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How to manage opportunitie stages in 7.0 ?

crm
By
Farid Ghanchi
on 6/1/13, 4:42 AM 973 views

I have changing stages, So I have changing the state[available_state] in crm.py [New/Qualification/level1/level2/Won/Lost].

when any opportunity changing the stages so only current stage is display in header statusbar.

link:View image

Suppose we change the state:

                  new ==> Qualification [only see Qualification]
                  Qualification ==> level1 [only see level1]
                  level1 ==> level2 [only see level2] 
                  level2 ==> won [only see Won]
                  any state ==> lost [only see lost]

I need a display all stages [New/Qualification/level1/level2/Won/Lost].

Here is Screenshot: http://oi40.tinypic.com/5ujlvc.jpg

Farid Ghanchi
on 6/1/13, 4:45 AM

Had the same problem which drove me crazy. Go to settings/User Interface/views and search for views with "opportunities". Edit the one that has external id 'crm.crm_case_form_view_oppor'. Change the line that reads:<field name="stage_id" widget="statusbar" clickable="True"/> into: <field name="stage_id" widget="statusbar" clickable="True" domain="['&', '|', ('case_default', '=', True), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]" on_change="onchange_stage_id(stage_id)"/>. Don't know how I got to the problem but this fixed it...

Jan Stevens
on 6/7/13, 7:16 PM

Yes set a default section_id

Farid Ghanchi
on 6/8/13, 5:37 AM

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Asked: 6/1/13, 4:42 AM
Seen: 973 times
Last updated: 3/16/15, 8:10 AM