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In Lead list view Search box i want stage wise without selection

on 5/14/13, 3:39 AM 1,091 views

If i selecting customer means that search able box automatically its a customer, at a same time in CRM Lead i need filter as stage wise in List view. How can i do this help me experts.


In search view of Leads, In group by section, Add new attribute name="stage_id" in Stage filter line and add that stage_id in Action of Lead in context like this:

<field name="context">{'default_type':'lead', 'stage_type':'lead', 'search_default_stage_id':1}

After making these both changes, Update crm module and check. It should work.

Thanks, Priyesh Solanki

thanks... @ Priyesh Solanki, this changes is making in crm.py and crm_view.xml right

on 5/14/13, 4:02 AM

crm_lead_view.xml to improve search view and crm_lead_menu.xml to improve action for passing context.

Priyesh Solanki (pso)
on 5/14/13, 4:15 AM

i making changes in crm_lead._view.xml but it making XMLSyntaxError: attributes construct error, line 333, column 32

on 5/14/13, 4:20 AM

in crm_lead_view.xml, there is a "Group By .." section around line no. 352 and in that section, you will find the filter for stage_id, starting with this <filter string="Stage"... > , you need to add name="stage_id" in that line like this: <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/>

Priyesh Solanki (pso)
on 5/14/13, 4:23 AM

It is not working one more stage added in the group view but default stage is not come.

on 5/14/13, 4:37 AM

Means after making these both changes, when you open Leads, Is it not coming by default Stage wise ?

Priyesh Solanki (pso)
on 5/14/13, 4:41 AM

<group expand="0" string="Group By..."> <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/> <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/> <filter string="Team" domain="[]" context="{'group_by':'section_id'}"/> <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>

on 5/14/13, 4:42 AM

i want without selection of stages automatically display in list view is it possible.

on 5/14/13, 4:50 AM

you did wrong thing! In Group by , You need to add that line by replacing the existing one, Here in code, I can see it twice. In action window, you need to pass the context , i specified in answer, by replacing the existing one. After making these both changes, Update your module and check it.

Priyesh Solanki (pso)
on 5/14/13, 4:55 AM

<group expand="0" string="Group By..."> <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/> this line for stage will come forward correct. then where is the code for default display in lead list view.

on 5/14/13, 5:03 AM

in crm_lead_menu.xml, There is an action, created for leads at the starting. In that action, There is a context passed by default and that you need to replace with my context, described in answer.

Priyesh Solanki (pso)
on 5/14/13, 5:06 AM

please tel where i replace where is the code please paste here...

on 5/14/13, 5:08 AM

in crm_lead_menu.xml, in action of Leads, replace the context with this: <field name="context">{ 'default_type':'lead', 'stage_type':'lead', 'search_default_stage_id':1, } </field>

Priyesh Solanki (pso)
on 5/14/13, 5:12 AM

s got it it is working perfectly thank u lot

on 5/14/13, 5:15 AM

line no 12 in crm_lead_menu.xml

Priyesh Solanki (pso)
on 5/14/13, 5:15 AM

Good luck and enjoy! :)

Priyesh Solanki (pso)
on 5/14/13, 5:15 AM

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Asked: 5/14/13, 3:39 AM
Seen: 1091 times
Last updated: 3/16/15, 8:10 AM