Hi everyone,
We’re using ERPNext v16 and have a permission issue with Opportunities that works differently than in v15.
Setup:
User role: Sales User
Permission rule on Opportunity (main doctype): Read permission with “Only If Creator” checked
We use the Assign To feature to assign Opportunities to other Sales Users
Expected behavior (works in v15):
When a Sales User is assigned an Opportunity (not the creator), they can see both the main form AND all child tables (e.g., Opportunity Item)
Actual behavior (v16):
The assigned user can open the Opportunity and see main form fields
But child tables are completely empty/not visible
No error message, just no data shown
What we’ve confirmed:
Child table permissions are inherited from parent (we cannot set separate rules on child tables)
The user has all necessary permissions on the parent doctype
The issue only occurs when “Only If Creator” is checked on the parent permission rule
If we remove “Only If Creator”, everyone can see everything (not what we want)
Our question:
Is this a bug in v16 or intended behavior? If intended, how can we configure permissions so that:
Only creators can see Opportunities by default
When an Opportunity is assigned to another user via Assign To, that user can see full details including child tables
We need this to work exactly like it did in v15. Any help would be appreciated.