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

In Lead list view Search box i want stage wise without selection

Naroči se

Get notified when there's activity on this post

This question has been flagged
crmlead
1 Odgovori
5169 Prikazi
Avatar
sridhar

If i selecting customer means that search able box automatically its a customer, at a same time in CRM Lead i need filter as stage wise in List view. How can i do this help me experts.

0
Avatar
Opusti
Avatar
Priyesh Solanki (pso)
Best Answer

In search view of Leads, In group by section, Add new attribute name="stage_id" in Stage filter line and add that stage_id in Action of Lead in context like this:

<field name="context">{'default_type':'lead', 'stage_type':'lead', 'search_default_stage_id':1}

After making these both changes, Update crm module and check. It should work.

Thanks, Priyesh Solanki

2
Avatar
Opusti
sridhar
Avtor

thanks... @ Priyesh Solanki, this changes is making in crm.py and crm_view.xml right

Priyesh Solanki (pso)

crm_lead_view.xml to improve search view and crm_lead_menu.xml to improve action for passing context.

sridhar
Avtor

i making changes in crm_lead._view.xml but it making XMLSyntaxError: attributes construct error, line 333, column 32

Priyesh Solanki (pso)

in crm_lead_view.xml, there is a "Group By .." section around line no. 352 and in that section, you will find the filter for stage_id, starting with this <filter string="Stage"... > , you need to add name="stage_id" in that line like this: <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/>

sridhar
Avtor

It is not working one more stage added in the group view but default stage is not come.

Priyesh Solanki (pso)

Means after making these both changes, when you open Leads, Is it not coming by default Stage wise ?

sridhar
Avtor

<group expand="0" string="Group By..."> <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/> <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/> <filter string="Team" domain="[]" context="{'group_by':'section_id'}"/> <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>

sridhar
Avtor

i want without selection of stages automatically display in list view is it possible.

Priyesh Solanki (pso)

you did wrong thing! In Group by , You need to add that line by replacing the existing one, Here in code, I can see it twice. In action window, you need to pass the context , i specified in answer, by replacing the existing one. After making these both changes, Update your module and check it.

sridhar
Avtor

<group expand="0" string="Group By..."> <filter string="Stage" domain="[]" name="stage_id" context="{'group_by':'stage_id'}"/> this line for stage will come forward correct. then where is the code for default display in lead list view.

Priyesh Solanki (pso)

in crm_lead_menu.xml, There is an action, created for leads at the starting. In that action, There is a context passed by default and that you need to replace with my context, described in answer.

sridhar
Avtor

please tel where i replace where is the code please paste here...

Priyesh Solanki (pso)

in crm_lead_menu.xml, in action of Leads, replace the context with this: <field name="context">{ 'default_type':'lead', 'stage_type':'lead', 'search_default_stage_id':1, } </field>

sridhar
Avtor

s got it it is working perfectly thank u lot

Priyesh Solanki (pso)

line no 12 in crm_lead_menu.xml

Priyesh Solanki (pso)

Good luck and enjoy! :)

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
Revive a lead turned into an Oppurtunity?
opportunities crm lead
Avatar
Avatar
1
mar. 15
6020
how to check a lead type is 'lead' or 'opportunity'?
crm lead type
Avatar
Avatar
2
mar. 15
5983
What are the main concepts used in CRM? Solved
crm leads lead
Avatar
1
mar. 15
6145
Comment activer notification pour odoo CRM
crm
Avatar
Avatar
Avatar
2
avg. 25
1321
CRM - Create autoresponse if new lead was created via Mail
crm
Avatar
Avatar
2
maj 25
2239
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