4 <!-- Helpdesk Support Categories Configuration Menu-->
5 <menuitem id="menu_config_helpdesk" name="Helpdesk"
6 groups="base.group_no_one"
7 parent="base.menu_base_config" sequence="60" />
9 <!-- Helpdesk Support Categories Form View -->
11 <record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
12 <field name="name">Helpdesk Categories</field>
13 <field name="res_model">crm.case.categ</field>
14 <field name="view_type">form</field>
15 <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
16 <field name="domain">[('object_id.model', '=', 'crm.helpdesk')]</field>
17 <field name="context" eval="{'object_id': ref('model_crm_helpdesk')}"/>
18 <field name="help">Create and manage helpdesk categories to better manage and classify your support requests.</field>
21 <menuitem action="crm_helpdesk_categ_action" name="Categories"
22 id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" groups="base.group_no_one"/>
24 <!-- Helpdesk Support Form View -->
26 <record model="ir.ui.view" id="crm_case_form_view_helpdesk">
27 <field name="name">CRM - Helpdesk Support Form</field>
28 <field name="model">crm.helpdesk</field>
29 <field name="type">form</field>
30 <field name="arch" type="xml">
33 <button name="case_open" string="Open" type="object" class="oe_highlight"
34 states="draft,pending"/>
35 <button name="case_close" string="Close" type="object" states="draft,pending"/>
36 <button name="case_close" string="Close" type="object" states="open" class="oe_highlight"/>
37 <button name="case_pending" string="Pending" type="object"
39 <button name="case_pending" string="Pending" type="object"
41 <button name="case_reset" string="Reset to Draft" type="object"
42 states="cancel,done"/>
43 <button name="case_escalate" string="Escalate" type="object"
44 states="open,draft,pending"/>
45 <button name="case_cancel" string="Cancel" type="object"
46 states="draft,open,pending"/>
47 <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
49 <sheet string="Helpdesk Support">
50 <group col="4" class="oe_header">
51 <field name="name" string="Query"/>
52 <field name="section_id" widget="selection"/>
53 <field name="user_id"/>
55 <field name="date_deadline"/>
58 <page string="General">
60 <group string="Communication">
61 <field name="partner_id"
62 on_change="onchange_partner_id(partner_id, email_from)"
64 <field name="email_from"/>
65 <button name="remind_partner"
67 string="Send Reminder" type="object"
68 icon="gtk-go-forward" />
70 <group string="Categorization">
71 <field name="priority"/>
72 <field name="categ_id" domain="[('object_id.model', '=', 'crm.helpdesk')]"/>
73 <field name="channel_id"/>
77 <separator string="Notes"/>
78 <field name="description"/>
80 <page string="Extra Info">
82 <group groups="base.group_no_one" string="Dates">
83 <field name="create_date"/>
84 <field name="write_date"/>
85 <field name="date_closed"/>
89 <field name="active"/>
91 <group string="Estimates">
92 <field name="planned_cost"/>
94 <group string="References">
103 <field name="message_ids" widget="ThreadView"/>
109 <!-- Helpdesk Support Tree View -->
111 <record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
112 <field name="name">CRM - Helpdesk Support Tree</field>
113 <field name="model">crm.helpdesk</field>
114 <field name="type">tree</field>
115 <field name="arch" type="xml">
116 <tree string="Helpdesk Support Tree"
117 colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
118 <field name="name" string="Query" />
119 <field name="partner_id" string="Partner"/>
120 <field name="date" string="Date"/>
121 <field name="date_deadline"/>
122 <field name="user_id"/>
123 <field name="section_id"/>
124 <field name="priority"/>
125 <field name="state"/>
130 <!-- Helpdesk Support Calendar View -->
132 <record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
133 <field name="name">CRM - Helpdesk Support Calendar</field>
134 <field name="model">crm.helpdesk</field>
135 <field name="type">calendar</field>
136 <field name="priority" eval="2"/>
137 <field name="arch" type="xml">
138 <calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
140 <field name="partner_id"/>
141 <field name="categ_id"/>
146 <!-- Helpdesk Support Search View -->
148 <record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
149 <field name="name">CRM - Helpdesk Search</field>
150 <field name="model">crm.helpdesk</field>
151 <field name="type">search</field>
152 <field name="arch" type="xml">
153 <search string="Search Helpdesk">
154 <field name="name" string="Query"/>
155 <separator orientation="vertical"/>
157 <separator orientation="vertical"/>
158 <filter icon="terp-check" string="New"
160 domain="[('state','=','draft')]"
161 help="New Helpdesk Request" />
162 <filter icon="terp-camera_test"
164 domain="[('state','=','open')]"
165 help="Open Helpdesk Request"
167 <filter icon="terp-gtk-media-pause"
169 domain="[('state','=','pending')]"
170 help="All pending Helpdesk Request"
172 <filter string="Assigned to Me or My Sales Team(s)"
173 icon="terp-personal+"
174 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
175 help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" />
176 <separator orientation="vertical"/>
177 <field name="partner_id" />
178 <field name="user_id" widget="selection"/>
179 <field name="section_id" widget="selection" string="Sales Team"/>
181 <group expand="0" string="Group By...">
182 <filter string="Partner" icon="terp-partner"
183 domain="[]" help="Partner"
184 context="{'group_by':'partner_id'}" />
185 <filter string="Responsible" icon="terp-personal"
186 domain="[]" help="Responsible User"
187 context="{'group_by':'user_id'}" />
188 <filter string="Sales Team" icon="terp-personal+"
189 domain="[]" help="Sales Team"
190 context="{'group_by':'section_id'}" />
191 <separator orientation="vertical"/>
192 <filter string="Priority" icon="terp-rating-rated"
193 domain="[]" context="{'group_by':'priority'}" />
194 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]"
195 context="{'group_by':'state'}" />
196 <separator orientation="vertical"/>
197 <filter string="Date" icon="terp-go-month"
198 domain="[]" help="Request Date"
199 context="{'group_by':'date'}" />
200 <filter string="Deadline" icon="terp-go-month"
202 context="{'group_by':'date_deadline'}" />