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Whenever a user is trying to search sale order, quotation, lead, contract or invoice (in the top right corner), as the typing goes on the suggestions are shown for both customers and contacts within this company. In our installation we are looking for limiting that search to show only companies, which have is_company set to true. Any idea how to approach that?
Make sure you are logged in as a user with administration rights and technical features activated.
Go to: Settings -> Technical -> User Interface -> Views
Search for the view with view type 'Search' and for the object you want to change the search behaviour (in your case that might be sale.order or quotation, etc)
Duplicate the view and edit it:
- Change the View Name (to whatever you like)
- Set Inherited View to the exact view you just duplicated
Edit the Architecture as follows:
- Add a xpath tag arround the outer <search> tag with expr="/search" and position="replace".
- Add a domain attribute inside the field tag for those fields you want to change the behaviour.
Example for Partner Search View:
<?xml version="1.0"?> <xpath expr="/search" position="replace"> <search string="Search Partner"> <field name="name" string="Name" domain="[('is_company','=',True),]" filter_domain="['|','|',('name','ilike',self),('parent_id','ilike',self),('ref','=',self)]"/> ... other fields and filters ... </search> </xpath>
- Save the new View and try it.
You might find the documentation helpful.
In Default Sale order search view the below code used:-
<field name="partner_id" filter_domain="[('partner_id', 'child_of', self)]"/>
Based on your requirement inherit search view and add the domain:-
<field name="partner_id" domain="[('is_company','=',True)]" filter_domain="[('partner_id', 'child_of', self)]"/>
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|Asked: 3/5/14, 8:17 AM|
|Seen: 1436 times|
|Last updated: 3/16/15, 8:10 AM|