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Ray Carnes United States

--Ray Carnes--
21559
| 10 7 11
Greater Los Angeles, United States
--Ray Carnes--

Business Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0, 11.0 and 12.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes United States
3/13/13, 7:08 PM

Group By... options are created in the XML definition of the Search view.


First, collect some information you will need:

  • Make sure you are in Developer mode (1) and your user is in the group Technical Features (2)

  • Navigate the menu sequence

    Sales -> Customers

  • From the Debug View# menu, select Edit Search View

  • In the window that pops up, you can see the definition of the base view, including the <group> tag at the bottom containing Salesperson, Company and Country. (Technically you could edit this view, but the next time you upgraded the module, or upgraded the software, your edits would be overwritten)

  • Note the name of this view - res.partner.select - and the object is is defined for - res.partner - and close the window.


Now, you need to make your own view that inherits the view you found and adds to it.

  • Navigate the menu sequence

    Settings -> User Interface -> Views

  • Find any Search view, open it and click Duplicate from the More menu.

  • Name the view. Something like custom.res.partner.groupbystate for example.

  • The Object is res.partner and the Inherited View is res.partner.select

  • Your XML will look like this:

<?xml version="1.0"?>

<filter string="Country" position="after">

<filter string="State" context="{'group_by': 'state_id'}"/>

</filter>

  • Save your new view

  • Navigate the menu sequence

    Sales -> Customers

  • Click Advanced Search to see the new Group by option


For more information:

(1) https://accounts.openerp.com/forum/Help-1/question/83/

(2) https://accounts.openerp.com/forum/Help-1/question/1276

2 Comments
Gilles Lehoux Canada
2/6/14, 11:59 PM

I wish I could give more up-votes. Terrific answer. Thank you.

Travis Waelbroeck United States
5/13/16, 3:44 PM

Great answer, Ray. It's worth noting that if you want to group by a custom field **on a report** that does not exist in the report model, you will have to add it. See my gist where I add a field to the Group by... options for the Sales Analysis Report. https://gist.github.com/travs-w/f75719c0c33488da874333ac36ff4fe1

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Cyril Gaspard (GEM) France

--Cyril Gaspard (GEM)--
4364
| 6 6 10
Paris, France
--Cyril Gaspard (GEM)--

Forum contributor since 2008

Rank #1 on first OpenERP forum

OpenERP award "Top Contributor" 2011, for my actions on forum

Odoo forum moderator


Cyril Gaspard (GEM) France
3/13/13, 6:14 PM

Hi,

on the search box on the top right add you word to filter (the name of one of field displayed as a column in the tree or of table), you will have a list which propose you to do a search or a filter, choose filter, filter is done in the view, now you just have to save your filter to add it in the list, just click on the top right of the search box, on the right of "x" ( x is the button to delete your search), in section "personnal filter, give the name of filter and save just for you or for all users).

Bye

1 Comment
Gilles Lehoux Canada
3/13/13, 6:39 PM

"Filter" and "Group by" are different. This is a question about "Group by".

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