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make field readonly once the satge reaches to Qualified and onwards

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This question has been flagged
crmviewsstagesreadonlyV17
3 Replies
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Vikas Maharana

Hi Everyone,

I want to make customer, email, phone fields not editable on Qualified Stage onwards.
how can I do this?


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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

We can make fields readonly directly through the XML file itself.
To do this, inherit the form view 'crm.crm_lead_view_form' and set the 'readonly' attribute for the desired fields.

Refer to the below code:

    <xpath expr="//group[@name='opportunity_partner']/field[@name='partner_id']" position="attributes">
<attribute name="readonly">stage_id != %(crm.stage_lead1)d</attribute>
    </xpath>


Similarly, you can do it for the other 2 fields.

Hope it helps.


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Kiran K
Best Answer

Hi Vikas ,

You can achieve this using Odoo Studio as well.



Hope it helps,
Kiran K

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Nikhil Nakrani
Best Answer

Hi Vikas,

Use is_stage_qualified field through condition in your crm view of specific field  readonly.

Thanks.

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Vikas Maharana
Author

can't we do it through XML?

Vikas Maharana
Author

will it ok
<xpath expr="//field[@name='partner_id']" position="attributes">
<attribute name="reaonly">stage_id == ['Qualified']</attribute>
</xpath>

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