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support@tacten.co

Looking for help to hook a button called "Convert to Lead" from my custom form view, on clicking of which should take me to the create lead form and pre-populate the appropriate fields from my custom document into the create lead document and be able to create a new lead.

The background is that I have integrated the CRM telephone call logs to a listview into my Odoo from a 3rd party telephone service, I am trying to implement a feature to convert a selected call log into a lead. 

I am looking for code on the click action of "Convert to Lead" on my call log form view that would pass my values to CRM lead form to be able to create a lead.

Help with this is much appreciated. Thanks!

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Cybrosys Techno Solutions Pvt.Ltd

Thanks, that's exactly what I was looking for.

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Sehrish
Best Answer

Similarly you can redirect to tree view on button click: http://learnopenerp.blogspot.com/2017/10/redirect-to-tree-view-from-button-click.html

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

You can do something like this, on the button click, call a function and from the function, you can return the desired view to display, to get the default values in it, use context.


@api.multi
def function_name(self):
    view_id = self.env.ref('id_of_the_form').id
    context = {'field_1': self.field_1}
    return {
        'name': 'A Name',
        'view_type': 'form',
        'view_mode': 'tree',
        'views': [(view_id, 'form')],
        'res_model': 'name_of_model_to_display',
        'view_id': view_id,
        'type': 'ir.actions.act_window',
        'target': 'new',
        'context': context,
    }


Thanks

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