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2548 Weergaven

Hi, 

I tried to google this, but couldn't find the answer. 

We have plenty of leads coming in as an opportunity. Our old customers/contacts have sales person already assigned, so I'd like to have same sales persons in opportunity as in contact owner. 

So John is already a customer and Matt is the customer owner. John downloads a free training from our website and comes as a lead, so I'd like to have Matt as the crm opportunity owner automaticly. 

I think I can do this via automated actions, which I just found today? 

I have my Odoo in Finnish so translation is not perfect, but could this be the right way to fill automated action? ?

Model: Opportunity

Action: Update record
Trigger: At creation

New data

Field: sales person (crm,.lead)
Type: Value
Record: Adminstratior (this cannot ba changed) 
Value: ????? something like record.owner ?? 

Is this a correct way or even correct place to this? I have a person who can write me a code for this if needed. 


--

Odoo v.15





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Beste antwoord

Try the following: 

Tab "Data to write": 
Field: salesperson (crm.lead)
Type: Python expression
Value: record.partner_id.user_id 


I hope this helps you.

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Auteur Beste antwoord

Thank you so much Josep Anton Belchi Riera!! This helped us so much! :) Solved! 

(cant vote or mark your aswer as a best one because I don't have enough karma) 

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