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Default language and salesperson when creating a client?

Maxime Deuse
on 10/24/14, 4:48 AM 1,237 views


I want to append a default client language and designated salesperson automatically depending on who creates the client.

To illustrate my point : Let's say I have two salespersons Gilbert (a French speaking salesperson) and Jan (a Dutch speaking salesperson). I want that when Gilbert creates a client he is automatically appended as the salesperson responsible for the Client and that the language of the client is set to french. On the otherside when Jan creates a client I want him to be appended as salesperson responsible for the client and I want the clients default language to be set in Dutch.

Is there a module that does that? Or can I configure it into OpenERP? I would rather not code it into my OpenERP instance.

Thank you in advance.

Maxime Deuse
On 10/24/14, 6:22 AM

I found a solution to my problem.

It is possible to set this in settings->actions->User-defined actions.

For the default language create a new action :

  • Name : lang (the field of the res.partner module which we want to change)
  • Model Name : res.partner
  • User : Gilbert
  • In the box beneath Model : fr_Be (my language code)

For the default salesperson create a new action :

  • Name : user_id
  • Model Name : res.partner
  • User : Gilbert
  • In the box beneath Model : 5 (The id of Gilbert : we can get it by exporting the users as a csv)

I hope this helped someone else.

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Asked: 10/24/14, 4:48 AM
Seen: 1237 times
Last updated: 3/16/15, 8:10 AM