Odoo 10 Sales > Pipeline - rearrange view icons

2
votes

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Hi ,it is Odoo 10E

I find I am very difficult to figure out how to re-arrange the view icons below. I want the default view as List view instead of Kanban view.

I have tried both Studio, Edit Action, Modifying crm_lead_views.xml but it still does not work. I am afraid there may be something wrong I have not been aware of.

In fact, when it is in Kanban view and creating a new opportunity, the default form is too simple. I must have a default creating form in a comprehensive form (that is why I want the List view). If there is a way to change the Create button in Kanban that directs to a comprehensive opportunity creation form, that also solve my issue.

thank you for attention.

2
openerpodoo-10
did you try to change the view_mode in the action? – Dayana
no idea of this. do you mean i should change something in Technical > Actions ? If so, what should I do? I actually have tried Edit Action > Your Pipeline> General Settings > View mode but it doesn't change anything. – cyliinhk

2 Answers

0
votes

What a coincidence, i've stumbled upon the same problem yesterday...

The dashboard buttons - e.g. "My Pipeline" - work with a server action which calls crm.team's action_your_pipeline().

To change it, you have to override this method. I will share my code:

from odoo import api, models


class CrmTeam(models.Model):
    _inherit = 'crm.team'

    @api.model
    def action_your_pipeline(self):
        """ overridden to change the views order"""
        action = super(CrmTeam, self).action_your_pipeline()
        tree_view_id = self.env.ref('crm.crm_case_tree_view_oppor').id
        form_view_id = self.env.ref('crm.crm_case_form_view_oppor').id
        kanb_view_id = self.env.ref('crm.crm_case_kanban_view_leads').id
        action['views'] = [
            [tree_view_id, 'tree'],
            [form_view_id, 'form'],
            [kanb_view_id, 'kanban'],
            [False, 'graph'],
            [False, 'calendar'],
            [False, 'pivot']
        ]
        return action
0
votes

In the crm_lead_menu.xml you can find the ir.actions. You need to override the action:

<record model="ir.actions.act_window" id="action_external_id">
    ...
    <field name="view_mode">tree,kanban,graph,pivot,form,calendar</field> <!--Put the views the order you want-->
    ...        
</record>

I hope this help you!