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To use this module, follow these steps: | ||
Using this Module: | ||
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#. Create exception rules for the `crm.lead` model. | ||
#. Navigate to CRM > Stages: | ||
To configure exception handling for CRM stages, follow these steps: | ||
a. Create a new stage or edit an existing one. | ||
b. Check the `ignore_exception` checkbox if you want to disable exception checks for this stage. | ||
c. Define specific exception rules in `exception_ids`. The defined exception rules will be checked for this stage. If this field is left empty, all exceptions will be checked. | ||
When working with the crm.lead model, you can establish standard exception handling | ||
by defining rules based on specific criteria. (Standard exception handling means | ||
the module automatically checks all exception rules associated with the current record model, crm.lead.) | ||
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Note: Customizing exception rules allows you to tailor the exception handling behavior for each CRM stage to meet specific needs. | ||
Additionally, the module offers advanced exception control for CRM stages. As you navigate to CRM > Stages, | ||
you can create or edit a stage and use the ignore_exception option to bypass standard checks for that stage if needed. | ||
Moreover, by defining specific exception rules in the exception_ids field for a stage, these rules will exclusively be checked | ||
for that stage, providing a more tailored approach. If the exception_ids field is left empty, the stage will follow standard behavior | ||
and check all exceptions. |
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odoo-addon-base-exception @ git+https://github.com/OCA/server-tools@refs/pull/2757/head#subdirectory=setup/base_exception |