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How to remove kanban view in Opportunity form

By
sridhar
on 9/5/13, 8:13 AM 3,051 views

I want to remove Kanban view from the Opportunities form, anybody help me...

Jst comment the crm_case_kanban_view_leads from crm_lead_view.xml

priyanka
on 9/5/13, 9:13 AM

Just to be sure: You're talking about the view icons in the upper right corner of opportunities' form view. There are by default icons for kanabn, tree, graph, form and calendar view. Is this correct?

initOS GmbH, Katja Matthes
on 9/6/13, 8:54 AM

Yes correct i want to remove Kanban view icon it.

sridhar
on 9/6/13, 11:44 AM
3
Katja Matthes
On 9/5/13, 12:28 PM

1. Way: Use the Backend

  • Go to Settings > Technical > Actions > Window Actions. (Technical Features must be activated.)
  • Search for Opportunities as Action Name and edit it. (Maybe there are more than one entry. Sorry, you have to try which of them is the right one.)
  • Remove kanban in View Mode-List
  • Remove the kanban view from the view list (at the buttom of the form).

2. Way: Code it

The Window Action your are looking for is a record in crm_lead_menu.xml. To customize the Window Action you can simply override the corresponding record, e.g. in a new module.

Write a xml-file in your module (e.g. crm_lead_menu.xml) with the following code:

<?xml version="1.0" encoding="UTF-8"?>
<openerp>
    <data>
        <!-- remove kanban view from view mode list -->
        <record model="ir.actions.act_window" id="crm.crm_case_category_act_oppor11">
            <field name="view_mode">tree,graph,form,calendar</field>
        </record>

        <!-- create a dummy window action -->
        <record model="ir.actions.act_window" id="dummy_or_whatever_you_want">
            <field name="name">Dummy</field>
            <field name="res_model">crm.lead</field>
            <field name="view_mode">kanban</field>
            <field name="context">{}</field>
        </record>

        <!-- connect kanban view action to dummy window action -->
        <record model="ir.actions.act_window.view" id="crm.action_crm_tag_kanban_view_oppor11">
            <field name="act_window_id" ref="dummy_or_whatever_you_want"/>
        </record>
    </data>
</openerp>

Make sure that your module depends on crm and to include your xml-file in the module's __openerp__.py.

Remark: It would be easier to remove the whole record with the id "crm.action_crm_tag_kanban_view_oppor11". However I dont't get this to work. Instead I created a dummy window action (which do nothing) and point the view action to this (dummy) one.

Thats all. Hope it will help you.

Thanks for reply, it is not working, how to solve this.

sridhar
on 9/6/13, 2:55 AM

If you want help, you have to give some more information about your problem. E.g. which way do you prefer: the coding way or changing some settings in the backend? Explain what you tried ;)

initOS GmbH, Katja Matthes
on 9/6/13, 4:18 AM

First I inherit the Crm_lead_view.xml and try to hide but not working, and ur way i tried it is also not working, i want to done only in a code level... my skype id is gsridharopenerp

sridhar
on 9/6/13, 4:31 AM

I found the problem. My solution works fine for removing the calendar view. (That was my original problem.) It doesn't work for kanban because a specific view action for kanban view is defined. (There's none for calendar view.) You have to remove this kanban view for the window action. I updatet my answer. Now it should work.

initOS GmbH, Katja Matthes
on 9/9/13, 9:12 AM

yes it is working. Thank you.

sridhar
on 9/10/13, 2:48 AM
0
priyanka
On 9/5/13, 9:13 AM

Jst comment the crm_case_kanban_view_leads from crm_lead_view.xml

Thanks for reply, I am not doing the base file, now i inherit that file, it is not working. How to do in Inherit view..

sridhar
on 9/5/13, 9:31 AM

provide your inherited view

Gopakumar N G
on 9/9/13, 10:29 AM

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Asked: 9/5/13, 8:13 AM
Seen: 3051 times
Last updated: 3/16/15, 8:10 AM