Skip to Content
Menu
This question has been flagged
1 Reply
4466 Views

If i selecting customer means that search able box automatically its a customer, at a same time in CRM Lead i need filter as stage wise in List view. How can i do this help me experts.

Avatar
Discard
Best Answer

In search view of Leads, In group by section, Add new attribute name="stage_id" in Stage filter line and add that stage_id in Action of Lead in context like this:

<field name="context">{'default_type':'lead', 'stage_type':'lead', 'search_default_stage_id':1}

After making these both changes, Update crm module and check. It should work.

Thanks, Priyesh Solanki

Avatar
Discard
Author

thanks... @ Priyesh Solanki, this changes is making in crm.py and crm_view.xml right

crm_lead_view.xml to improve search view and crm_lead_menu.xml to improve action for passing context.

Author

i making changes in crm_lead._view.xml but it making XMLSyntaxError: attributes construct error, line 333, column 32

in crm_lead_view.xml, there is a "Group By .." section around line no. 352 and in that section, you will find the filter for stage_id, starting with this <filter string="Stage"... > , you need to add name="stage_id" in that line like this: <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/>

Author

It is not working one more stage added in the group view but default stage is not come.

Means after making these both changes, when you open Leads, Is it not coming by default Stage wise ?

Author

<group expand="0" string="Group By..."> <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/> <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/> <filter string="Team" domain="[]" context="{'group_by':'section_id'}"/> <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>

Author

i want without selection of stages automatically display in list view is it possible.

you did wrong thing! In Group by , You need to add that line by replacing the existing one, Here in code, I can see it twice. In action window, you need to pass the context , i specified in answer, by replacing the existing one. After making these both changes, Update your module and check it.

Author

<group expand="0" string="Group By..."> <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/> this line for stage will come forward correct. then where is the code for default display in lead list view.

in crm_lead_menu.xml, There is an action, created for leads at the starting. In that action, There is a context passed by default and that you need to replace with my context, described in answer.

Author

please tel where i replace where is the code please paste here...

in crm_lead_menu.xml, in action of Leads, replace the context with this: <field name="context">{ 'default_type':'lead', 'stage_type':'lead', 'search_default_stage_id':1, } </field>

Author

s got it it is working perfectly thank u lot

line no 12 in crm_lead_menu.xml

Good luck and enjoy! :)

Related Posts Replies Views Activity
1
Mar 15
5278
2
Mar 15
5355
1
Mar 15
5212
2
May 25
1250
1
Apr 25
1147