I want to group opportunities by customer, by stage and by partner's tag. How to do that?
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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"?
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.
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.
Hello Anton, can you help me, i'm following your way but not working
2024: Fuck you Anton, you are a stupid, selfish bitch