Filtering relationship field Selection Based on another field in CRM Module

Question

I have a field called 'Customer' in the CRM module that links to records in the Contacts module. Additionally, I have another field called 'Site' that links to records in the Site module.
In the Contacts module there is a manyToMany field that connects to the site module.
Currently, all fields are working fine. However, I want to enhance the 'Site'  field in the CRM so that it only displays sites related to the selected 'Customer'.
I'm using Odoo Studio (web version) for this customization. Coul

Paresh Wagh · Answer

Hi Michael: You will not be able to do it within Studio since the domain builder in Studio does not allow domains that reference a field. You will need to customize the CRM view and add domain="[(' partner_ids.id [1] ', '=', partner_id)]" to the "sites" field in the CRM form.

[1] http://partner_ids.id

CandidRoot Solutions Private Limited · Answer

Hello Michael Spitzer,
*Step 1: First let's create new field(many2many) called "site" in contact model.*
Image [3]
*Step 2:  Let's Add new  field many2many related to site model's site field. we can make this invisible, use of this field is only for apply domain in crm model.
*
Image [4]

*Step 3: Add New site field many2many in crm model with domain of field created in step2 as below*
Image [5]
Final result : site field in crm will have option based on customer's related site.
Image [6]

I have

Related Posts	Răspunsuri	Vizualizări
[11.0] Hide records from many2many many2many domain_filter	0 aug. 20	2997
Domain filtering many2one field dependent onchange from other field many2one many2many onchange context domain_filter	1 apr. 20	8349
Set by default a specific "operation type" in a many2many MO field many2many domain_filter operations	0 iun. 23	2540
Domain on Many2many without using a on_chnage many2many domain_filter odoo10	0 iul. 22	2342
How to domain filter equipment that is not already being used for an event on the same date. Rezolvat domain many2many domain_filter	1 dec. 20	4099

Această întrebare a fost marcată

CandidRoot Solutions Pvt. Ltd.

Enjoying the discussion? Don't just read, join in!