Profile list in which you can create a predefined module profile.
Later, On the time of User creation you will only select the Rule Profile and rule will be applied. Same process for modules
Hello Naveed,
Thanks for replying. I have gone through the Role Profile list and believe it gives more on terms of accessibility management on the modules and operations. I’m looking for specific way to manage accessibility of records of doctypes.
Say for example, I would want ‘sales specialist’ to view only his sale region records and that too of ‘only’ high value whereas a sales employee of that region would be shown records of low value as well as high value in the same doctype. There are numerous such cases that needs to be handled.
Earlier in the counterpart of Odoo framework, we were using Record rules which came in very very handy. I’m posting links for more clear explanations for reference:
- Odoo Record Rules – Odoo tricks and tips
- https://www.cybrosys.com/blog/record-rules-in-odoo-15
I was wondering if anybody has come across such use cases and how’d they handle… Any suggestions are welcome. Thank you : )
