CRM custom field is not shown in Basic/Advanced search forms

[Ossama Gharib]

While using OpenERP 5.0.6 on Windows XP/7/2008, I have created a new custom field in "crm.case" object, and added that field to both "form" and "tree" views in Leads section.

The custom field appears in the "form" and "tree" pages, but not in the Basic or Advanced Search forms!!!

Note that, I have used the "select" field in field's details page (from "Administration/Customization/Database Structure/Fields" or "CUSTOMISE/MANAGE VIEWS"). Tried to set it to "Always Searchable" or "Advanced Search", but still could be succeed in making it appear.

[Jay Vora (Serpent Consulting Services) (jayvora)]

It has been fixed in trunk version.

[Ossama Gharib (ossama-gharib)]

Tested on OpenERP Server (trunk) and OpenERP Web Client (5.0) branches...

Still the same bug exists.

[Jay Vora (Serpent Consulting Services) (jayvora)]

You should use trunk family.

[Ossama Gharib (ossama-gharib)]

If I use the trunk family, I would not be able to set the "select" feature (basic or advanced search).

- "CUSTOMISE/MANAGE VIEWS" would not have any "move up", "move down", or "edit" icons.
- Even by editing the XML of the view (select="1" or select="2") would not work.

Please, take a look at https://bugs.launchpad.net/openobject-client-web/+bug/501012

[maboud (mohamed-aboud)]

Dear Jay,

I am Ossama's colleague. Allow me to explain the problem once more, because I think we are on a different page. I think your fix covers the fact that search field were being determined by the form, not the tree; but this is a minor issue. Please see below what we have noticed, and how we maneuvered around it.

The problem replication steps (on the stable version downloaded from openerp.com):
1- Install Open ERP using the minimum profile module
2- Install base contact module
3- Install crm module
4- Install crm_configuration module
5- during crm_configuration installation, tick all the options
6- go to CRM & SRM > Sales > Leads and notice the basic and advanced search fields
7- go to CRM & SRM > Sales > Opportunities and notice the basic and advanced search fields
8- go to CRM & SRM > Sales > Reporting > All Cases and notice the basic and advanced search fields
9- what you will notice is that all the search fields in (6) (7) & (8) are identical and actually they are identical to the CRM > Cases search field before installing the crm_configuration module

Now this doesn't make sense, because each tree has it's own searchable or always searchable flags determined (or form before the fix).
That is why, whatever we change in the form (before the fix) or the tree (after the fix) doesn't affect anything in the search fields.

So we concluded that the search fields that show in Leads, Opportunities, Cases, (actually also meetings and Claims) are all somehow inherited from the crm.case module.

Consequently, we went ahead and edited crm.case.form. Once we edit crm.case.form, everything collapses; the search fields for Leads, Opportunities, Cases, Meetings, Claims all vanish with only 2 fields left. This is the bug right here. please note that this only applies if crm_configuration is installed.

We don't understand why this happens, but it is true. For our purposes, we did all the customization before installing crm_configuration in crm.case.form, then later installed crm_confugarion. it works like a charm, however we cannot do any further customization in crm.case.form once crm_configuration is installed, because it will crash again.

I hope you can duplicate the error.
Best Regards

[Jay Vora (Serpent Consulting Services) (jayvora)]

Hello Mohamed,

I agree that this problem appears in stable version.

In trunk version, its now a different search panel(search view) for specified list view;so you will have the choice to display desired views/fields for specific list view.

Thank you.