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Help

Custom field-export

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
crmexportcustom-field
2 Replies
2187 Tampilan
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Paul Brueckel

Hello everyone,


in the CRM Module (Odoo 17) i have created a custom field to label the Industry of the leads' company.

However when i include the field in an .xsl $ export i do not just get the industry-label i have entered for the field, but also some code which seems to resemble the field.

--> This code is the same for every lead and industry-label.

e.g.: {'7b6eb78b0e52904b': ['healthcare']}


My goal is to be able to export the field without the code and solely the industry-label.


Any ideas?



Thanks for ur help and kind regards

Paul

0
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Buang
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Yatrik Chauhan
Jawaban Terbai

Hello Paul Brueckel,

If the field is a Many2one relation, when exporting Lead data, make sure to select "Industry of the leads/Name" or "Industry of the leads/Industry Label" in the export popup. This will ensure that only the label appears in the Excel file.

Thanks!

1
Avatar
Buang
Paul Brueckel
Penulis

Hi Yatrik,
currently the field type is "keyword" as we use the keyword field in the contacts module for labeling as well.
In the export popup i can therefore only select "characteristic".

By setting up a Many2one field i can't put individual labels as i would like, or am i mistaken?

Kind regards and thanks for your help

Yatrik Chauhan

Hi Paul Brueckel,

Could you please share a video or screenshot to help me better understand the issue?
I’m a bit confused since Odoo doesn’t support a field type called "keyword," so seeing it in action might clarify things.

Thanks!

Paul Brueckel
Penulis

Please see the photo i attached to the message above. Can't share videos yet i think.

Paul Brueckel
Penulis

Our system runs in german in case you want to translate something

Yatrik Chauhan

Hello,

I’ve seen the image, and it looks like you’re trying to export the *Branche* field from the CRM lead, correct?
Could you also share a screenshot of the Excel file to show how it’s currently appearing and how you’d like it to appear?

Thanks!

Paul Brueckel
Penulis

Exactly!
I have attached the photo above once again as i can't pin it to the comment.
I want the text within the square brackets to be the only thing exported into the excel.

Yatrik Chauhan

Here are two methods to extract values inside square brackets:
1. In Odoo:
You can create a computed field either using Odoo Studio or by adding it to a custom module.

key_value = fields.Char(string="Key Value", compute='_compute_key_value')
def _compute_key_value(self):
for record in self:
if record.json_field and 'key_name' in record.json_field:
record.key_value = record.json_field['key_name']

Replace json_field with the technical name of your field.
Replace key_name with the actual key, e.g., '7b6eb78b0e5290b'.

Make sure to set this field as Import-Export Compatible so it can be selected in the export popup.

2. In Excel:
You can use the following formula to extract just the label:

=TEXTAFTER(TEXTBEFORE(A1, "']}"), "{'7b6eb78b0e5290b': ['")

Create a new column and paste this formula.
This will extract the label inside the square brackets.

Thanks!

Avatar
Paul Brueckel
Penulis Jawaban Terbai

Hi Yatrik,
currently the field type is  "keyword" as we use the keyword field in the contacts module for labeling as well.
In the export popup i can therefore only select "characteristic".


By setting up a Many2one field i can't put individual labels as i would like, or am i mistaken?

Kind regards and thanks for your help


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