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How to add a "Create Task" button on the lead form

on 7/31/14, 10:36 AM 1,226 views

I would like to know to add "Create Task" button on the lead/opportunities form.

I need to be able to create task easily from the form view in the same way I can log a phone call.

How do I do that ?

Thank you.


Ludo - Neobis

--Ludo - Neobis--
| 2 2 5
Hoogvliet, Netherlands
--Ludo - Neobis--


Ludo - Neobis
On 7/31/14, 11:28 AM

You will need a custom module for that. You can then intherit the form and create a button which calls a method. This methd creates a task. You can just use the create method for that, like so:

self.pool.get('project.task').create(cr, uid, your_values)

If you need a link back, you might want to consided extending crm.lead with a one2many field that contains all the tasks created for this lead.

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Asked: 7/31/14, 10:36 AM
Seen: 1226 times
Last updated: 3/16/15, 8:10 AM