Skip to Content
Meniu
Trebuie să fiți înregistrat pentru a interacționa cu comunitatea.
Această întrebare a fost marcată
1 Răspunde
1495 Vizualizări

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. 

Imagine profil
Abandonează

Which version of Odoo?

Cel mai bun răspuns

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

Imagine profil
Abandonează
Related Posts Răspunsuri Vizualizări Activitate
3
iul. 25
1210
0
ian. 25
1172
0
nov. 24
28
0
iun. 15
3718
0
mar. 15
3397