In the Odoo 15 Project module you can categorize the tasks by default as New, In Progress, Done and Cancelled. You're trying to delete a stage that a task is currently in, which would leave it empty. Then, you need to create you teams in Sales > Configuration > Sales Teams. 0 v 12. 18. I want to give a condition on opportunity won stage. Stage Odoo : offres d'emploi disponibles sur Indeed. This information enables sales team members to analyze the progression of leads and identify patterns or areas for improvement in their pipeline. This question has been flagged. environ. Had to disable moving the task to certain stages with the @api. def _inverse_stage_id(self): for record in self: Hello All, I'm working with Odoo 10 try to display some total value group by stage in graph view, however, the graph only display stage that has record on it. Maintainers. env. For example, when a field service order enters the ‘Complete’ stage, the fields for ‘Actual End Date’ and/or ‘Resolution Notes’ should be set. If you choose this then this stage will be only shown in that particular sales team pipeline. 3. This module will help users to track the history of task stage changes within their projects. Want an automatic action that moves Helpdesk-ticket to the "In Progress" stage when customers respond by e-mail. self. Try #2 should work with a 1 instead of '1', and if 1 is the database id for the Stage "New", Try #3, I wish it could work - you can't use dot notation in these domain filters, so the solution is to create a related field. Odoo's unique value proposition is to be at the same time very easy to use and fully integrated. Parent sales team is selected for lead and first stage is 'New'. This process is referred to as the How to assign each sales team a different stage in the pipeline? I have three rounds of calling that needs to be done to win a lead. The tool for real-time control of customers' and opportunities' duplicates. The probability allows you to get a weighted value for your revenue. Also remember that automated actions with a before and after trigger will only perform their action when the base action rule scheduled action is run. Current maintainer: This module is part of the OCA/partner-contact project on GitHub. 28. The stage which you want to track, Open that stage master and Set Want to Track as TRUE. and in my kanban view, I can only add Registration, but I cannot add a column (a new Stage) <!-- Jan 17, 2023 · In this blog, let us discuss how we can effortlessly create a stage or pipeline in Odoo 16 CRM. raku@odoo. Go to Project -> Configurations -> stages , here you will find the stages. Create an automated action that moves all subscriptions from "Dummy" to "Draft". I've tried various methods following the advice from the forum here, but I can't get it to work. The button then executes a query. CRM Stage History Logs. Configuration After installing this module you can assign stage tasks into project stage tab and you can check the default stages for new projects as previously done in Odoo 8. Then, on the Engineering Change Orders project pipeline for the ECO type, click the + Stage button. 0, and I keep getting multiple "Done" and "In Progress" project/task stages popping up. Odoo keeps all job applicants organized with a pre-configured series of steps and stages that each applicant goes through. After a quotation is confirmed and becomes an order the Lead reflects Create stage¶ To add a stage, go to the PLM app and select the intended project for an ECO type from the PLM Overview dashboard. you can create different stages and assign to projects and make the same. 0 running on Debian 7. Instead of that use 'inverse' attribute of the field (or do it in ORM write). Automation rules are used to trigger automatic changes based on user actions (e. I figured that OperERP creates a new stage each time one is added by an individual, so I cleared out the extras and everything seemed to be fine May 27, 2024 · In Odoo 17, managing record stages dynamically can great enhance the flexibility and scalability of your business processes. So on this new view you can choose an user and then choose project task stages. fold = True return res 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. Hello, I am trying to change some colors in the project timeline module according to the value of "stage_id". OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use. Model: Sales Order (this is important!) Behind the technology is a community of 100k+ developers collaborating worldwide. Note: These stages do not affect / change Odoo standard state field if Hello Khanhqn, Odoo. I've configured the following: Model: Lead/Opportunity Trigger: On Update Trigger Fields: Stage (Lead/Opportunity) Before Update: Stage > Stage Name is not = "Completed" Apply on: Stage > Stage Name This module restores the case_default fields to Project Tasks and project stage tab, removed in Odoo 9. If you set a probability of 0% (Lost) or 100% (Won), Odoo will assign the corresponding stage when the opportunity is marked as Lost or Won. To fix it, you will need to search your tasks and move any that are in the stage you are deleting. you