Restrict User Selection to Internal Users

Limit user selection to internal users only when assigning a count.
December 30, 2024 by
Restrict User Selection to Internal Users
Silverdale Technology, Somroo Hassaan
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In many cases, a Many2One relation field connected to the res.users model shows all users, including external and portal users. However, this can cause confusion or lead to incorrect selections when only internal users (those working within the company) should be selectable.

The Restrict User Selection to Internal Users feature addresses this issue by adding a domain filter on the Many2One fields. The filter ensures that only users with the internal user type are displayed in the selection list. By restricting the selection, this feature enhances data accuracy and prevents the wrong users (such as external customers or portal users) from being assigned to internal processes or tasks.

This functionality is particularly useful in scenarios where internal users need to be assigned specific tasks, approvals, or workflows, ensuring that the correct user types are selected every time.

Key Benefits:

  1. Improved Data Accuracy: Ensures that only internal users are selectable in relevant Many2One fields, preventing incorrect user assignments.
  2. Simplified User Selection: Reduces the number of irrelevant users shown in the selection list, making it easier for users to find the right internal contact.
  3. Controlled Access: Ensures that sensitive tasks or processes are only assigned to internal users, maintaining security and workflow integrity.
  4. Customizable: Can be applied to any Many2One field that references the res.users model, making it flexible for various business needs.

Example Use Case:

A business using Odoo for project management needs to assign tasks to internal users only. With the Restrict User Selection to Internal Users feature, the Assigned To field (a Many2One relation to res.users) now only shows internal employees, preventing the accidental assignment of tasks to external or portal users. This ensures that only authorized internal users are assigned critical tasks.

Conclusion:

The Restrict User Selection to Internal Users feature enhances data integrity by limiting user selection in Many2One fields to internal users only. By improving the relevance and accuracy of user selection, businesses can streamline their workflows and ensure that sensitive tasks are managed by the appropriate personnel. This feature is essential for businesses that rely on internal user management for task assignment and approvals.

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