Hi, I applied the lead user permission on a user, It works fine. But when I applied the quotatin user permission, and want to create the quotation from the lead, it gives the error i.e. insufficient permission for quotation.
Both the user permission are shown in the below images.
How can I resolve the issue?
@Sachin_Jaiswal U can use the permission query from the server script and write the permission query
Please check this.
Thanks for your reply. but my issue is related to quotatin creation form lead document. lead user permission is applied and works fine, but when i apply quotation user permission as shown in thte image, then the user is not able to create the quotation from lead document.
Hi @Sachin_Jaiswal:
If you need that “anju@…” just can access to his own quotations … use Permission Manager and check “Only if creator” option.
Maybe I missunderstanding what are you trying to achieve …
Hi, the scenario is “Anju@…” is the manager and she has some of the team member. I just want that anju can only see the documents of her team member like lead, quotation, sales order etc.
But as i said in the earlier post, when I create a user permission of lead on anju, it works fine, but as soon as I create user permission of quotation on anju, she is not able to create the quotations from leads and when she tries to do that an error occured that says insufficient permission for quotation.
How to resolve this issue, Please help me out.
@Sachin_Jaiswal U can only write the permission query from hooks for lead and quotation both doctype with your particular condition then it will work for create quotation from lead
Please share your permission query condition so i will write sample code for you so can u share your condition for both doctype
Check the user permissions for both “Lead” and “Quotation” objects. Ensure that Anju has the necessary permissions (like read, write, create) for both of these objects.
She has the full acees of these objects.
Actually, I am not a developer. So I cannot make any changes in the codes.
