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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.
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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