- Etiketter för gjorda val (filter/gruppering/favorit)
- Använd förstoringsglaset för att se extra funktioner
kod för sökrutan:
<search string="Search Opportunities"> <field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/> <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/> <field name="stage_id" domain="[]"/> <field name="user_id"/> <field name="team_id"/> <field name="partner_id" operator="child_of" string="Customer"/> <field name="city"/> <field name="country_id"/> <field name="activity_type_id"/> <field name="activity_summary"/> <field name="probability"/> <field name="lost_reason"/> <field name="date_conversion"/> <separator/> <filter string="My Pipeline" name="assigned_to_me" domain="[('user_id', '=', uid)]" help="Opportunities that are assigned to me"/> <filter string="Unassigned" name="unassigned" domain="[('user_id','=', False)]" help="No salesperson"/> <filter string="Open Opportunities" name="open_opportunities" domain="[('probability', '<', 100), ('type', '=', 'opportunity')]" help="Open Opportunities"/> <separator/> <filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/> <separator/> <filter string="Overdue Opportunities" name="overdue_opp" domain="[('date_deadline', '<', context_today().strftime('%Y-%m-%d')), ('date_closed', '=', False)]" help="Opportunities with a date of Expected Closing which is in the past"/> <filter string="Creation Date" name="creation_date" date="create_date"/> <filter string="Expected Closing" name="close_this_month" date="date_deadline"/> <filter string="Closed Date" name="close_date" date="date_closed"/> <separator/> <filter string="Won" name="won" domain="['&', ('active', '=', True), ('stage_id.probability', '=', 100)]"/> <filter string="Lost" name="lost" domain="['&', ('active', '=', False), ('probability', '=', 0)]"/> <separator/> <filter string="Activities Todo" name="activities_my" domain="[('activity_ids.user_id', '=', uid)]"/> <separator/> <filter string="Late Activities" name="activities_overdue" domain="[('activity_ids.date_deadline', '<', context_today().strftime('%Y-%m-%d'))]" help="Show all opportunities for which the next action date is before today"/> <filter string="Today Activities" name="activities_today" domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/> <filter string="Future Activities" name="activities_upcoming_all" domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d')) ]"/> <group expand="0" string="Group By" colspan="16"> <filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}"/> <filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/> <filter name="stage" string="Stage" context="{'group_by':'stage_id'}"/> <filter name="city" string="City" context="{'group_by': 'city'}"/> <filter string="Country" name="country" context="{'group_by':'country_id'}"/> <filter string="Lost Reason" name="lostreason" context="{'group_by':'lost_reason'}"/> <filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/> <filter string="Campaign" name="compaign" domain="[]" context="{'group_by':'campaign_id'}"/> <filter string="Medium" name="medium" domain="[]" context="{'group_by':'medium_id'}"/> <filter string="Source" name="source" domain="[]" context="{'group_by':'source_id'}"/> <separator orientation="vertical"/> <filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/> <filter string="Conversion Date" name="date_conversion" context="{'group_by': 'date_conversion'}" groups="crm.group_use_lead"/> <filter string="Closed Date" name="date_closed" context="{'group_by':'date_closed'}"/> <filter string="Expected Closing Date" name="date_deadline" context="{'group_by':'date_deadline'}"/> </group> </search>
Första field name är standardsökningen:
<field name="name" string="Opportunity" filter_domain="['|','|','|', ('partner_id','ilike',self), ('partner_name','ilike',self),('email_from','ilike',self), ('name', 'ilike', self)]"/>
Övriga field name är:
<field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/> <field name="stage_id" domain="[]"/> <field name="user_id"/> <field name="team_id"/> <field name="partner_id" operator="child_of" string="Customer"/> <field name="city"/> <field name="country_id"/> <field name="activity_type_id"/> <field name="activity_summary"/> <field name="probability"/> <field name="lost_reason"/> <field name="date_conversion"/> <separator/>
.. toctree:: :maxdepth: 1 freetext.rst
.. toctree:: :maxdepth: 1 filter.rst
.. toctree:: :maxdepth: 1 group_by.rst