Skip to Content
Menu
This question has been flagged
1 Reply
1460 Views

i want to inherit CRM Pipeline (Leads) view and add a page in notebook ( where already 2 are exists ) want to add 3rd page (tab), so please help for how to achieve this? 

screenshot of CRM Pipeline view:


regards

Avatar
Discard
Best Answer

Hello @SmithJohn45, 


Hope you are doing well.

For you to add page in the crm pipeline view. you will need to inherit the form view and add the page(tab) and then the custom fields.


Here is how you could achieve it.
Please find code in comment. 

Feel free to contact us for further assistance

Hope this answer helps you.

Thanks & Regards,
Email:  odoo@aktivsoftware.com      

Skype: kalpeshmaheshwari

Avatar
Discard

Please find code in comment :-
Code :-
<record id="crm_lead_view_form_inherit" model="ir.ui.view">
<field name="name">crm.lead.oppor.inherited</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_lead_view_form"/>
<field name="arch" type="xml">
<xpath expr="//page[@name='lead']" position="after">
<page name="">
Add your custom fields
</page>
</xpath>
</field>
</record>

Author

thank you, will check this and confirm.

Author

when Upgrading module i am getting error that as below:

<form class="o_lead_opportunity_form" js_class="crm_form">
<header>
<button name="action_set_won_rainbowman" string="Won" type="object" class="oe_highlight" data-hotkey="w" title="Mark as won" attrs="{'invisible': ['|','|', ('active','=',False), ('probability', '=', 100), ('type', '=', 'lead')]}"/>

Field `stage_id` does not exist

View error context:
{'file': 'd:\\program files\\odoo '
'16.0e.20230607\\server\\odoo\\custom_addons\\crm_customz\\views\\crm_leads_custom_inquiry.xml',
'line': 1,
'name': 'crm.leads.inherit',
'view': ir.ui.view(2407,),
'view.model': 'crm.inquiry',
'view.parent': ir.ui.view(2318,),
'xmlid': 'view_crm_lead_form_inherit01'}

My view code as per your advised code:

<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<record id="view_crm_lead_form_inherit01" model="ir.ui.view">
<field name="name">crm.leads.inherit</field>
<field name="model">crm.inquiry</field>
<field name="inherit_id" ref="crm.crm_lead_view_form"/>
<field name="arch" type="xml">
<xpath expr="//page[@name='lead']" position="after">
<page name="">
<group>
<field name="product_id"/>
<field name="qty"/>
</group>
</page>
</xpath>
</field>
</record>
</odoo>

please help.
regards

Author

My Model Code:

from odoo import models, fields

class CRMInquiry(models.Model):
_name = 'crm.inquiry'
_description = 'CRM Lead Inquiry'

product_id = fields.Many2one('product.product', string='Product Name', required=True)
qty = fields.Integer(string='Quantity', default=1)

Hello @SmithJohn45

Hope you are doing well.

As I could see from your code you have created a new model hence you can't inherit another model's view and add the fields there but instead.

You need to add the fields on the same model you want them to be on or use the new model and create a new many2one field on the model related to the new model.

I hope this could help you.