{"id":6366,"date":"2017-05-23T09:14:03","date_gmt":"2017-05-23T09:14:03","guid":{"rendered":"https:\/\/www.targetintegration.com\/knowledgement\/?p=6366"},"modified":"2022-12-06T10:24:52","modified_gmt":"2022-12-06T10:24:52","slug":"how-to-manage-restrictions-over-fields-for-an-opportunity-in-odoo","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_in\/how-to-manage-restrictions-over-fields-for-an-opportunity-in-odoo\/","title":{"rendered":"How to Manage Restrictions over &quot;Fields&quot; for an opportunity in Odoo"},"content":{"rendered":"<p class=\"c3\"><span class=\"c0\">In the <a href=\"https:\/\/targetintegration.com\/en_in\/products\/odoo-erp-implementation-services\/\">Odoo<\/a> CRM module, there is no restriction over the fields. This means you can move between the stages of the opportunity without any restriction over the fields.<\/span><\/p>\n<p class=\"c2\"><span class=\"c0\">Target Integration has created a customised module called \u201cCRM Mandatory Field\u201d which overcomes the default functionality in the CRM module that is moving between the stages of the opportunity without any restriction over the fields.<\/span><\/p>\n<p class=\"c2\"><span class=\"c0\">This module will help you to restrict the user&#8217;s movement between the stages of an opportunity when the required fields are empty.<\/span><\/p>\n<p class=\"c2\"><span class=\"c0\">You can set any field as a required field by selecting the field&#8217;s name from the drop-down menu, after editing the stage you can select multiple fields as a required field.<\/span><\/p>\n<p class=\"c2\"><span class=\"c0\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-10043\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field1.png\" alt=\"\" width=\"1172\" height=\"648\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field1.png 1172w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field1-300x166.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field1-1024x566.png 1024w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field1-768x425.png 768w\" sizes=\"(max-width: 1172px) 100vw, 1172px\" \/>This module also helps the user to restrict any field in any of the stages of the opportunity, for example; New, Qualified, Proposition, Won and any other stages created by the user by adding the fields as a restricted field on the stages form.<\/span><\/p>\n<p class=\"c2\"><img decoding=\"async\" class=\"alignnone size-full wp-image-10042\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field2.png\" alt=\"\" width=\"1068\" height=\"433\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field2.png 1068w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field2-300x122.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field2-1024x415.png 1024w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field2-768x311.png 768w\" sizes=\"(max-width: 1068px) 100vw, 1068px\" \/><\/p>\n<p><span style=\"color: #000000;\"><span class=\"c0\">If the user is moving from one stage to another and the required field is empty, then he\/she will get an Odoo&#8217;s warning message with the missing field name, so it is easy to rectify for the user which field is missing.\u00a0<\/span><\/span><\/p>\n<div><span style=\"color: #000000; font-family: Arial; font-size: 11pt; white-space: pre-wrap;\">\u00a0<\/span><\/div>\n<p class=\"c2\"><span class=\"c0\"><img decoding=\"async\" class=\"alignnone size-full wp-image-10041\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field3.png\" alt=\"\" width=\"1232\" height=\"408\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field3.png 1232w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field3-300x99.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field3-1024x339.png 1024w, https:\/\/targetintegration.com\/wp-content\/uploads\/2017\/05\/required_field3-768x254.png 768w\" sizes=\"(max-width: 1232px) 100vw, 1232px\" \/>\u00a0<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>In the Odoo CRM module, there is no restriction over the fields. This means you can move between the stages&#8230;<\/p>","protected":false},"author":4,"featured_media":6252,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[178],"tags":[85,77,57],"class_list":["post-6366","post","type-post","status-publish","has-post-thumbnail","hentry","category-odoo","tag-business-management","tag-cloud","tag-crm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Manage Restrictions over &quot;Fields&quot; for an opportunity in Odoo -<\/title>\n<meta name=\"description\" content=\"In the Odoo CRM module, there is no restriction over the fields.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/targetintegration.com\/en_in\/how-to-manage-restrictions-over-fields-for-an-opportunity-in-odoo\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Manage Restrictions over &quot;Fields&quot; 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