#Server ACtion<record id="action_your_pipeline" model="ir.actions.server">
<field name="name">My Pipeline</field>
<field name="model_id" ref="crm.model_crm_team"/>
<field name="state">code</field>
<field name="code">action = model.action_your_pipeline()</field>
<field eval="True" name="condition"/>
</record>
#Window ACtion
<record model="ir.actions.act_window" id="crm_lead_opportunities_tree_view">
<field name="name">Your Pipeline</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{
'default_type': 'opportunity',
'default_user_id': uid,
'search_default_assigned_to_me': 1,
}</field>
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_oppor')}),
(0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
(0, 0, {'view_mode': 'kanban', 'view_id': ref('crm_case_kanban_view_leads')}),
(0, 0, {'view_mode': 'calendar'}),
(0, 0, {'view_mode': 'pivot'}),
(0, 0, {'view_mode': 'graph'})]"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help" type="html">
<p>
Odoo helps you keep track of your sales pipeline to follow
up potential sales and better forecast your future revenues.
</p><p>
You will be able to plan meetings and phone calls from
opportunities, convert them into quotations, attach related
documents, track all discussions, and much more.
</p>
</field>
</record>
#Menuitems
<menuitem
id="menu_crm_opportunities"
action="action_your_pipeline"
parent="sales_team.menu_sales"
sequence="4"/>
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
2923
Views
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign upRelated Posts | Replies | Views | Activity | |
---|---|---|---|---|
|
1
Apr 20
|
3412 | ||
|
0
Jul 18
|
1816 | ||
|
2
Sep 17
|
2300 | ||
|
5
Jul 24
|
12067 | ||
|
1
Jun 24
|
249 |
Server Action in Odoo: http://learnopenerp.blogspot.com/2020/01/odoo-server-action.html