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formio: Exclusive Forms available for Portal Users (access control by partner) #113

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bobslee opened this issue Jan 20, 2021 · 0 comments

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@bobslee
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bobslee commented Jan 20, 2021

Currently all Forms (Builders) with field portal=True are available for Users in the Portal.
There's a need for more granular control.

Backend administration / configuration:

Assign which Forms (formio.builder) are available/published for a Portal User (or it's partner).
So link between res.user or res.partner, with multiple (One2many, Many2many) formio.builder.
(Still to decide whether to link with user or partner).

Busisess logic regarding which Forms (builders) to query (search) in the Portal:

  • Either Forms (builders) can be directly linked with portal user/partner, AND / OR ...
  • Forms could be availble by the parent (commercial) partner to all child users/partner
    (IMHO we need to support both use cases)

It would be nice the implement this access control (query) with Odoo record-rules, if simple and possible.

@bobslee bobslee added the enhancement New feature or request label Jan 20, 2021
@bobslee bobslee changed the title formio: Forms available for Portal Users via assignment control (user, partner) formio: Forms available for Portal Users via access control (user, partner) Jan 20, 2021
@bobslee bobslee changed the title formio: Forms available for Portal Users via access control (user, partner) formio: Forms available for Portal Users by access control (user, partner) Jan 20, 2021
@bobslee bobslee added this to the Milestone 2 milestone May 1, 2021
@bobslee bobslee changed the title formio: Forms available for Portal Users by access control (user, partner) formio: Exclusive Forms available for Portal Users (access control by partner) May 1, 2021
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