2009-12-04 14:15:17 +00:00
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<?xml version="1.0"?>
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<openerp>
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2010-05-13 08:39:35 +00:00
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<data>
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2010-05-27 09:26:52 +00:00
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<!-- Helpdesk Support Categories Configuration Menu-->
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<menuitem id="menu_config_helpdesk" name="Helpdesk"
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2012-04-25 11:51:39 +00:00
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groups="base.group_no_one"
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2012-03-19 12:24:13 +00:00
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parent="base.menu_base_config" sequence="60" />
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2009-12-04 14:15:17 +00:00
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2010-05-13 08:39:35 +00:00
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<!-- Helpdesk Support Categories Form View -->
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2010-03-22 10:40:26 +00:00
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2010-05-13 08:39:35 +00:00
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<record id="crm_helpdesk_categ_action" model="ir.actions.act_window">
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<field name="name">Helpdesk Categories</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
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<field name="domain">[('object_id.model', '=', 'crm.helpdesk')]</field>
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2011-11-24 14:20:01 +00:00
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<field name="context" eval="{'object_id': ref('model_crm_helpdesk')}"/>
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2010-12-14 06:22:11 +00:00
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<field name="help">Create and manage helpdesk categories to better manage and classify your support requests.</field>
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2010-05-13 08:39:35 +00:00
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</record>
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2009-12-04 14:15:17 +00:00
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2010-05-27 09:26:52 +00:00
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<menuitem action="crm_helpdesk_categ_action" name="Categories"
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2012-03-19 10:09:54 +00:00
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id="menu_crm_case_helpdesk-act" parent="menu_config_helpdesk" groups="base.group_no_one"/>
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2010-03-22 10:40:26 +00:00
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2010-05-13 08:39:35 +00:00
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<!-- Helpdesk Support Form View -->
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2009-12-31 12:57:20 +00:00
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2010-05-13 08:39:35 +00:00
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<record model="ir.ui.view" id="crm_case_form_view_helpdesk">
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<field name="name">CRM - Helpdesk Support Form</field>
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<field name="model">crm.helpdesk</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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2012-06-11 09:07:01 +00:00
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<form version="7.0">
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2012-06-04 12:11:39 +00:00
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<header>
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2012-05-29 15:09:32 +00:00
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<button name="case_open" string="Open" type="object"
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states="draft,pending"/>
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2012-05-30 07:47:41 +00:00
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<button name="case_close" string="Close" type="object"
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2012-05-30 10:42:43 +00:00
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states="open,draft,pending"/>
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2012-05-29 15:09:32 +00:00
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<button name="case_pending" string="Pending" type="object"
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states="draft,open"/>
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<button name="case_reset" string="Reset to Draft" type="object"
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2012-05-30 10:11:31 +00:00
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states="cancel,done"/>
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2012-05-29 15:09:32 +00:00
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<button name="case_escalate" string="Escalate" type="object"
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states="open,draft,pending"/>
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<button name="case_cancel" string="Cancel" type="object"
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states="draft,open,pending"/>
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2012-06-09 14:39:04 +00:00
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<field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
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2012-06-04 12:11:39 +00:00
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</header>
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2012-04-25 12:45:59 +00:00
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<sheet string="Helpdesk Support" layout="auto">
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2012-06-09 14:39:04 +00:00
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<group col="4" class="oe_form_header">
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<field name="name" string="Query"/>
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2010-05-13 08:39:35 +00:00
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<field name="section_id" widget="selection"/>
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2012-06-09 14:39:04 +00:00
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<field name="user_id"/>
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<field name="date"/>
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2010-05-13 08:39:35 +00:00
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<field name="date_deadline"/>
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</group>
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2012-06-09 14:39:04 +00:00
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<notebook>
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2010-05-13 08:39:35 +00:00
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<page string="General">
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2012-06-09 14:39:04 +00:00
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<group>
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<group string="Communication">
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<field name="partner_id"
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on_change="onchange_partner_id(partner_id, email_from)"
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/>
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<field name="email_from"/>
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<button name="remind_partner"
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states="open,pending"
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string="Send Reminder" type="object"
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icon="gtk-go-forward" />
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</group>
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<group string="Categorization">
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<field name="priority"/>
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<field name="categ_id" context="{'object_id':'crm.helpdesk'}"/>
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<field name="channel_id"/>
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</group>
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2010-05-13 08:39:35 +00:00
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</group>
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2010-02-10 05:38:01 +00:00
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2012-06-09 14:39:04 +00:00
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<separator string="Notes"/>
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<field name="description"/>
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2010-05-13 08:39:35 +00:00
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</page>
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2012-04-25 11:51:39 +00:00
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<page string="Extra Info">
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2012-06-09 14:39:04 +00:00
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<group>
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<group groups="base.group_no_one" string="Dates">
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<field name="create_date"/>
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<field name="write_date"/>
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<field name="date_closed"/>
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</group>
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<group string="Misc">
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<field name="id"/>
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<field name="active"/>
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</group>
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<group string="Estimates">
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<field name="planned_cost"/>
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</group>
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<group string="References">
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<field name="ref"/>
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<field name="ref2"/>
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</group>
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2010-06-29 10:52:26 +00:00
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</group>
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</page>
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2010-05-13 08:39:35 +00:00
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</notebook>
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2012-04-27 11:42:28 +00:00
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</sheet>
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2012-06-09 14:39:04 +00:00
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<footer>
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<field name="message_ids" widget="ThreadView"/>
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</footer>
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2010-05-13 08:39:35 +00:00
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</form>
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</field>
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</record>
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<!-- Helpdesk Support Tree View -->
