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How to sort and group opportunities by partner's tags?

By
Anton
on 2/27/13, 2:26 AM 2,862 views

I want to group opportunities by customer, by stage and by partner's tag. How to do that?

1
Andreas Brueckl
On 2/27/13, 6:05 AM

The group-filter in SearchViews is only possible if all desired fields are persistent in the database.

I would do this that way: Add a new function-fields with store=True to crm.lead, which returns the tags of the partner as string (e.g. 'tag1,tag2,tag3'). Then you can add a new group-filter in the searchView.

But then you always group by ALL tags! I it not possible to have an entry for each tag of the partner.

Not good news for me. Ok. How can I add this "function-fields with store=True"?

Anton
on 2/27/13, 7:23 AM

Andreas, thanks for info. I found only this possible way: I created new field x_category for lead model with many2one relation to res.partner.category. Then I added the new field to SearchViews.

Anton
on 2/27/13, 7:41 AM

But then you have to assign the categories for each lead. They are not taken from the related partner. However I am happy that you have found a solution.

Andreas Brueckl
on 2/27/13, 7:48 AM

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Asked: 2/27/13, 2:26 AM
Seen: 2862 times
Last updated: 3/16/15, 8:10 AM