can also create your ownstage for Project. E. Right now, you can't delete stage from Opportunity kanban view. Record - Done (or you can select relevant stage) In the above example, the stage of a ticket would automatically change to 'Done' when the 'kanban state' (colored dot) is selected as 'green' and the kanban state would reset to grey. Date to Write. When I click on the opportunity won button, it Task Stage History Logs. Stages are created automatically while creating a project. Each stage has a specific step (s) that should be performed. The window will display different stages of the project. Lead will create automatically while fetching all incoming mail. And allow to move to them only with a button. Is it possible? If yes, how to do it? If no, what to do? any alternative? 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. In that won button, I needed to inherit. Then a wizard view will appear and hear you can choose the sales team for this particular stage. Create an automated action that meets your condition. ids)] Hi, Basically, folding a kanban stage depends upon the fold field in the stage model. r. Is there a way to make lead/opportunity stage change to the next one, when Escalate button is pressed? For example let say there is one sales team and one parent sales team. Add a comment. You can create a new stage by clicking on the ‘Create’ button. , archivea record 7 days after its last update), or external events. Make that field NOT read only, and make sure it is stored. 48. To create a new sales team, go to CRM app ‣ Configuration ‣ Sales Teams, then click New. Hi, If you activate the developer mode and navigate to CRM -> Configuration -> Pipeline -> Stages, you can see all the stages here, you can delete the stage from here. Jake, the stage that i'm trying to delete haven't any task associate it In Odoo v16 I'm trying to archive an Opportunity when it is moved into a a Pipeline Stage named Completed. You can also see the Pivot view to create your report. 4. Users can observe the transition of tasks from one stage to another. Sale Order Approval Check Lists. Another way is to create a Record rules to provide access to Task Stage. Automation rules¶. Odoo Helpdesk - the ticketing platform that supports your team, so they can support your customers. Start now - It's free. Odoo CRM is the true customer-centric tool for your sales needs. 2) Enter the CRM module, go to Settings and choose Stages. so 1 will be default. These range from scheduling a phone call, conducting an interview, or sending a job offer, for example. this work not perfect but works. This information enables project managers and team members to analyze the progression of tasks and identify patterns or areas for improvement in their project Sudhir Arya (ERP Harbor Consulting Services) You can create 2 datetime (progress_date, solved_date) fields for that. This question was answered yesterday and being marked Solved, unfortunately, it's not solved. _onchange_stage_id () for r in self . " I double checked the numbering sequence of my Apr 8, 2021 · The final stage is the won or lost stage. When you change the stage of any lead, and if that stage is under tracking, it's information will be stored in that lead with data and user. CRM Duplicates Real Time Search. Nov 22, 2022 · This video on creating a new stage or a pipeline in Odoo16 CRM Module #odoo16crm #odoo #odootutorials more. Odoo. constrain ('stage_id'). , apply amodification when a field is set to a specific value), email events, time conditions (e. Probably just not something I'm understanding about the interface, but I've got multiple people working in the Project module in OpenERP 7. search ( [] ). Jul 25, 2019 · Each time the stage is changed, the old and new value are tracked in mail. Free, forever, with unlimited users. How to achieve this: 1. Lead Creation from Incoming Email. This module offers default task stages for a project. Finally, in the Stages tab of each team, you need to select the stages that are applicable We would like to show you a description here but the site won’t allow us. So you just have to enable that field from Js. You'll find the variable ODOO_STAGE which can be dev, staging or production. Automation rules. Recruitment. Current maintainers: This module is part of the OCA/field-service project on GitHub. Option 2 - Define an automated action to send the email if the value of the Stage field changes on an update of the record. With a small team of smart people, we released the most disruptive enterprise management software in the world. Very wierd. stage' ] . Niveau d'études : Bac plus 2. Track leads, get accurate forecasts, and focus on what matters: closing opportunities. Registration has Many2One Stage . By using one of these your Issue will be solved, Hope it helps It's also possible with Automated Actions, as explained here (this is a more complex example with validation, but it could be simplified):. Hi Dhouha: There are 2 ways to do this. On your Sale. First, I created an opportunity, then I will create a quotation against that opportunity. env ['crm. You have to find the next stage from the crm. onchange ( 'stage_id' ) def _onchange_stage_id ( self ) : res = super (CrmLead , self ). Show Stages on Project form of Odoo which is clickable. I am trying to display stages for a model defined as a Many2one field in Kanban view in Odoo 15. search ( 'stage_id' , '=' , r. Doing so reveals a text box to fill in the name of the stage. Thank you in advance for your help. I would recommend using "Update the record" as the Action To Do - it will allow you to select the field you want to update on the record, such as state as implied in your description. We would like to show you a description here but the site won’t allow us. But this one user can close a ticket and it will send out the automated email. Hi Rafael, This is because every project task requires a stage. When User presses button 'Escalate' (to change to parent team), it also changes stage to be the next one is (depending on sequence number). Signaler l'offre. In Odoo v15 there is the introduction of Personal Stages to display on My Tasks. the problem is I don't know how to retrieve the values of "stage_id" for each kanban stage. In that you will have the field called Projects, you can add your projects there, by doing this your project's stage will defined. I will convert the opportunity to the won stage. This just can't be done with the write method. I manage this, but it also moves new cases to "In Progress", so I need tips on how to exclude new cases. Users can observe the transition of leads from one stage to another. Option 1 - Turn "Tracking" on for the Stage field. On Premise. Main Features: Allow your project manager to configure the stages for the project. Kazu Best Answer. Therefore 'group_by': *'stage_id*' is used to display Project Tasks, and 'group_by': *'personal_stage_type_ids'* is used to display My Tasks. sh only allow doing in staging and development branch. I am trying to set different colors of tasks in tree view based on stage: ie. We're united by the spirit of open source, and a common vision: "to transform companies, empower employees". Contrat : Stage. I have it setup that the stages are the same for all Users *Personal Stages *and* Project Stages*: Backlog, Next Week, This Week, In Progress, Paused, Held Up, Done The I wrote the following code to check if stage_id does not have a record, then stage_id. This would probably be more work than the first method, but it would give 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. Yes, when we create a new helpdesk ticket it is sending out the email to the customer and to the support team except when this one user creates a new ticket. To prove this, you can filter on 'Closed tasks' where that task should still be counted in the Done Assuming you have 3 stages: Draft, Running, Ended. stage model and get its id and then set the stage_id field in the crm. Opportunities Contact Full Details. You can see the details of the stage change from this view. Paresh Wagh. I am looking for a way to have this automatically happen when a quotation is created on a lead or in connection to a lead. You can use rpc. When a new project is created based on a template project via a Service Product, it creates a new project based on an existing template, but it also it's still sharing the same Analytic Account as the Author Best Answer. model def _read_group_stage_ids ( self , stages , domain , order): search_domain = [( 'id' , 'in' , stages. 0 Deploy on Odoo. This app sends auto response email notifications on CRM Leads / Pipeline forms when stages are moving. To create it Go to Technical and Select Record rule Create a new record rule for the Task Stage records, specifying the conditions and access rights as needed. Login to access your Odoo account and manage your projects, sales, inventory and more. execute('UPDATE project_task '. Fonction : Informatique - Développement. id) 2. Thank you! This method is for interface views, not for logic. Click on the settings button in the top right corner of the stage. First, you need to create all your stages in Sales > Configuration > Leads & Opportunities > Stages. Prizes 🎉. task. Odoo is a suite of open source business apps that It is simply very bad design and does not look like stage controls to an average user. History. Availability. This module allows you to raise a Validation Pretty positive this was working fine earlier this week. Suppose if you need to move it the stage with name "Qualified", you can get the id of stage Qualified as follow, stage_id = self. This module will help users to track the history of lead stage changes within their pipeline. Project Workflow / Flow Stages. blue for open tasks, green for completed tasks. If checked, Odoo will set the probability of the opportunity to the probability defined in the stage. Three teams are doing the calling rounds on each customer, one after another. Priyesh Solanki (pso) Best Answer. Développeur Python et bien d'autres : postulez dès maintenant ! Mar 8, 2013 · This is a good answer, but I woulld like to add: Try #1 would work if you were using state instead of stage_id. Everyone else is working fine, just this one user on sending new ticket email. 