How to manage field visibility at appropriate stages in Odoo 18 Studio.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilitate
- Inventar
- PoS
- Project
- MRP
Această întrebare a fost marcată
2
Răspunsuri
343
Vizualizări
For each of your fields, select the "Conditional" button next to "Invisible" and then the stages for which this field will be invisible:
You can see in the code editor in the bottom part that it uses the Record ID of the stages.
Hii,
First identify your stage names
goto crm>configuration>stages
step 2:
Open CRM > Pipeline > any Opportunity
Click the Studio (🛠️) icon
Click on each field as your work
step3:
For each field:
In the right sidebar:
- Scroll to "Visible If" and set this:
stage_id.name in ['Stage 4 - Proposal Sent', 'Stage 5 - Awaiting Confirmation']
set as per your filed and steges
Scroll to "Required If" and set the same:
stage_id.name in ['Stage 4 - Proposal Sent', 'Stage 5 - Awaiting Confirmation']
i hope it is use full
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Înscrie-te
Can you provide more details? Which fields, which apps?
Our CRM has 8 stages, and specific variables are only required in stages 4 and 5. Therefore, we want to keep them hidden until the lead reaches those stages. The variable names include Current Booking Source, Actual Travel Destination, and Monthly Booking Volume, as well as Mode of Payment.