Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Transfer data from a many2one field to another form

Subscribe

Get notified when there's activity on this post

This question has been flagged
formdatatransferdifferent
3 Replies
6069 Views
Avatar
Mohammed Roshan

Am using ' create_uid' field in crm.phonecall model, which is a many to one field.

when i convert that phonecall to opportunity using 'convert to opportunity' button.

I want the data in create_uid to be transfered to a custom field in 'crm.lead' model (this model holds the code for opportunity).

thanks in advance

 

 

0
Avatar
Discard
Avatar
Abin CI
Best Answer

Dear roshan,

try this,,,,

def convert_opportunity in crm_phonecall.py as follows,

def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False,cr_id=False, planned_revenue=0.0, probability=0.0, context=None):
        partner = self.pool.get('res.partner')
        opportunity = self.pool.get('crm.lead')
        #cr_cr = self.pool.get('crm.user')
        opportunity_dict = {}
        default_contact = False
        for call in self.browse(cr, uid, ids, context=context):            
            #cr_id=cr_cr.browse(cr, uid, call.create_uid, context=context)
            if not cr_id:
                cr_id= call.create_uid and call.create_uid.id or False  
            if not partner_id:
                partner_id = call.partner_id and call.partner_id.id or False                              
            if partner_id:
                address_id = partner.address_get(cr, uid, [partner_id])['default']
                if address_id:
                    default_contact = partner.browse(cr, uid, address_id, context=context)
            opportunity_id = opportunity.create(cr, uid, {
                            'name': opportunity_summary or call.name,
                            'activity':call.activity,
                            'planned_revenue': planned_revenue,
                            'probability': probability,
                            'partner_id': partner_id or False,
                            'mobile': default_contact and default_contact.mobile,
                            'section_id': call.section_id and call.section_id.id or False,
                            'description': call.description or False,
                            'priority': call.priority,
                            'type': 'opportunity',
                            'phone': call.partner_phone or False,
                            'email_from': default_contact and default_contact.email,
                            'created_by':cr_id,
                        })
            vals = {
                'partner_id': partner_id,
                'opportunity_id': opportunity_id,
                'state': 'done',
            }
            self.write(cr, uid, [call.id], vals, context=context)
            opportunity_dict[call.id] = opportunity_id
        return opportunity_dict

Then create a field in crm_lead.py as follows,

        'created_by':fields.many2one('res.users', 'Created By', ondelete='set null', track_visibility='onchange',select=True),

Then add the field in crm_lead_view.xml to view this..

hope this helps,,,

 

4
Avatar
Discard
Avatar
Abin CI
Best Answer

Dear roshan,

try this,,,,

def convert_opportunity in crm_phonecall.py as follows,

def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False,cr_id=False, planned_revenue=0.0, probability=0.0, context=None):
        partner = self.pool.get('res.partner')
        opportunity = self.pool.get('crm.lead')
        #cr_cr = self.pool.get('crm.user')
        opportunity_dict = {}
        default_contact = False
        for call in self.browse(cr, uid, ids, context=context):            
            #cr_id=cr_cr.browse(cr, uid, call.create_uid, context=context)
            if not cr_id:
                cr_id= call.create_uid and call.create_uid.id or False  
            if not partner_id:
                partner_id = call.partner_id and call.partner_id.id or False                              
            if partner_id:
                address_id = partner.address_get(cr, uid, [partner_id])['default']
                if address_id:
                    default_contact = partner.browse(cr, uid, address_id, context=context)
            opportunity_id = opportunity.create(cr, uid, {
                            'name': opportunity_summary or call.name,
                            'activity':call.activity,
                            'planned_revenue': planned_revenue,
                            'probability': probability,
                            'partner_id': partner_id or False,
                            'mobile': default_contact and default_contact.mobile,
                            'section_id': call.section_id and call.section_id.id or False,
                            'description': call.description or False,
                            'priority': call.priority,
                            'type': 'opportunity',
                            'phone': call.partner_phone or False,
                            'email_from': default_contact and default_contact.email,
                            'created_by':cr_id,
                        })
            vals = {
                'partner_id': partner_id,
                'opportunity_id': opportunity_id,
                'state': 'done',
            }
            self.write(cr, uid, [call.id], vals, context=context)
            opportunity_dict[call.id] = opportunity_id
        return opportunity_dict

Then create a field in crm_lead.py as follows,

        'created_by':fields.many2one('res.users', 'Created By', ondelete='set null', track_visibility='onchange',select=True),

Then add the field in crm_lead_view.xml to view this..

hope this helps,,,

 

1
Avatar
Discard
Avatar
aci aisha
Best Answer
-2
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
Getting data from user form Solved
database form data
Avatar
Avatar
Avatar
3
Sep 23
5332
Data from front-end to backend Solved
form data backend frontend
Avatar
Avatar
1
Feb 19
15289
data type (Selection) is added as a radio button when I call it in form view
form data help odoo OdooStudio
Avatar
Avatar
1
Jul 24
2343
How to Fill One2many field Solved
data one2many buttons transfer copy
Avatar
Avatar
Avatar
2
Jun 18
13373
Create database with specific data from web form?
web database form data create
Avatar
0
Mar 15
5136
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now