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remove sale_line_id from context when creating a new task from the project dashboard

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Alexander Kisekka

In odoo 18. Navigate to projects -> Project A dashboard -> Tasks -> Task A Form View. When i click New to create a new task, the new task form view shows with  Sales Order Item field is prefilled by the sale order item of the project. I want to change this behaviour so that the Sales Order Item field is not prefilled by default.

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,


When creating a new task from the Project dashboard, Odoo automatically passes certain context values — such as sale_line_id — especially if the task is being created from a related Sales Order. If you want to remove the sale_line_id from the context to make the task independent of the sale order, you can override the context in your custom module.


Here’s how you can handle it:


    Inherit the Action or Button:

    Go to Settings → Technical → Views and locate the action used for creating tasks.


    Override the Context:

    In your custom module, inherit this action and remove the sale_line_id from its context:


    <record id="action_view_task_custom" model="ir.actions.act_window">

        <field name="inherit_id" ref="project.action_view_task"/>

        <field name="context">{'default_sale_line_id': False}</field>

    </record>


    Alternative:

    You can also override the create method of the task model and simply pop the key:


    @api.model

    def create(self, vals):

        vals.pop('sale_line_id', None)

        return super(ProjectTask, self).create(vals)


This ensures that the sale_line_id won’t be linked automatically when creating new tasks from the dashboard.


Hope it helps

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