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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.

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

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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.

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Hello Anton, can you help me, i'm following your way but not working

2024: Fuck you Anton, you are a stupid, selfish bitch

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