Advanced Many2one Restrictions | Disable Create, Edit & Open on Dropdowns
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 12.01
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Technical Name |
many2one_restrict_create_edit |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Advanced Many2one Restrictions | Disable Create, Edit & Open on Dropdowns
One of the most common challenges in a growing ERP environment is maintaining clean and
accurate master data. By default, Many2one fields allow users to "Create" or "Create and
Edit" records on the fly. While convenient, this often leads to a cluttered database filled
with duplicate partners, incorrectly categorized products, and inconsistent data entries
that make reporting a nightmare.
Advanced Many2one Restrictions empowers you to solve this problem at the UI level. It
provides a granular, group-based mechanism to disable these "Quick Create" and "Open Record"
actions, ensuring your team follows established data entry protocols without impacting their
ability to view and use existing information.
Advanced Many2one Restrictions | Disable Create, Edit & Open on Dropdowns
Product Overview
▶ Watch Module Demo
See how Advanced Many2one Restrictions | Disable Create, Edit & Open on Dropdowns works.
Features
Disable 'Create', 'Create & Edit', and 'Quick Create' options in Many2one dropdowns.
Prevent accidental or unauthorized creation of new records to keep your database clean.
Remove the external link icon to prevent users from navigating to related record details.
Dynamically apply or remove restrictions by assigning users to specific security groups.
Enforce restrictions across Sales, Purchase, Inventory, Accounting, and Product forms.
Fields remain fully visible for selection; only modification actions are restricted.
Configuration
Support
FAQs
Configure User-Based Restrictions
After activating the module, go to Settings > Users & Companies > Users and open the user you want to restrict.
Here, we select Mitchell Admin and enable the required options, such as Sales Restriction and Products & Product Variants Restriction.
Once enabled, the related Many2one fields will be restricted for this user, preventing create or edit actions while keeping record selection available.
Restriction in Sale Order Flow
Since the user is restricted for Sales and Products & Product Variants, navigate to the Sales app and try to create a new Quotation.
When selecting a Customer, the Create and Create & Edit options are no longer available in the dropdown. This confirms that the restriction is successfully applied and the user can only select existing records.
Restriction on Product Form Fields
From the Sales app, open Products and navigate to the Inventory tab. Under the Responsible field, try to add "Roman".
You will notice that the Create and Create & Edit options are not available. This confirms that important Many2one fields are correctly restricted, allowing only existing records to be selected.
Inventory Module Restrictions Applied
The user is now restricted on important Many2one fields within the
Inventory module.
As a result, the user can select existing records but cannot create,
edit, or open new records from the dropdown fields.
Inventory Operations Restrictions
Now go to Inventory > Operations > Receipts and open an
existing receipt (or create a new one).
When trying to select values for Operation Type, Source Location,
Destination Location, or Product under the Operations tab, you will
notice that the Create and Create & Edit options are not available.
This confirms that key Many2one fields in Inventory operations are successfully restricted for the user.
Invoice Module Restrictions
As shown in the image, the user is restricted in the Invoices module.
Invoice-Level Field Restrictions
After applying the restrictions, go to Invoices and open an existing
invoice (or create a new one).
When attempting to add or change values, you will see that Create
and Create& Edit options are not available. Key fields such as Customer,
Product, and Salesperson are restricted, allowing only selection of existing
records.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
Yes. Restrictions are applied on a per-user basis via toggles in Settings > Users & Companies > Users.
No. All restricted fields remain visible, only the create/edit options are disabled.
Yes. You can enable multiple toggles for the same user to restrict fields across different modules.
No. This module only restricts Many2one field actions and does not change any underlying user permissions or security groups.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Technical Name |
many2one_restrict_create_edit |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
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