Filter objects by user

English Forum
1

Hi guys
How can I sort all reference documents by user created them? In one window if it possible.
I need to delete some user, but I can’t, coz I need to delete all reference documents first (and I can’t find all of them). Is it possible?

2

Hello,

It is not a good practice to delete a user, in particular to be able to audit all the actions he has carried out.
It is better to archive it as follows:

Archive_User
Archive_User755×310 10.5 KB

However, if you want to delete the objects you have two fields, per object, which allow you to do so, but it will be a bit difficult because you will have to respect the referential integrity constraints. These two fields, which are valued in base with the id of the user, are the following:
Creator User: created_by
Update User: updated_by

Regards

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3

I know how to filter documents by user. But I meant something else: perhaps there is a functionality somewhere that allows you to view ALL documents that are associated with this user? In order not to filter first sales quotations, then orders, then invoices, etc.

4

Hello, you can alway use the advenced Search to create your own filters and save them.

image

But i advise you to archive data instead of delete it, in some case relations in database don’t allow deleting.

5

Yes, I know how to use filters) But I meant that maybe there is the easier way to filter ALL subjects (quotations, orders, invoices, opportunities etc) in ONE window in Axelor. Is it possible?

6

Yes there is a way to do so, it’s by using the search-view, where you define the targeted object

Here is an example: