Odoo activity view example

Odoo activity view example. I'm on Odoo 13. Char. It will say that I've completed all my activities, which factually isn't wrong and that's why I wonder if this is intended. The concepts introduced in Chapter 3, including views and examples, will be essential for understanding the material covered in this chapter. Gantt How do you define specific (not default) views for each view mode type (form, tree, etc. Same goes for How do we setup a process for automated emails to be sent based on a customer response. Add gallery as one of the view type in the orders action. Suggest Next Activity: Suggest the mentioned activities once the current one is marked as done. But when we mark an action as done it disappears from that views. 2. Usual database representation: column on target model pointing to source model id. The activities will be shown in a table like view where every row is a record and column is the activity type of the activity. From the activity view, we get information about all activities within the records that we created inside a model. multiRecord: Whether the view is supposed to manage a single record or a set of Default User: Select a user for this activity to default assign to. View scheduled activities ¶ To view scheduled activities, open either the Sales app or CRM app and click the 🕘 (clock) icon, located to the far-right side of the other view view_ids. Add a button to be visible to some specific gr Configuration¶. Create / #Schedule an #activity through code. Set your activity types¶ A number of generic activities types are available by default in Odoo (e. Example: In CRM, navigate to activities. In our real estate module, we need to organize the fields in a logical way: in the list (tree) view, we want to display more than just the name. For example, by ticking Human Resources, your HR documents are automatically available in the HR workspace, while documents related to Payroll are automatically available in the Payroll sub-workspace. 0 specification and provides a range of services and methods for performing CRUD operations, executing actions, generating reports, and more. How does one create a consolidated Activity report to answer the basic managerial question: what are all the things my sales staff have done this week? This question is marked as 'Resolved'. In Odoo there is a functionality to plan an activity like a call, email or a meeting that is attached to particular record (like a task inside a project or a opportunity in CRM). Thank you. For example, when a mail gets sent from my end, and if the customer has replied back to it, a mail should be sent automatically thanking for the reply, and incase the customer hasn't replied back to the mail, Odoo should notice that no reply has been received for the mail sent and a follow-up mail should be Oct 12, 2021 · In this video, you will learn:1. What do i need to do besides defining a customized view for a user (under user interface) to get that user to see it instead of the original one? I need to remove many fields and add 2 new ones on that view. It follows the JSON-RPC 2. Requirement. Delete / Done the activity. Form views accept the following children semantic components: field, label, button, Chatter widget, and Attachments preview widget. According to the Activity Type, you may have additional options available. act_window action pointing to the Activities view. models. If you would like to set new ones, go to Settings / General settings / Activity types. Odoo's unique value proposition is to be at the same time very easy to use and fully integrated. Abstract Example: A surname (source model) can point to many different customers. Calendar. This method is stand alone, because Set your activity types¶ A number of generic activities types are available by default in Odoo (e. However, when you click to open the activity there is no way to get to the actual opportunity via a link. js. Let us see how we could do it in a more declarative way, with the t-model directive. Currently only available in Odoo Enterprise . The “Assigned to” field. For example, a kanban view with some extra ribbon-like widget on top (to display some specific custom information). Notification for Project Delay: I aim to have Activities are follow-up tasks tied to a record in an Odoo database. in the search view, we must be able to search on more than just the name. ir_ui_view. How to create module in Odoo 15. Tip. js, import the controller, create a view object, and register it in the view registry under the name gallery. It is generated automatically, based on view_id and view_ids fields. Default '' Semantic components¶. I created the new menu item with Odoo UI (Create the menu item, create window action, create the view for new object model) Thank you. Create the gallery_view. Next Activity. When Configuration¶. It is easy to produce activity types and new activities for an individual using Odoo 16 CRM module. You can modify views using the built-in XML editor: Activate the Developer mode, go to the view you want to edit, select the View tab, and click </> XML. From the activity view of Odoo we get information on all activities that are linked to our records. Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. Or should i do it inheriting a view? That way, i know how to add fields, but not remove them. For example, on the activity view of "fleet. ir. icon: Which icon to use in the view switcher. Hi Odoo developers, I have a model named 'TypeTask' which has a Char field called 'name_task'. Dec 28, 2022 · Users can create teams, customers, leads, activities, sales teams, tags, stages, and more. ) in act_window xml? Jul 5, 2023 · Normally we create a view using XML. ui. Subclass an existing view¶ Assume we need to create a custom version of a generic view. To open the activity view, click the (clock) icon. For example: A marketing site that directly integrates with a CRM, eCommerce store, membership site, landing pages, and more. We get information about activities related to our records in this view, so users can easily identify the scheduled activities. Hello everyone, I'm currently in the process of configuring email notifications for certain key events. If available, a (clock) icon is visible in the top-right corner of the main menu bar, amongst the other view option icons. g call, meeting, visit, email, ). This app is an extension of the schedule activity of Odoo standard, which allows displaying all schedule activities to the activity manager, team schedule activities to the supervisor, and my schedule activities to employees or users. call, email, meeting, etc. Displays records as events in a daily, weekly or monthly calendar. Inside the <search> tag, we can add the fields that we need to show on the view. 0 version :) Thank you for your help ! Activity. To solve the previous two exercises, it is likely that you used an event listener on the inputs. When Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. This is often left blank. Most applications in Odoo have an Activity view available. On the pop-up window, select the Activity Type, enter a Summary for that activity, a Due Date, and assign it to an employee. vehicle" model, I can see that I have "Email", "Call", "Meeting" and "Lavage" activities. Default Summary: Enter a short summary of what the activity does. It is not. qweb engine. It is highly recommended that you complete Chapter 1: Fields and Views before starting this chapter. By going to Documents ‣ Configuration ‣ Settings, you can enable the centralization of files attached to a specific area of your activity. @api. The next activity “Call” will be propose, when you fill finish the “Email” activity. For example, if an activity is created for a phone call, and the due date passes, the activity appears with a red phone in list view, and a red clock on the kanban view. In CRM Module i scheduled a meeting with on june 2 a customer that is not showed in 'view activity' option. Planned Activities for Leads and Opportunities. To Create an Activity for a Customer in Odoo 16 CRM In the CRM app, reporting on Activities is straightforward. This section is meant to ask simple questions or leave a rating. The best Odoo Dashboard for Activity Management. I have a menu associated with an action to open the form view of the TypeTask model This form only shows the field 'name_task'. One of the useful views that support Odoo is the activity view which helps the user to manage every business operation. I created another meeting from 'view activity' on june 3, i can see that in calendar too; the problem is with the first meeting. We can view them for example in calendar or in Odoo13 in scheduler view. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point). ). Development Book V17: Activity view. g. Nov 20, 2021 · Save code snippets in the cloud & organize them into collections. access_ids. Best Answer. View scheduled activities ¶ To view scheduled activities, open either the Sales app or CRM app and click the 🕘 (clock) icon, located to the far-right side of the other view Hello I would like to add buttons in kanban view , in order to can click on them directly from the kanban view. addons. Chaining Type: Select how the next activity will be selected. Select an Activity Type, enter a Title and description, then specify when you want the activity to be scheduled in the Due Date In field, and select a User type: To always assign the activity to the same user, select Specific User and add the user in the Responsible field; Activities are follow-up tasks tied to a record in an Odoo database. Query the system for installed models (as a precondition to operations on the model or to explore the system’s content). Let's break down the components of a basic view definition: The following is an example of an activity view that shows the They are instances of the ir. Single condition: Simple condition in programming: if field1 = 10 In Odoo domain filter, it will be written as: syntax : Each tuple in the domain has three fields -> ('field_name', 'operator', value) field_name : a valid name of field of the object model or in the database table A view is defined in the view registry by an object with a few specific keys. js and gallery_controller. I would like to automate email notifications for the following scenarios: Notification for Unpaid Invoice: I want the system to automatically send an email to the client and the company director when an invoice becomes overdue and remains unpaid. View types¶ Activity¶ The Activity view is used to display the activities linked to the records. One2many relation to the Access Rights set on the model. I can see that button by select "Edit form view" from debug menu, I didn't change any xml file. in the form view, the fields should be grouped. Activities due today or in the past will show normally. This is a grid showing Activities. Activity view. The activity view is one of the useful views that support Odoo and allows the user to manage all business operations. Get notified when there's activity on this post Hi ! I was wondering if there's a way to remove an activity type from one model only. View [source] ¶ name ¶ Only useful as a mnemonic/description of the view when looking for one in a list of some sort. Show all activities in one place. How to create activity view in Odoo 15. model ¶ The model linked to the view, if By selecting a Decoration Type, Odoo will change the background color of the related activities of this type. The data are displayed in a chart with the records forming the rows and the activity types the columns. Which field in the Activity form do you edit if you want to delegate your activity to a different person? The “Activity Type” field. Apr 18, 2021 · Activity view is a type of view in Odoo, that helps the user to manage every business operation. xml files in static/src. View in List form. I see the two meetings in calendar, but in 'view activity' just one. Activities can be scheduled on any page of the database that contains a chatter thread, Kanban view, list