How to pass values in lead to sales through action Button?

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odoo accounting v14 pos v15

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How to pass values in lead to sales through action Button?

action button odoo10

7 답글

24248 화면

MUHAMMED ASLAM

models

class Lead(models.Model):

_inherit = 'crm.lead'

service_id = fields.Many2one('lmc.service', required=True, string="Service")

class SaleOrder(models.Model):

_inherit = "sale.order"

service_id = fields.Many2one('lmc.service', required=True, string="Service")

Notes

I want to pass service_id of lead to sale order when the New Quotation button(action) button is clicked.I worked in similar situation, but sometimes I pass values from one module to another using object button.please help me how it is possible through action button

Reference

This is the button in lead

<button string="New Quotation" name="%(sale_action_quotations_new)d" type="action" class="oe_highlight"

context="{'search_default_partner_id': partner_id,

'default_partner_id': partner_id,

'default_team_id': team_id}"/>

that id used in sale order and defined like this

<field name="name">Quotation</field>

<field name="res_model">sale.order</field>

<field name="view_mode">form,tree,graph</field>

<field name="domain">[('opportunity_id', '=', active_id)]</field>

<field name="context">{'search_default_opportunity_id': active_id, 'default_opportunity_id': active_id}</field>

</record>

How to pass values through this button.Thanks in advance

Denis Baranov

베스트 답변

Hello,

just add to/ redefine the context in a button required parameter with 'default_' prefix. E.g.:

<button string="New Quotation" name="%(sale_action_quotations_new)d" type="action" class="oe_highlight"
                   
    context="{
        'default_service_id': service_id, 
        'search_default_partner_id': partner_id,
        'default_partner_id': partner_id,
        'default_team_id': team_id}"/>

MUHAMMED ASLAM

작성자

Thanks IT Libertas for the answer.

MUHAMMED ASLAM

작성자

I try to hide New Quotation button like this

But there is an error external id not found.is possible to hide action button like object button

Marcel Savegnago

I did not create a new button. However, I had to overwrite the context of the original button and in fact I would just like to increment the context of the button without having to overwrite.

<record id="workshop_vehicle_crm_opportunity_form_view_inherit" model="ir.ui.view">
       <field name="name">workshop.vehicle.crm.opportunity.form.inherit</field>
       <field name="model">crm.lead</field>
       <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
       <field name="arch" type="xml">

           <button name='%(sale_crm.sale_action_quotations_new)d' position='attributes'>
               <attribute name="context">{
                   'search_default_partner_id': partner_id,
                   'default_partner_id': partner_id,
                   'default_team_id': team_id,
                   'default_campaign_id': campaign_id,
                   'default_medium_id': medium_id,
                   'default_source_id': source_id,
                   'default_vehicle_id': vehicle_id,
                   }
               </attribute>
           </button>

           <xpath expr="//field[@name='partner_id']" position="after">
               <field name="vehicle_id" string="Vehicle"/>
           </xpath>
       </field>
   </record>

Annadurai

Hello Muhammed. for Your action button hiding query --> You may replace it with attributes="replace" . eg: <xpath expr="//button[@name='%(sale.action_quotations_salesteams)d']" position="replace"/>
I have not seen action hiding button in the base code itself.

MUHAMMED ASLAM

작성자

Thanks Annadurai

Annadurai

welcome :)

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