I would like to know to add a "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 ?
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.
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 7/31/14, 10:36 AM|
|Seen: 1350 times|
|Last updated: 3/16/15, 8:10 AM|