Skip to Content

Welcome!

Share and discuss the best content and new marketing ideas, build your professional profile and become a better marketer together.

Sign up

This question has been flagged

Record Rules and Data Visibility

Overview

Record rules determine which records a user can access within a model.

Purpose & Use Case

  • Isolate data by company or project
  • Restrict visibility to owned records
  • Protect sensitive information

How It Works in Odoo

Record rules apply domain filters based on user context and group membership.

Common Issues

  • Overly restrictive rules blocking workflows
  • Conflicting rules across multiple groups

Limitations

Improperly designed rules can impact performance and usability.

When to Consider Professional Assistance

Complex record rule logic often requires professional design and testing.

<p>Related: <a href="/forum/community-help-3/understanding-odoo-security-fundamentals-97">Understanding Odoo Security Fundamentals</a>, <a href="/forum/community-help-3/record-rules-and-data-visibility-100">Record Rules and Data Visibility</a>.</p>
Avatar
Discard
Related Posts Replies Views Activity
0
Jan 26
16
0
Jan 26
17
0
Jan 26
11
0
Jan 26
12
0
Jan 26
11