Hello,
I want to make some fields on leads form unique for be sure not duplicate, is there an easy way to make it without add modules?
Best regards
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Hi,
As you are looking to do it from the user interface activate the debug mode and make sure that the module named(technical name) base_automation is installed in database.
Navigate to Settings -> Technical -> Automation -> Automated Action, here you can create a new record for this purpose, in the below example it is shown for preventing the duplicates in the field Email in crm.lead Model,
Give a name for the record let it be Prevent Duplicates in Lead, select the model as Lead/Opportunity, set trigger condition and in the action to do choose execute python code.
Python Code to add:
leads = model.search([('email_from', '=', record.email_from)])
if leads:
raise Warning("Email Already Exists")
Click and save record, now when you create lead with duplicated email, it will raise warning like this,
Thanks
Is there any way, that I need to allow duplicates to prevent typing Extra Info every time and but I have to block the entering same name twice.
I tried this but now any lead or opportunity gets that message even when there isn't a duplicate. using v14.
Try as follows,
leads = model.search([('email_from', '=', record.email_from)m ('id', '!=', record.id])
if leads:
raise Warning("Email Already Exists")
Hey guys!
I tried to follow these instructions here.
I have a custom filed done with studio for product shortname. Name of the field is x_studio_category_shortname_3
I tried to create an automated action.
Wathed field is - x_studio_category_shortname_3
Python code is:
category = model.search([('x_studio_category_shortname_3', '=', record.x_studio_category_shortname_3)])
if category:
raise Warning("Category Already Exists")
The warning appears only when I try to delete the category shortname.
My expectation is to raise a warning when the name is duplicated. What am I doing wrong?
I hope my explanation is not too confusing.
can make it for many field or must creat new recoerd for every field ?
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have a look at this app - https://apps.odoo.com/apps/modules/13.0/crm_duplicates/ - possible to define any stored fields as soft duplicates (just to warn) or rigid duplicate (to restrict creation)