- | I check segmentation which allows users to perform segmentation within partners. - I create a crm profiling question record. - !record {model: crm_profiling.question, id: crm_profiling_question_openerppartner0}: answers_ids: - name: 'no' name: OpenERP partner? - I create a crm profiling answer record. - !record {model: crm_profiling.answer, id: crm_profiling_answer_openerppartner0}: name: 'yes' question_id: crm_profiling_question_openerppartner0 - I create Partner category Customers. - !record {model: res.partner.category, id: res_partner_category_customers0}: name: Customers - | I'm creating new partner "John" with his email "info@mycustomer.com". - !record {model: res.partner, id: res_partner_john0}: city: Bruxelles country_id: base.be street: Rue des Palais 51, bte 33 type: default zip: '1000' email: 'info@mycustomer.com' name: John category_id: - res_partner_category_customers0 - Define the answers and category to partner. - !python {model: res.partner}: | data ={'form': {'questionnaire_name': ref('res_partner_john0')}, 'ids': [ref('res_partner_john0')], 'report_type': 'pdf', 'model': 'res.partner', 'id': ref('res_partner_john0')} context['active_id'] = ref('res_partner_john0') self._questionnaire_compute(cr, uid, [ref('crm_profiling_answer_openerppartner0')], context) - | I start by creating new Questionnaire. - !record {model: crm_profiling.questionnaire, id: crm_profiling_questionnaire_basequestionnaire0}: description: First questionnaire. name: Base questionnaire questions_ids: - crm_profiling.activity_sector - crm_profiling.nb_employees - crm_profiling.partner_level - I create a segmentation record. - !record {model: crm.segmentation, id: crm_segmentation_test1}: answer_yes: - crm_profiling_answer_openerppartner0 categ_id: res_partner_category_customers0 name: test parent_id: crm_profiling.crm_segmentation0 profiling_active: true som_interval: 0.0 - | I continue the process of segmentation. - !python {model: crm.segmentation}: | self.process_continue(cr, uid, [ref('crm_segmentation_test1')], start=False)