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I want to modify CRM module in Odoo, so that customer can manage multiple lead in single form. For that I created a parent, child relationship. Both are in the same model crm.model.

    #Parent save id of child.
    parent_id = fields.Many2one('crm.lead', string="Parent Lead", ondelete="cascade")
    # Child save id of parent.
    child_ids = fields.One2many('crm.lead', 'parent_id', string="Child Lead", ondelete="cascade" )

Now, I want to write code such that, whenever user enter data into the parent lead it will auto fill into the child lead.

So far, I have tried following:

1. Add onchange function, but is executing but doesn't updating the fields i child.

        @api.onchange('child_ids','net_net_all')
        def _update_values(self):
        detail = []
        if not self.parent_id:
            partner_probability = self.probability
            self.balance = self.net_net_all
            for record in self.child_ids:
                self.balance -= record.net_net_child_all
                detail.append((0,0,{
                    'reference': self.reference,
                    'partner_id': self.partner_id,
                    'agency': self.agency,
                    'partner_contact': self.partner_contact,
                    'agency_contact': self.agency_contact,
                    'agent_commission': self.agent_commission,
                    'email_from': self.email_from,
                    'phone': self.phone,
                    'user_id': self.user_id,
                    'team_id': self.team_id,
                    'region': self.region,
                    'segement': self.segement,
                    'type_of_advertisement': self.type_of_advertisement,
                    'planned_revenue_all': record.net_net_child_all * partner_probability,
                    'planned_revenue': record.net_net_child * partner_probability,
                    }))
            return {'value' : {'child_ids' : detail}}


2. Modifying **create** function but only effecting when the lead is created and not when the lead is modifying. Also, taking much time to execute properly.

        if len(vals) == 1 and 'message_follower_ids' in vals.keys():
            for record in self.child_ids:
                record.reference = self.reference
                record.partner_id = self.partner_id
                record.agency = self.agency
                record.partner_contact = self.partner_contact
                record.agency_contact = self.agency_contact
                record.agent_commission = self.agent_commission
                record.email_from = self.email_from
                record.phone = self.phone
                record.user_id = self.user_id
                record.team_id = self.team_id
                record.region = self.region
                record.segement = self.segement
                record.type_of_advertisement = self.type_of_advertisement

Please suggest a work around.

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Best Answer

Hello Vikas

Check below link will help you.

link

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