1. The automation is not being carried out and I could use some help understanding why. 0. stage']. i think better to let make configuration to people who work on it :) so turn on debug (settings/under right corner) and when go to stage. fold = True, where did I go wrong, please help, thanks @api. This app logs history for stage change on task as shown in the below screenshots and gives you information on who has changed the stage from the previous stage to the new stage and the date and time of the task state change process. I want to create a report in Odoo Helpdesk where I can see the time spent between in progress stage to solved stage. A quotation is created on a lead, currently you have to manually move it to the quotation stage. How do I add a confirmation pop-up so people would stop accidentally changing the request stages? I tried to add `confirm` to this field but I guess it wo sequence="10"/>. Best Answer. lead model. Under CRM > Configuration > Settings enable "Set Default Salesperson" and select salesperson, enable "Auto Stage Assigned" and select crm stages in change to stage when answered and change to stage when received answer state. Odoo Apps Dependencies. Next, select a Team Leader from the drop-down list. When I click on a project task in Kanban view, then use the stage named arrows in the top right to move it to a different stage (specifically one I can't see in Kanban view because it's currently unoccupied), the arrow doesn't turn blue, and the project stage is just dumped into "Undefined. Hello, I need a way to differ when I am running my server locally or when I am running it on Odoo. 0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). Odoo Online. 0 you can specify the projects that share the same stages in the stage editing page as following: 2. Create an extra stage "Dummy" with category Draft and place it after Draft. Order create a related field to Opportunity > Stage (stage. Stage (helpdesk. This example has a “Financial Viability” check and a “Legal Approval” check that are mandatory before the Lead / Opportunity can be moved to one of the later stages. 0 Third Party 3221. jsonRpc to call python functions or routes respectively and change the boolean field to True, which folds the Kanban stage (You can pass the stage id as argument). Entreprise : TAKKA SOLUS. It does not seem to be equal to the stage name. 'SET stage_id = %(stage_id)s, locked = TRUE, write_date Auto Move Task Stages/Auto Complete Task Odoo App helps users to automatically update task stages as per configured number of days. You could search through all of the tracking value records, and find the ones corresponding to each opportunity, and then use the create date to find the time spent in each stage. from good to great. System logs history when the user changes stage on task form as shown. Their type must be Opportunity (or Both if you want to use them on leads too). Thanks. You need to delete it from main menu of stages from here: Sales --> Configuration --> Leads & Opportunities --> Stages. value. You are welcome to contribute. If enabled in the project, it creates all the default task stages one by one for the project. Say goodbye to complicated and embrace a new era of seamless, efficient, and customer-centric support with Odoo. Here: 'kanban_state': fields This module restores the case_default fields to Project Tasks and project stage tab, removed in Odoo 9. I thought that maybe the easiest way to 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. But when I add the stage_id field in Kanban view, stage_id with records in it are displayed in kanban view but not all stages. When the opportunity becomes won. sh won't allow any users to update or create anything into the production branch. Hope this helps explain/ clarify. 3) Set the mail template in the "Mail Template" field. This is the case with every project, but for your own tasks, you can create new stages according to the task assigned. ids : if not self . Project Task Default Stage. Click on the edit stage button. cr. Odoo Proprietary License v1. 0 and later. . Create an automated action that creates a next activity to your sales, for example "check Hi everybody. ids)] stage_ids = stages 1) Activate developer view. Salaire : A discuter. Waleed Ali Mohsen. 2. 0 v 10. our Talent acquisition officer. Configuration. Main Features: Allow you to configure email templates on stage form. during inheriting: @api. On the blank sales team form, enter a name in the Sales Team field. id) : self . In odoo 9. Purchase order stage. multi. FSM Stage Validation. Join us! Studio». Based on the email template set, the system will auto respond with email when new Lead / Pipeline records are created and then after stages changes on that form. def _read_group_stage_ids (self, stages, domain, order): search_domain = [ ('id', 'in', stages. com. I want to In my company we need to know if a task/issue is currently in progress or on hold so we would like to have the following kanban states: On hold In progress Blocked Ready for next stage *Ideally I would like to create a custom module for that purpose but, as a first step, it would be ok to find which files should be modified in order to make such an addition*. sh. Only