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  1. APPS
  2. Extra Tools
  3. SCS User Wise Export Template v 19.0
  4. Sales Conditions FAQ

SCS User Wise Export Template

by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo

$ 17.23

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 112
Technical Name scs_user_wise_export_template
LicenseLGPL-3
Websitehttps://www.serpentcs.com
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 112
Technical Name scs_user_wise_export_template
LicenseLGPL-3
Websitehttps://www.serpentcs.com
Versions 17.0 18.0 19.0
Product Logo
SerpentCS Logo

SCS User Wise Export Template Management

SCS User Wise Export Template Management is a lightweight utility module that enhances the default export functionality by introducing user and group based access control for export templates. In standard Odoo, export templates created by users can sometimes be visible to other users without restriction. This module improves data privacy by ensuring that export templates are visible only to the user who created them or to users and groups explicitly granted access. The module extends the core export models (ir.exports and ir.exports.line) by adding Many2many fields for users and groups and implementing record rules to control template visibility. It also introduces a dedicated Template Export Administrator group that allows authorized administrators to view and manage all export templates created across the system. Additionally, the module provides a menu under the Settings section to easily manage export templates, assign users or groups, and review template configurations. This solution is particularly useful for organizations with multiple users where export configurations need controlled visibility while still allowing administrators full system oversight.

  • Features
  • Screenshots
  • User Guide
  • FAQs

Highlighted Features

User Wise Export Template Visibility

Export templates are restricted to the user who created them. This ensures that users can only access and use their own export configurations, improving privacy and preventing confusion between different user templates.

Share Templates with Specific Users

Export templates can be shared with selected users using a user-based access configuration. This allows collaboration by giving access only to the required users instead of exposing templates to everyone.

Group Based Template Access

Templates can be assigned to specific user groups. Any user belonging to those groups will automatically gain access to the shared export templates, making it easier to manage permissions for teams.

Export Template Administrator

A dedicated Template Export Administrator group is introduced. Users assigned to this group can view and manage all export templates created by any user in the system.

Secure Record Rule Implementation

Advanced record rules ensure that export templates are visible only to authorized users, based on creator, assigned users, or assigned groups, maintaining strict data access control.

Centralized Export Template Management

A dedicated menu is added under Settings where administrators can easily view, manage, and configure export templates along with user and group access permissions.

Detailed Features

User Wise Export Template Visibility

This module ensures that export templates are visible only to the user who created them. It prevents other users from accessing templates that are not intended for them, improving privacy and avoiding confusion in multi-user environments.

Share Export Templates with Specific Users

Users can share export templates with selected users. This allows multiple users to access and use the same export configuration when collaboration is required.

Group Based Template Access

Export templates can be assigned to specific user groups. All users belonging to those groups will automatically have access to the shared templates, making permission management easier for teams.

Template Export Administrator Access

A dedicated Template Export Administrator group is introduced. Users assigned to this group can view and manage all export templates created by any user in the system.

Secure Record Rule Based Access Control

The module implements record rules to ensure secure access control. Users can only view templates that they created or templates shared with their users or groups.

Centralized Export Template Management

Administrators can manage all export templates from a dedicated menu under Settings. This allows easy viewing, editing, and assigning access permissions to users and groups.

Screenshots

Template Export Administrator Access Rights

Path :- Settings → Users & Companies → Users → Access Rights

This screen shows the access rights configuration for a user where the Template Export Administrator role is assigned. Users who are granted this role gain full access to all export templates available in the system. Unlike regular users who can only see templates they created or templates shared with them, the Template Export Administrator can view and manage every export template regardless of the creator. This role is useful for system administrators who need centralized control and visibility over all export configurations created by different users.

Centralized Export Template Management

Path :- Settings → Export Templates

This screen displays the Export Templates list view where all export templates can be managed from a centralized location. The list shows important information such as the Export Name, Resource (model), Created By, and Created On. Administrators can easily review existing templates, create new ones, and manage access permissions. With the user-wise security rules implemented in this module, normal users will only see templates they created or templates shared with them, while users with the Template Export Administrator role can view and manage all export templates across the system.

Configure Export Template Access and Fields

Path :- Configure Export Template Access and Fields

This screen shows the Export Template form view, where administrators can configure access permissions and manage the fields included in the export template. The Allowed Users section allows specific users to access and use the template, while the Allowed Groups section enables sharing the template with entire user groups. This ensures controlled access to export configurations across the system. Additionally, the Export Fields section lists all the fields that will be included when the template is used for exporting records. By defining users, groups, and export fields in one place, the module provides a flexible and secure way to manage reusable export templates in Odoo.

User Guide

Complete Workflow of User Wise Export Template

1.This module enhances the standard Odoo export functionality by introducing user-wise and group-wise access control for export templates. When a user creates an export template from any list view using the Export option, the template is saved with the creator information. By default, the template will only be visible to the user who created it.

2.For example, go to Sales → Orders → Quotations / Orders, open the list view, select one or more records, and click on Action → Export. From the export window, select the required fields and create a new export template by giving it a name and saving it. Once the template is saved, it will appear in the export template list.

3.Administrators can manage these templates from Settings → Export Templates, where they can view all created templates and configure access permissions. In the template form, administrators can assign Allowed Users to share the template with specific users or define Allowed Groups to provide access to all users belonging to those groups.

4.Regular users will only be able to see templates that they created or templates that are shared with them through users or groups. They will not see templates created by other users unless access is granted.

5.Additionally, the module introduces a Template Export Administrator role. Users assigned to this role can view and manage all export templates created by any user in the system. This ensures administrators always have complete visibility and control over export configurations.

FAQ

May I install the app on my Odoo Online (SaaS) database?

No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.

Can I try the app before purchasing?

In many cases, yes. We offer Demo videos, Screenshots, Live demo links (for selected apps) If you need a personalized demo, you can contact our support team.

What if I need any additional customization or extra feature with this addon?

We request you contact our team via contact@serpentcs.com to discuss the features and customization required so that we can provide you assistance with your request.

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