Skip to Content
Odoo Menu
  • Prijavi
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

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

How can I modify the 'Create Contact' process?

Naroči se

Get notified when there's activity on this post

This question has been flagged
communityv11Contacts
3 Odgovori
6248 Prikazi
Avatar
Bill Ennals

This question is for V11 CE.  In the business I work for, many of our contacts are not customers, but suppliers or donators (a custom field added to the res.partner).  Our users can often forget to deselect that boolean field and select the right one, which means contacts don't show up correctly in filtered lists. 

Consequently, I would like I want to modify the Contact creation process so that the customer boolean field (Is a Customer) is not set to True by default.  How can I do this?  I would also like it to happen when using the 'Convert to Task' button that is created when the 'Lead to Tasks' (crm_project) module is installed.  This process creates a new contact that also has the customer boolean set to True, though I am guessing it uses the same process that creating a new contact from the Contacts menu does.

Also, I would like it if at least one of the customer, supplier or donator booleans must be set to True before a new contact can be saved, to prevent users creating contacts that don't belong to any of the contact types.

0
Avatar
Opusti
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

You can remove the deafult=True from the field, or make default=False

customer = fields.Boolean(string='Is a Customer', default=False,
help="Check this box if this contact is a customer.")


Then to prevent the saving of record without ticking customer, supplier or your third field. Add a constrain for the model res.partner.

@api.constrains('customer', 'supplier', 'third_field')
def check_ticks(self):
if not self.customer and not self.supplier and not self.third_filed_name:
raise ValidationError(_("Customer or Vendor Has to be Ticked..!"))


Full Code:

from odoo.exceptions import ValidationError

class ResPartner(models.Model):
_inherit = 'res.partner'

customer = fields.Boolean(string='Is a Customer', default=False,
help="Check this box if this contact is a customer.")

@api.constrains('customer', 'supplier', 'third_field')
def check_ticks(self):
if not self.customer and not self.supplier and not self.third_filed_name:
raise ValidationError(_("Customer or Vendor Has to be Ticked..!"))

Thanks

0
Avatar
Opusti
Bill Ennals
Avtor

wow, thank you. I will try it and report back

Avatar
Krithika Ravindran
Best Answer

Give default=False in he field that has to remain unchecked by default

For example,

isacustomer=fields.Boolean(string="IS A CUSTOMER",default=False,readonly=True)

readonly=True will make the boolean field non-accessible
0
Avatar
Opusti
Bill Ennals
Avtor

Thanks for answering. Do you mean I should create a module that inherits from Contacts? Also, what about the second part of my question. I have edited it above to make it more clear.

Krithika Ravindran

Yes. The changes must be done in a new inherited module for Contacts

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
Automated Actions - Based on Form Modification id error
community v11
Avatar
0
maj 21
3470
Product Category Wrong Language
community v11
Avatar
Avatar
2
jan. 20
4018
mail.wizard.invite send email not preselected Solved
community v11
Avatar
Avatar
1
jun. 19
5001
How to hide the producty internal reference on the printed invoice? (I did it on the SO!) Solved
sales community v11
Avatar
Avatar
Avatar
2
jun. 25
10039
Where is the Next Activities function in Odoo 11 CE CRM? Solved
community crm v11
Avatar
Avatar
Avatar
Avatar
3
avg. 22
12248
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
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