コンテンツへスキップ
メニュー
この質問にフラグが付けられました
1 返信
2305 ビュー

I'm looking to have an opportunity push into a project when it reaches a certain stage. It seems this is possible somehow but I cannot get it setup properly. Anyone understand? Do I have the right subscription to enable this feature?


Example - there's a due diligence phase with an opportunity we get into, and that requires multiple steps that I would like to track under a project. 

アバター
破棄

Which version of Odoo?

最善の回答

Hi,

first you can create a filed in crm.lead model like 
x_project_id and that is manytoone filed and set reraion model is project.project

and after make automation action in odoo like 

set filter domain as per your work

if record.type == 'opportunity' and not record.x_project_id:

    project = env['project.project'].create({

        'name': record.name,

        'partner_id': project.id})

 automated action code 


this is filed you can create in lead  model 


 i hope it is usefull

アバター
破棄
関連投稿 返信 ビュー 活動
3
7月 25
1312
0
1月 25
1272
0
11月 24
28
0
6月 15
3781
0
3月 15
3494