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How to change the default filter without a custom module?

By
AJ Schrafel Paper Corp
on 9/20/13, 7:04 PM 3,142 views

I have a view in openERP that I would like the default filter to be something different than what it is.

In the leads menu, all leads are shown, i just want open leads to be shown, not the ones that are marked dead.

If i don't have access to putting custom modules in how can I change the default filter?

3

AJ Schrafel Paper Corp

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--AJ Schrafel Paper Corp--

Exploring OpenERP for business

AJ Schrafel Paper Corp
On 9/20/13, 7:14 PM

The default filter can be changed without custom programming, but that change will be lost if the database is updated.

First, find the name of the filter you want to apply. In this case you only want to see "open" leads.

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Second, activate developer mode. https://accounts.openerp.com/forum/Help-1/question/83

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Third, edit the action for the view you are in.

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Fourth, in the action area you will see Filters, and under filter you will see Context Value. The text in this box must have the proper grammar to work right so you must be precise.

The grammar is { "value_1":1 , "value_2":1 } if you delete the curly braces or forget a colon or comma between values, you will get an error.

Before the closing curly brace but after the last value put in , "search_default_open":1

Your context value box will looks something like - { "value_1":1 , "value_2":1, "search_default_open":1} now.

Save you changes, go to a different screen and then go back the sales > leads and you will now see the default filter applied.

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Thank you.

Karolin Ar.
on 10/8/14, 5:01 AM

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Asked: 9/20/13, 7:04 PM
Seen: 3142 times
Last updated: 3/16/15, 8:10 AM