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2010-03-22 10:40:26 +00:00
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2010-05-13 08:39:35 +00:00
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<record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
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<field name="name">CRM - Helpdesk Support Tree</field>
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<field name="model">crm.helpdesk</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Helpdesk Support Tree"
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2011-06-20 11:15:43 +00:00
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colors="black:state=='open';blue:state=='pending';gray:state in ('cancel','done')">
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2010-06-24 13:17:29 +00:00
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<field name="name" string="Query" />
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2010-05-13 08:39:35 +00:00
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<field name="partner_id" string="Partner"/>
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<field name="date" string="Date"/>
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<field name="date_deadline"/>
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<field name="user_id"/>
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<field name="section_id"/>
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<field name="priority"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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2010-03-22 10:40:26 +00:00
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2010-05-13 08:39:35 +00:00
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<!-- Helpdesk Support Calendar View -->
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2009-12-23 11:43:11 +00:00
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2010-05-13 08:39:35 +00:00
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<record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
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<field name="name">CRM - Helpdesk Support Calendar</field>
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<field name="model">crm.helpdesk</field>
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<field name="type">calendar</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="categ_id"/>
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</calendar>
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</field>
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</record>
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2010-03-22 10:40:26 +00:00
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2010-05-13 08:39:35 +00:00
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<!-- Helpdesk Support Search View -->
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2010-02-10 05:38:01 +00:00
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2010-05-13 08:39:35 +00:00
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<record id="view_crm_case_helpdesk_filter" model="ir.ui.view">
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<field name="name">CRM - Helpdesk Search</field>
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<field name="model">crm.helpdesk</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Helpdesk">
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2012-03-19 10:09:54 +00:00
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<filter icon="terp-check" string="New"
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2011-09-23 17:22:47 +00:00
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name="current"
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2011-09-21 07:15:44 +00:00
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domain="[('state','=','draft')]"
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help="New Helpdesk Request" />
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2011-09-19 07:09:09 +00:00
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<filter icon="terp-camera_test"
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2011-09-19 11:12:14 +00:00
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string="Open"
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2011-09-19 07:09:09 +00:00
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domain="[('state','=','open')]"
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2011-09-19 11:24:13 +00:00
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help="Open Helpdesk Request"
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2011-09-19 07:09:09 +00:00
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/>
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"
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help="All pending Helpdesk Request"
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/>
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<separator orientation="vertical"/>
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-go-today" string="Today"
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2011-09-24 00:55:47 +00:00
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domain="[('date','>=',current_date), ('date','<=',current_date)]"
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2010-05-13 08:39:35 +00:00
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help="Todays's Helpdesk Requests"
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/>
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2010-06-07 12:35:16 +00:00
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<filter icon="terp-go-week"
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2012-03-19 10:09:54 +00:00
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string="7 Days"
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2010-05-13 08:39:35 +00:00
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help="Helpdesk requests during last 7 days"
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2011-09-24 00:55:47 +00:00
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domain="[('date','<',current_date), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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2010-05-13 08:39:35 +00:00
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/>
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<separator orientation="vertical"/>
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2011-03-15 12:41:11 +00:00
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<field name="name" string="Query"/>
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2010-05-13 08:39:35 +00:00
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<field name="partner_id" />
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2011-03-15 12:41:11 +00:00
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<field name="user_id" widget="selection"/>
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<field name="section_id" widget="selection" string="Sales Team">
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2012-04-25 11:51:39 +00:00
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<filter icon="terp-personal+"
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2012-05-21 16:07:45 +00:00
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domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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2010-10-05 06:48:31 +00:00
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help="My Sales Team(s)" />
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2010-05-13 08:39:35 +00:00
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</field>
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2012-03-19 10:09:54 +00:00
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<newline/>
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2010-06-07 12:35:16 +00:00
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<group expand="0" string="Group By...">
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2010-06-24 13:17:29 +00:00
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<filter string="Partner" icon="terp-partner"
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2010-10-04 05:47:57 +00:00
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domain="[]" help="Partner"
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context="{'group_by':'partner_id'}" />
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2010-06-24 13:17:29 +00:00
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<filter string="Responsible" icon="terp-personal"
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2010-10-04 05:47:57 +00:00
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domain="[]" help="Responsible User"
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context="{'group_by':'user_id'}" />
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2010-06-24 13:17:29 +00:00
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<filter string="Sales Team" icon="terp-personal+"
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2010-10-04 05:47:57 +00:00
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domain="[]" help="Sales Team"
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context="{'group_by':'section_id'}" />
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2010-06-24 13:17:29 +00:00
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<separator orientation="vertical"/>
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2010-06-07 12:35:16 +00:00
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<filter string="Priority" icon="terp-rating-rated"
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2010-05-13 08:39:35 +00:00
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domain="[]" context="{'group_by':'priority'}" />
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2012-05-04 11:57:48 +00:00
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<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]"
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2010-09-20 10:40:59 +00:00
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context="{'group_by':'state'}" />
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2010-06-24 13:17:29 +00:00
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<separator orientation="vertical"/>
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<filter string="Date" icon="terp-go-month"
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2010-10-04 05:47:57 +00:00
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domain="[]" help="Request Date"
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context="{'group_by':'date'}" />
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<filter string="Deadline" icon="terp-go-month"
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domain="[]"
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context="{'group_by':'date_deadline'}" />
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2010-05-13 08:39:35 +00:00
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</group>
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</search>
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</field>
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</record>
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2010-03-22 10:40:26 +00:00
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2010-05-13 08:39:35 +00:00
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</data>
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2009-12-04 14:15:17 +00:00
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</openerp>
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