I have create a custom field in the lead and want to copy to the Contact and Opportunity form.
i have try to Automation but still not work. please help to advise as am new to Odoo studio
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by mr.sotheakong@gmail.com on 08/01/2025 00:15:02
by mr.sotheakong@gmail.com on 08/01/2025 00:15:02
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Yes, you can copy the custom field value from the Lead (crm.lead) to the linked Contact (res.partner) automatically using Odoo’s Automated Actions without any external code.
Here’s exactly what you should do:
- Go to Settings > Technical > Automated Actions (enable Developer Mode if needed).
-
Create a new automated action:
- Model: Lead/Opportunity (crm.lead)
- Trigger: On Creation and On Update
- Under Action To Do, select Execute Python Code.
if record.partner_id:
record.partner_id.write({'x_custom_info': record.x_custom_info})
i hoe it is usefull
it work now, but why i can't find the custom field that i create in Lead show in Opportunity? i try to find it in Existing Field but can't find and if i create again it give other name.
Is i missing something?
To copy custom field from Lead to Contact:
- Go to Studio > CRM > Leads.
- Add same custom field in res.partner (Contacts).
- Create Automated Action on crm.lead:
- Trigger: On Update.
- Python Code:
To copy custom field to Opportunity:
No need to copy — Lead becomes Opportunity, so the field stays if present in both views.
Just ensure:
- The same custom field exists in crm.lead.
- Add it to the Opportunity form via Studio
pythonCopyEditif record.partner_id:
record.partner_id.x_custom_field = record.x_custom_field
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Go to settings>Technical>Database Structure>fields, filter on crm.lead model and search your custom filed name
Note down the field technical name, e.g. x_custom_field.
Add the field to Opportunity form view:
Go to Settings > Technical > User Interface > Views, search for crm.lead form views.
Find the one used by Opportunities. Usually, Odoo has two different views or one view with conditional groups for Lead vs Opportunity.
Edit that view to add your custom field (x_custom_field).