Hello,
I want to make some fields on leads form unique for be sure not duplicate, is there an easy way to make it without add modules?
Best regards
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- 会計
- 在庫
- PoS
- プロジェクト
- MRP
この質問にフラグが付けられました
4
返信
12036
ビュー
Hi,
As you are looking to do it from the user interface activate the debug mode and make sure that the module named(technical name) base_automation is installed in database.
Navigate to Settings -> Technical -> Automation -> Automated Action, here you can create a new record for this purpose, in the below example it is shown for preventing the duplicates in the field Email in crm.lead Model,
Give a name for the record let it be Prevent Duplicates in Lead, select the model as Lead/Opportunity, set trigger condition and in the action to do choose execute python code.
Python Code to add:
leads = model.search([('email_from', '=', record.email_from)])
if leads:
raise Warning("Email Already Exists")
Click and save record, now when you create lead with duplicated email, it will raise warning like this,
Thanks
Is there any way, that I need to allow duplicates to prevent typing Extra Info every time and but I have to block the entering same name twice.
I tried this but now any lead or opportunity gets that message even when there isn't a duplicate. using v14.
Try as follows,
leads = model.search([('email_from', '=', record.email_from)m ('id', '!=', record.id])
if leads:
raise Warning("Email Already Exists")
Hey guys!
I tried to follow these instructions here.
I have a custom filed done with studio for product shortname. Name of the field is x_studio_category_shortname_3
I tried to create an automated action.
Wathed field is - x_studio_category_shortname_3
Python code is:
category = model.search([('x_studio_category_shortname_3', '=', record.x_studio_category_shortname_3)])
if category:
raise Warning("Category Already Exists")
The warning appears only when I try to delete the category shortname.
My expectation is to raise a warning when the name is duplicated. What am I doing wrong?
I hope my explanation is not too confusing.
can make it for many field or must creat new recoerd for every field ?
How would someone edit this code to work with Odoo 16?
leads = model.search([('email_from', '=', record.email_from)])
if leads:
raise Warning("Email Already Exists")
| 関連投稿 | 返信 | ビュー | 活動 | |
|---|---|---|---|---|
|
2
8月 23
|
4030 | ||
|
2
4月 25
|
17973 | ||
|
0
5月 20
|
3526 | ||
|
3
5月 19
|
4959 | ||
|
0
10月 16
|
4546 |
have a look at this app - https://apps.odoo.com/apps/modules/13.0/crm_duplicates/ - possible to define any stored fields as soft duplicates (just to warn) or rigid duplicate (to restrict creation)