| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 28 |
| Technical Name |
apex_crm_disable_pipeline_kanban_list_create |
| License | OPL-1 |
| Versions | 17.0 18.0 19.0 |
Disable CRM Create Button
in Kanban & List Views
A lightweight JavaScript-only Odoo app that disables direct opportunity creation from the CRM Pipeline Kanban and Opportunities List views, without changing CRM backend models, access rights, record rules, or business logic.
Community / Enterprise
Create + Quick Create Disabled
Create Disabled
Screenshots used in this app page
screen_1.png
Kanban Before
screen_2.png
Kanban After
screen_3.png
List Before
screen_4.png
List After
Keep opportunity creation inside your approved sales process
This app helps companies prevent users from creating opportunities directly from selected CRM views. It is useful when opportunities should only be created from lead conversion, website forms, imports, approvals, automation, or custom business flows.
- OK Community
- OK Enterprise On-premise
- OK Odoo.sh
- NO Odoo Online
Lightweight CRM UI restriction without backend risk
The app uses Odoo backend asset JavaScript patches to disable create actions in specific CRM views. It does not modify CRM security rules, database schema, or server-side business logic.
Pipeline Create Disabled
Removes the direct create action from the CRM Pipeline Kanban view for opportunity records.
Quick Create Disabled
Disables Kanban quick-create behavior and removes inline Kanban create definitions.
Opportunities List Restricted
Disables the create action from the CRM Opportunities List view for a consistent process.
No Backend Override
No Python model override, no controller override, no server action, and no database field changes.
CRM Only
Targets the CRM Lead/Opportunity model and selected CRM views only.
JavaScript Only
Contains only two backend asset JavaScript files loaded through web.assets_backend.
Kanban Before & After
screen_1.png shows the Kanban view before installing the app. screen_2.png shows the Kanban view after the Create button and quick-create behavior are disabled.
Create Button Available
Before installing the module, users can create new opportunities directly from the CRM Pipeline Kanban.
Create Button Removed
After installing the module, the Create button and Kanban quick-create behavior are hidden.
List Before & After
screen_3.png shows the Opportunities List before installing the app. screen_4.png shows the List view after the Create/New button is removed.
New Button Available
Before installing the module, users can create opportunities directly from the Opportunities List view.
New Button Removed
After installing the module, the Create/New button is hidden from the Opportunities List view.
What the App Changes
This module is intentionally small and focused. It changes only the client-side create availability for selected CRM views.
| Target Model | crm.lead |
|---|---|
| Kanban Patch | CrmKanbanArchParser patch disables create, quickCreate, creates, and onCreate. |
| List Patch | ListArchParser patch disables create and removes inline create definitions. |
| Asset Bundle | web.assets_backend |
| Backend Impact | No backend model override, no ACL change, no record rule change, and no database schema change. |
| Uninstall Safety | Uninstalling the module restores the default CRM create behavior. |
Install and refresh backend assets
Install the app like any standard Odoo module. For testing, open Odoo with debug assets mode to confirm that both JavaScript files are loaded correctly.
Copy
Place the module inside your custom addons path.
Update Apps
Restart Odoo and update the apps list.
Install
Install the CRM Disable Pipeline Create module.
Refresh
Clear browser cache or use /web?debug=assets.
Changelog
Stay up to date with the latest app release information.
- Added CRM Pipeline Kanban quick-create restriction.
- Added CRM Opportunities List create restriction.
- Added JavaScript-only backend asset implementation.
- Kept CRM backend models, security rules, and database schema untouched.
CRM Disable Pipeline Create
Frontend-only CRM create restriction for Odoo Pipeline Kanban and Opportunities List views. For implementation support, customization, bug fixes, or technical assistance, contact Apex Development.
Send us your request
Use email for installation support, technical issues, custom restrictions, group-based conditions, and Odoo version compatibility questions.
Scan QR or open WhatsApp
Use WhatsApp for quick questions, demos, setup support, and fast communication with Apex Development.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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