view, or activities view of an application. I believe it wasn't like this in odoo 15. view model. Consider the following fields in XML view. The author can leave a single reply to each comment. It is only shown inside chatter below particular record as a note and that’s Aug 14, 2023 · A typical Odoo view is defined within an <record> tag in XML format. ¶ Activity types¶ A set of preconfigured activity types is available in the Odoo allows for the searching, filtering, and grouping of records in a view to display only the most relevant records. Shows the res_name field which is the name of the opportunity that the activity was created from. Activity view helps the user to manage and schedule activities within the records. The search bar is located at the top of the view, start typing to search for values , or click the 🔽 (down arrow) icon to access the Filter , Group By , and Favorites drop-down menus. Then, I want that when the user is going to choose a value from this field in the Doing so opens a list with already scheduled activities and allows planning new activities by clicking + Schedule an activity. For example, the CRM pipeline: Activities can be recorded in the “chatter” section on a Form View. Before making requests to the Odoo JSON View types¶ Activity¶ The Activity view is used to display the activities linked to the records. This is done by creating a new module in which you add an XML file. display_name: What should be displayed in the tooltip in the view switcher. Many2Many Aug 21, 2024 · The author can leave a single reply to each comment. Most Odoo view names start with the name of the addon and end with the type of view being discussed. It is difficult to create a view from the Python side for an end user. base. type: The (base) type of a view (for example, form, list …). This field is indeed a list of (view_id, view_type) pairs, you just can't change it directly when dealing with actions stored in database. And when it does it will also We are able to display the name of the source document on various views but cannot get a link to the source document. model can be used to. Using our Chrome & VS Code extensions you can save code snippets online with just one-click! The documentation is a little confusing (I also had a hard time orginaly figuring this out), but not technically wrong. Let's check this case using an example. It will still be available even when disabling the developer mode. Steps to create activity view in Odoo. class odoo. Leaving this empty will allow you to manually assign the activity each time it is selected. Type. Activities can be scheduled on any database page that contains a chatter thread, Kanban view, list view, or activities view of an application. Activity view. Odoo field type: usually an array of target model ids (target models have integer type field pointing to source). To change the default view of a model, access Studio, go to Views, click the (ellipsis) icon next to the desired view, and click Set as Default. Choose between Requirement. in mail thread module use below code. Activity View . You can make this available to all users by simply creating a new menu where it is appropriate for you. actions. Hello there, I've discovered that scheduled dated in the future aren't showing in the activity menu in the top right in my odoo 16 instance. multi def message_post_with_view(self, views_or_xmlid, **kwargs): """ Helper method to send a mail / post a message using a view_id to render using the ir. We have a lot of examples of creating a view. In that case, this can be done in a few steps: Extend the kanban controller/renderer/model and register it in the view registry. Let’s view how to manage activities and Activity Types in Odoo 16. In the XML file you add a record with an inherit_id which links to the original view. for eg. Optional. But I only want "Lavage" activity and 'remove' the others. Odoo's JSON-RPC API allows external applications to interact with Odoo databases remotely. The first cell of each row displays a (customizable, see templates, quite similarly to Kanban) card representing the corresponding record. But a particular customer has just one surname. It helps to make things more systematic. In gallery_view. Implement a simple hello world component in gallery_controller. But a sales rep can schedule and log activities on other objects, too; contacts and quotes, for example. start date, end date) Dashboard. When The activity view is used to show an overview of all activities on a model. This action is used to schedule a new activity linked to the record. Application for Extending Feature of Activity Schedules by Odoo Manage Activities Schedule with Odoo Application by Users and Managers. In this view, we get information about the activities that are related to our records so that users can easily identify the scheduled activities. js, gallery_controller. Refactor the code to use t-model ¶. To schedule an activity through a chatter thread, click the Activities button, located 7. Semantic components tie into the Odoo system and allow interaction with it. This field represents the name of the task type (e. Consider the scenario of the creation of tags. dates need to be specified (e. You can find this method code in odoo addons module. 4. Dec 15, 2023 · Examples of Real-world websites built on Odoo. Warning. This blog is about the activity views and will describe how to create a new activity view. In this blog, we will see how we can create a view using Python code. This amazing dashboard comes with an awesome design and various color combination, allows users to track activities with the presence of highly useful filters and possibility to download Odoo Dashboard. One2many to the View architectures defined for the model. . path. In the Next Activity tab, you can set the Chaining Type as Trigger Next Activity or Suggest Next Activity. 3. An example to inherit the form view from a product: They are instances of the ir. You then create a ir. qab jimfyxu zabarfdx nlz hvh bcnudf zopqj nln dpqjt edx