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How can I show ALL lead stages in the Kanban view?

By
Ray Carnes
on 10/9/15, 8:35 PM 1,644 views

When looking at Leads in the Kanban view, I only see a subset of stages.

If there is at least one lead in a stage, I can see the stage.  If there are no leads in a stage, I cannot see that stage.

I want to see all stages, even if they contain no leads, so I can drag a lead to ANY stage, rather than opening it at setting it from the Form view.

0
Ray Carnes
On 10/9/15, 8:40 PM

The _read_group_stage_ids method of crm_lead decides which stages to make visible in the Kanban.

You need to override this method in your own module, removing the lines that specify to search for only the stages that match the current list of leads:

def _read_group_stage_ids(...)

....

if team_id: search_domain += ['|', ('team_ids', '=', team_id)]
search_domain += [('id', 'in', ids)] # <--- remove this line
else:
search_domain += [('id', 'in', ids)] # <--- replace this line with pass

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Asked: 10/9/15, 8:35 PM
Seen: 1644 times
Last updated: 10/9/15, 8:40 PM