Skip to Content
Odoo Menu
  • Prijavi
  • Try it free
  • Aplikacije
    Finance
    • Knjigovodstvo
    • Obračun
    • Stroški
    • Spreadsheet (BI)
    • Dokumenti
    • Podpisovanje
    Prodaja
    • CRM
    • Prodaja
    • POS Shop
    • POS Restaurant
    • Naročnine
    • Najem
    Spletne strani
    • Website Builder
    • Spletna trgovina
    • Blog
    • Forum
    • Pogovor v živo
    • eUčenje
    Dobavna veriga
    • Zaloga
    • Proizvodnja
    • PLM
    • Nabava
    • Vzdrževanje
    • Kakovost
    Kadri
    • Kadri
    • Kadrovanje
    • Odsotnost
    • Ocenjevanja
    • Priporočila
    • Vozni park
    Marketing
    • Družbeno Trženje
    • Email Marketing
    • SMS Marketing
    • Dogodki
    • Avtomatizacija trženja
    • Ankete
    Storitve
    • Projekt
    • Časovnice
    • Storitve na terenu
    • Služba za pomoč
    • Načrtovanje
    • Termini
    Produktivnost
    • Razprave
    • Odobritve
    • IoT
    • Voip
    • Znanje
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industrije
    Trgovina na drobno
    • Book Store
    • Trgovina z oblačili
    • Trgovina s pohištvom
    • Grocery Store
    • Trgovina s strojno opremo računalnikov
    • Trgovina z igračami
    Food & Hospitality
    • Bar and Pub
    • Restavracija
    • Hitra hrana
    • Guest House
    • Beverage Distributor
    • Hotel
    Nepremičnine
    • Real Estate Agency
    • Arhitekturno podjetje
    • Gradbeništvo
    • Estate Management
    • Vrtnarjenje
    • Združenje lastnikov nepremičnin
    Svetovanje
    • Računovodsko podjetje
    • Odoo Partner
    • Marketinška agencija
    • Law firm
    • Pridobivanje talentov
    • Audit & Certification
    Proizvodnja
    • Tekstil
    • Metal
    • Pohištvo
    • Hrana
    • Brewery
    • Poslovna darila
    Health & Fitness
    • Športni klub
    • Trgovina z očali
    • Fitnes center
    • Wellness Practitioners
    • Lekarna
    • Frizerski salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Sistemi sončne energije
    • Izdelovalec čevljev
    • Čistilne storitve
    • HVAC Services
    Ostali
    • Neprofitna organizacija
    • Agencija za okolje
    • Najem oglasnih panojev
    • Fotografija
    • Najem koles
    • Prodajalec programske opreme
    Browse all Industries
  • Skupnost
    Learn
    • Tutorials
    • Dokumentacija
    • Certifikati
    • Šolanje
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Prenesi
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Dogodki
    • Prevodi
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Sklici kupca
    • Podpora
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Določanje cen
  • Pomoč

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Knjigovodstvo
  • Zaloga
  • PoS
  • Projekt
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
Pomoč

Filtering relationship field Selection Based on another field in CRM Module

Naroči se

Get notified when there's activity on this post

This question has been flagged
many2manycontextdomain_filter
2 Odgovori
3738 Prikazi
Avatar
Michael Spitzer

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. Could anyone provide detailed steps or a solution on how to achieve this filtering?

0
Avatar
Opusti
Avatar
Paresh Wagh
Best 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', '=', partner_id)]" to the "sites" field in the CRM form.

0
Avatar
Opusti
Avatar
CandidRoot Solutions Private Limited
Best Answer

Hello Michael Spitzer,

Step 1: First let's create new field(many2many) called "site" in contact model.


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.





Step 3: Add New site field many2many in crm model with domain of field created in step2 as below



Final result : site field in crm will have option based on customer's related site.




I have attached video for more details. please have a look



Thanks & Regards,

​

CandidRoot Solutions Pvt. Ltd.

Mobile: (+91) 8849036209

Email: info@candidroot.com

0
Avatar
Opusti
Michael Spitzer
Avtor

Thank you! In step 2 how do i get the many2many field to contain only the sites that are related to this contact?

CandidRoot Solutions Private Limited

Helo Michael,

I have recored video with an example. please have a look.

https://youtu.be/B56UWHvUZz8

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

Create an account today to enjoy exclusive features and engage with our awesome community!

Prijavi
Related Posts Odgovori Prikazi Aktivnost
[11.0] Hide records from many2many
many2many domain_filter
Avatar
0
avg. 20
2994
Domain filtering many2one field dependent onchange from other field
many2one many2many onchange context domain_filter
Avatar
Avatar
1
apr. 20
8344
Set by default a specific "operation type" in a many2many MO field
many2many domain_filter operations
Avatar
0
jun. 23
2535
Domain on Many2many without using a on_chnage
many2many domain_filter odoo10
Avatar
0
jul. 22
2333
How to domain filter equipment that is not already being used for an event on the same date. Solved
domain many2many domain_filter
Avatar
Avatar
1
dec. 20
4091
Community
  • Tutorials
  • Dokumentacija
  • Forum
Open Source
  • Prenesi
  • Github
  • Runbot
  • Prevodi
Services
  • Odoo.sh Hosting
  • Podpora
  • Nadgradnja
  • Custom Developments
  • Izobraževanje
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Sredstva blagovne znamke
  • Kontakt
  • Zaposlitve
  • Dogodki
  • Podcast
  • Blog
  • Stranke
  • Pravno • Zasebnost
  • Varnost
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now