Files
odoo_source/addons/crm/data/ir_action_data.xml
T
Maruan Aguerdouh (magm) 6a5cc4c7b4 [FIX] crm: lost button don't trigger lost reason popup in list for leads
Steps to reproduce:

- Install crm
- Go to settings and activate leads in crm.
- Go to leads list and select any lead, now mark it as lost.

Issue:

It will ask for lost reason. But if we do it from the Leads form view,
we don't get to set any reason. I discussed with the PO and we don't
want to add the lost reason in the leads.

Solution:

Modified action of lost so it takes leads into account.

opw-3119748

closes odoo/odoo#120033

X-original-commit: 3834577a8beec2f9eb4a30dd8a0ae72403041af5
Signed-off-by: Maruan Aguerdouh Mohtar (magm) <magm@odoo.com>
2023-05-03 17:24:53 +02:00

38 lines
1.4 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!--
'Mark as Lost' in action dropdown
-->
<record id="action_set_lost_with_reason" model="ir.actions.server">
<field name="name">Mark as lost</field>
<field name="model_id" ref="model_crm_lead"/>
<field name="binding_model_id" ref="crm.model_crm_lead"/>
<field name="binding_view_types">list</field>
<field name="state">code</field>
<field name="code">
if not 'opportunity' in records.mapped('type'):
action = records.action_set_lost()
else:
action = model.action_set_lost_with_reason()
</field>
</record>
<record id="action_your_pipeline" model="ir.actions.server">
<field name="name">Crm: My Pipeline</field>
<field name="model_id" ref="crm.model_crm_team"/>
<field name="state">code</field>
<field name="groups_id" eval="[(4, ref('base.group_user'))]"/>
<field name="code">action = model.action_your_pipeline()</field>
</record>
<record id="action_opportunity_forecast" model="ir.actions.server">
<field name="name">Crm: Forecast</field>
<field name="model_id" ref="crm.model_crm_team"/>
<field name="state">code</field>
<field name="groups_id" eval="[(4, ref('base.group_user'))]"/>
<field name="code">action = model.action_opportunity_forecast()</field>
</record>
</odoo>