168 lines
8.8 KiB
XML
168 lines
8.8 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="crm_reveal_rule_form" model="ir.ui.view">
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<field name="name">crm.reveal.rule.form</field>
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<field name="model">crm.reveal.rule</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<div class="oe_button_box" name="button_box">
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<button name="action_get_opportunity_tree_view" class="oe_stat_button" type="object" icon="fa-star" invisible="lead_type != 'opportunity' and opportunity_count == 0">
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<div class="o_stat_info">
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<field name="opportunity_count"/>
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<span class="o_stat_text"> Opportunities </span>
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</div>
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</button>
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<button name="action_get_lead_tree_view" class="oe_stat_button" type="object" icon="fa-star" groups="crm.group_use_lead" invisible="lead_type != 'lead' and lead_count == 0">
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<div class="o_stat_info">
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<field name="lead_count"/>
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<span class="o_stat_text"> Leads </span>
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</div>
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</button>
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</div>
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<div class="oe_title mb8">
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<label for="name"/>
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<h1 class="o_row">
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<field name="name" placeholder="e.g. US Visitors"/>
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</h1>
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</div>
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<div class="row">
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<div class="col-md-6">
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<group>
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<field name="lead_for" widget="radio"/>
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<field name="active" widget="boolean_toggle"/>
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</group>
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<group string="Website Traffic Conditions">
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<field name="country_ids" widget="many2many_tags" options="{'no_open': True, 'no_create': True}"/>
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<field name="website_id" options="{'no_open': True, 'no_create_edit': True}" groups="website.group_multi_website"/>
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<field name="state_ids" widget="many2many_tags" invisible="not country_ids" domain="[('country_id', 'in', country_ids)]"/>
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<field name="regex_url" widget="website_urls" placeholder="e.g. /page"/>
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<field name="sequence"/>
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</group>
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</div>
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<div class="col-md-6">
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<div class="alert alert-info" role="alert">
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1 credit is consumed per visitor matching the website traffic conditions and whose company can be identified.<br/>
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<span invisible="lead_for != 'people'">Up to <field name="extra_contacts" readonly="1" class="mb0"/> additional credit(s) are consumed if the company matches this rule.</span>
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</div>
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<div class="alert alert-info" role="alert" invisible="lead_for != 'people'">
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Make sure you know if you have to be GDPR compliant for storing personal data.
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</div>
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</div>
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</div>
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<group>
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<group string="Opportunity Generation Conditions">
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<field name="industry_tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True, 'no_quick_create': True}"/>
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<field name="filter_on_size"/>
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<label for="company_size_min" invisible="not filter_on_size"/>
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<div invisible="not filter_on_size">
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From <field name="company_size_min" class="oe_inline col-sm-3" />
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to <field name="company_size_max" class="oe_inline col-sm-3" />
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employees
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</div>
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</group>
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<group string="Contact Filter" invisible="lead_for != 'people'">
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<field name="extra_contacts"/>
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<field name="contact_filter_type" widget="radio"/>
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<field name="preferred_role_id" invisible="contact_filter_type != 'role'" options="{'no_create_edit': True, 'no_quick_create': True}"/>
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<field name="other_role_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True, 'no_quick_create': True}" invisible="not preferred_role_id or contact_filter_type != 'role'"/>
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<field name="seniority_id" invisible="contact_filter_type != 'seniority'" options="{'no_create_edit': True, 'no_quick_create': True}"/>
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</group>
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</group>
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<field name="lead_type" invisible="1"/>
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<separator invisible="lead_type != 'lead'" string="Lead Data" />
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<separator invisible="lead_type != 'opportunity'" string="Opportunity Data" />
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<group>
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<group>
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<field name="lead_type" groups="crm.group_use_lead"/>
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<field name="suffix"/>
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<field name="team_id" context="{'kanban_view_ref': 'sales_team.crm_team_view_kanban'}"/>
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<field name="user_id" domain="[('share', '=', False)]"/>
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</group>
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<group>
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<field name="tag_ids" widget="many2many_tags"/>
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<field name="priority" widget="priority"/>
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</group>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<record id="crm_reveal_rule_tree" model="ir.ui.view">
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<field name="name">crm.reveal.rule.tree</field>
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<field name="model">crm.reveal.rule</field>
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<field name="arch" type="xml">
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<tree>
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="lead_type"/>
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</tree>
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</field>
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</record>
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<record id="crm_reveal_rule_view_search" model="ir.ui.view">
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<field name="name">crm.reveal.rule.view.search</field>
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<field name="model">crm.reveal.rule</field>
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<field name="arch" type="xml">
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<search string="Search CRM Reveal Rule">
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<field string="Rule" name="name"/>
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<separator/>
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<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
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</search>
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</field>
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</record>
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<record id="crm_reveal_rule_action" model="ir.actions.act_window">
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<field name="name">Visits to Leads Rules</field>
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<field name="res_model">crm.reveal.rule</field>
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<field name="view_mode">tree,form</field>
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<field name="search_view_id" ref="crm_reveal_rule_view_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a conversion rule
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</p><p>
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Create rules to generate B2B leads/opportunities from your website visitors.
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</p>
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</field>
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</record>
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<record id="crm_reveal_view_form" model="ir.ui.view">
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<field name="name">crm.reveal.view.form</field>
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<field name="model">crm.reveal.view</field>
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<field name="arch" type="xml">
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<form>
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<header>
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<field name="reveal_state" widget="statusbar" options="{'clickable': '1'}"/>
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</header>
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<sheet>
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<group>
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<field name="reveal_ip"/>
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<field name="reveal_rule_id"/>
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<field name="create_date"/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<record id="crm_reveal_view_tree" model="ir.ui.view">
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<field name="name">crm.reveal.view.tree</field>
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<field name="model">crm.reveal.view</field>
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<field name="arch" type="xml">
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<tree>
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<field name="reveal_ip"/>
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<field name="reveal_rule_id"/>
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<field name="reveal_state"/>
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<field name="create_date"/>
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</tree>
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</field>
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</record>
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<record id="crm_reveal_view_action" model="ir.actions.act_window">
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<field name="name">Lead Generation Views</field>
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<field name="res_model">crm.reveal.view</field>
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<field name="view_mode">tree,form</field>
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</record>
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</odoo>
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