the top 100 teams selected from the online round will be invited to participate in this stage. For example when we've added a record 'User1' and added the statusses 'Development', 'Testing' then the 'User1' should only be able [unsolved] How to setup Automated Actions to create new Stage and Task when a new Project is created. it turns every task blue including the Open tasks! Log History for Task Change Stage Odoo App. env [ 'crm. Click on the gear icon on the top of the column to access these settings: By setting this parameter you'll get something like this on your project task view (Kanban): Now when I move the 'test' task to this column it will be considered Closed. by Tecnativa , Odoo Community Association (OCA) v 9. the situation in CRM is the same 5 years ago Author Best Answer. Nuestro equipo de expertos altamente capacitados tiene experiencia en la implementación de Odoo en diferentes industrias, incluyendo manufactura, comercio minorista, servicios, e-commerce, contabilidad, y recursos humanos. On odoo. This is how we create and manage opportunities using Odoo 14 CRM. Cheers, Jake Robinson. Create a compute field " Time Consumed " which will calculate the difference between these 2 fields. model. Thanks ! Under the Configuration menu of the module, you will be able to get the Project Stages option. Survival Guide. When a task has been stayed on a configured task stage without any activity/update on task for the configured period, Scheduled action will update the task stage automatically as per the configuration. The number of stages in the sales funnel varies from one company to Sales teams. rights' I want to show/hide different types. sh you can start a shell and an odoo-shell with odoo-bin shell, the inspect the available variables with os. In onchange a record might have not even been created. Project Default Stage. In odoo 10 something is missing. This is my stage_id defined: @api. Nos hemos especializado en la implementación y personalización de la plataforma Odoo para empresas de diferentes sectores y tamaños. search ( [ ('name', '=', 'Qualified')], limit=1) Then, Thanks. Stages: Open (id:1), Completed (id:6), Cancelled (id:7) When i try this (just to check) colors="blue:stage_id != 1. If you go in the Debug -> Modify Action, and add in the context {'default_project_id': x} (x being the actual project ID), it will do the trick. With the ability to add, modify, and remove stages as needed, you can adapt to changing requirements and streamline your workflow effectively. I want to assign one stage of the pipeline to one team each. Coming from standard: @api. See why. default stage by odoo is working on sequences. Odoo V13 Is there a way or an app that automates the CRM Pipeline moves? For Example. This module is maintained by the OCA. • Enterprise: extra apps, infrastructure and professional services. Godet. You can delete stage from gear icon beside Add plus as below screenshot: Delete Stage . Odoo is available in two editions: • Community: Open Source, 100% free. 0. That might be the reason of the 'null error'. query or ajax. The tool to make sure a sale order is ready for the next stage. Depending on what is filled in for this user on the model 'project. Odoo is a suite of business apps that covers all your needs. Download for v 12. Thanks, Priyesh Solanki. Founder's Story. Winner: 2,00,000/- cash prize + Odoo goodies + certificate; 1st Runner-up: 1,00,000/- cash prize + Odoo goodies + certificate; 2nd Runner-up: 50,000/- cash prize + Odoo goodies + certificate Odoo Proprietary License v1. 0 v 11. At least from 15>, didn't try on. ticket) Evaluation Type - Reference. Any suggestions? try easier. Jan 20, 2021 · Each stage refers to a specific step in the sale cycle and specifically the sale-readiness of your potential customer. 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. tracking. Schedule a demo. As the stage of a field service document progresses, it may be important for specific fields of the document be completed. Another example. 4) When you switch to the configured stage, an email will be sent according to the configuration of your email template. you now have Draft, Dummy, Running, Ended. com 6357890537. This app allows you to configure / create stages for your project cycle and show it on project form. To configure the task stages, select the Task Stages option from the Configuration tab. Set an Email Alias to automatically generate a lead/opportunity for this sales team whenever a message is sent to that unique email The tool to control poorly performing products. After filling it in, click the Add button to finish I refer to Kanban views whereby I has 2 models - Stage - Registration Stages has One2Many Registrations. It can be choosen for once as default in Project Configuration. In Purchase - Configurartions, new menu "Stage" for the new object "Puchase order states". If the Folded in Kanban field is marked as a tick, then that particular stage will be folded in the kanban view. As the name indicates, won or lost is decided by whether the client has approved the quotation and initiated a business deal with your company. g. du zb lu op th oq ee qf vr xn