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Create "Next Activity" In Lead Form
I would like to create a Next Activity field in the lead form, just as there is a "Next Activity" in the Opportunities screen. The goal is to allow sales people to schedule next activity for leads just like you can with opportunities. I cannot seem to find the form to view to edit the Lead form and add a field like this. Does anyone have any advise?
Thank you for the help Jeremy. That view is not available in Enterprise V9, but I was able to solve the issue by doing the following:
Turn on Developer Mode > Go to Sales > Leads, Open Lead in Edit view, Click Edit View in the bottom developer tab and
ADD FOLLOWING TO EDIT VIEW IN LEADS FORM:
<group>
<field name="last_activity_id" invisible="1"/>
<label for="next_activity_id"/>
<div>
<div class="o_row">
<field name="next_activity_id" options="{'no_create': True, 'no_open': True}" domain="['|',('team_id','=',False),('team_id','=',team_id)]" on_change="onchange_next_activity_id(next_activity_id)"/>
<span class="oe_form_field" attrs="{'invisible': ['|', ('next_activity_id', '=', False), ('date_action', '=', False)]}"> on </span>
<field name="date_action" attrs="{'invisible': [('next_activity_id', '=', False)]}" placeholder="Choose a date..."/>
<div attrs="{'invisible': ['|', ('last_activity_id', '=', False), ('next_activity_id', '!=', False)]}">
<button name="log_next_activity_1" type="object" class="btn-link" attrs="{'invisible': [('next_activity_1','=',False)]}">
<field name="next_activity_1" readonly="1"/>
</button>
<span attrs="{'invisible': [('next_activity_2','=',False)]}">|</span>
<button name="log_next_activity_2" type="object" class="btn-link" attrs="{'invisible': [('next_activity_2','=',False)]}">
<field name="next_activity_2" readonly="1"/>
</button>
<span attrs="{'invisible': [('next_activity_3','=',False)]}">|</span>
<button name="log_next_activity_3" type="object" class="btn-link" attrs="{'invisible': [('next_activity_3','=',False)]}">
<field name="next_activity_3" readonly="1"/>
</button>
</div>
</div>
<div class="o_row">
<field name="title_action" placeholder="e.g. Discuss proposal" attrs="{'invisible': [('next_activity_id', '=', False)]}"/>
<div attrs="{'invisible': [('next_activity_id', '=', False)]}">
<button name="log_next_activity_done" string="Done" type="object" class="btn-link"/>
<button name="cancel_next_activity" string="Cancel" type="object" class="btn-link"/>
</div>
</div>
</div>
<field name="date_deadline"/>
</group>
To also add this information to the list view for leads, I did the same thing when in the List view:
ADD FOLLOWING TO LIST VIEW FOR LEADS
<field name="next_activity_id"/>
<field name="title_action"/>
<field name="date_action"/>
Perfect! Thank you! This works well in Community 9 as well.
Lead Form View Name: CRM - Leads Form
Lead List View Name: Leads
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| Asked: 6/16/16, 12:15 PM |
| Seen: 980 times |
| Last updated: 9/29/16, 8:39 PM |
You can take a look in view : crm_case_form_view_oppor and try to do it in crm_case_form_view_leads.
The field is next_activity_id and date action ...