mirror of
https://github.com/bringout/oca-technical.git
synced 2026-04-18 22:12:07 +02:00
101 lines
3.5 KiB
ReStructuredText
101 lines
3.5 KiB
ReStructuredText
=============
|
|
CRM Exception
|
|
=============
|
|
|
|
..
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
!! This file is generated by oca-gen-addon-readme !!
|
|
!! changes will be overwritten. !!
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
!! source digest: sha256:364c4bbd2fab4ca9a0a3ba481b31aec7efb3fcd15f8a93bfa77ca92cb9f67d11
|
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
|
|
|
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
|
|
:target: https://odoo-community.org/page/development-status
|
|
:alt: Beta
|
|
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
|
|
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
|
:alt: License: AGPL-3
|
|
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
|
|
:target: https://github.com/OCA/crm/tree/16.0/crm_exception
|
|
:alt: OCA/crm
|
|
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
|
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_exception
|
|
:alt: Translate me on Weblate
|
|
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
|
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
|
|
:alt: Try me on Runboat
|
|
|
|
|badge1| |badge2| |badge3| |badge4| |badge5|
|
|
|
|
This module allows you to attach several customizable exceptions to your opportunities.
|
|
You can also define an exception rule to be applied to specific CRM stages.
|
|
|
|
**Table of contents**
|
|
|
|
.. contents::
|
|
:local:
|
|
|
|
Configuration
|
|
=============
|
|
|
|
**To configure CRM exception rule:**
|
|
|
|
#. Create a new exception rule.
|
|
#. Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed).
|
|
#. Choose the CRM stage to which you want to apply the exception rule.
|
|
#. Specify the exception type and define the condition, then save the rule.
|
|
|
|
**Note:**
|
|
If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage.
|
|
|
|
Known issues / Roadmap
|
|
======================
|
|
|
|
**No Exception checking in the create function.**
|
|
|
|
Adding exception checking to the create function would trigger an Odoo Client Error
|
|
related to JavaScript (Error: Component is destroyed) when attempting to create a new opportunity
|
|
in the pipeline's kanban view and clicking the edit button.
|
|
|
|
Bug Tracker
|
|
===========
|
|
|
|
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
|
|
In case of trouble, please check there if your issue has already been reported.
|
|
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
|
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_exception%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
|
|
|
Do not contact contributors directly about support or help with technical issues.
|
|
|
|
Credits
|
|
=======
|
|
|
|
Authors
|
|
~~~~~~~
|
|
|
|
* Quartile Limited
|
|
|
|
Contributors
|
|
~~~~~~~~~~~~
|
|
|
|
* `Quartile <https://www.quartile.co>`__:
|
|
|
|
* Aung Ko Ko Lin
|
|
|
|
Maintainers
|
|
~~~~~~~~~~~
|
|
|
|
This module is maintained by the OCA.
|
|
|
|
.. image:: https://odoo-community.org/logo.png
|
|
:alt: Odoo Community Association
|
|
:target: https://odoo-community.org
|
|
|
|
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.
|
|
|
|
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_exception>`_ project on GitHub.
|
|
|
|
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|