Hi @nhatnghetinh, thank you for that. When it comes to sales orders they will only have access to view. Someone else will process the quote to a sales order. That person will need access to both the current SO module and the one that I create will that still work if you know?
@SunnyM one thing i’ve done on the construction side was create a saved filter using the @me function. you could do this for both the sales quote and sales order screens. it will show up as a filter on the top of the page and users can go directly to their tab to view only their SO and sales quotes.
this was something that already existed in the sales demo, here’s what the sales quote inquiry looks like and i’ll include the Sales Orders one right after:
the “my sales order” tab using the created by property but from experience, I know the created by and owners can be different. You can add conditions related to order type or statuses, depending on what your business needs are!
@SunnyM You could incorporate the condition into the GI itself, but unfortunately it would apply to everyone. If you wanted someone who could be able to see all the orders, you’d have to have a separate GI that the restricted users don’t have access to.
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