Odoo activity view. Activites can be scheduled in the log, and while the activity has not been completed (marked as done), it can be both accessed (opening the activity record in meeting), and get a helpful detailed information view. To Create an Activity for a Customer in Odoo 16 CRM Extend the kanban view by extending the kanban controller and by creating a new view object. Hello, How to create an activity in CRM module v 15; when a lead still more than 3 days at 'New' stage, and assign this activity for both: the salesperson and sales team leader using Python code with an automated action? We have seen in the previous chapter that Odoo is able to generate default views for a given model. 1. Default '' Semantic components¶. . When It displays all of the opportunities in the pipeline that have an activity status in the selected color, regardless of the stage. It is easy to produce activity types and new activities for an individual using Odoo 16 CRM module. We get information about activities related to our records in this view, so users can easily identify the scheduled activities. 2. Parameters. View types¶ Activity¶ The Activity view is used to display the activities linked to the records. Instead, we should at least organize the various fields in a logical manner. Most applications in Odoo have an Activity view available. Register it in the views registry under awesome_tshirt. 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. Update the kanban arch to use the extended view. Type. Tons of filters and group by in search view for managing and filtering activities to help quickly find the right activity to work on. Application for Extending Feature of Activity Schedules by Odoo Manage Activities Schedule with Odoo Application by Users and Managers. First, we must add "mail" to the dependencies - 'depends': ['mail'], Bafien had the greatest idea ever: a mix of a kanban view and a list view would be perfect for your needs! In a nutshell, he wants a list of customers on the left of the CRM kanban view. Features View Activities Scheduled for Today 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. Best Answer. In practice, the default view is never acceptable for a business application. Optional. Simplified process to edit an existing activity, or complete an activity without having to navigate to the document Hello I would like to add buttons in kanban view , in order to can click on them directly from the kanban view. "newActivity. the idea is to *add a Date picker* and when user pick a date and press Done it should completely mark Done this scheduled Activity from here, no v10 and v11 of Odoo introduced Linked activities to all records. Semantic components tie into the Odoo system and allow interaction with it. This odoo app also provides features to view activity history and is Neha Kakkar, thank you for the reply. If the view_type = Tree. We have seen in the previous chapter that Odoo is able to generate default views for a given model. From this view you can directly edit and confirm tasks. Employee/User can view deleted/done history own records from menu while schedule activity manager can see all history records for done/deleted activities. Steps to create activity view in Odoo. But when we mark an action as done it disappears from that views. In gallery_view. Create a new template inheriting from the form controller template and add a “Print Label” button after the “New 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. Scheduling activities¶ To schedule an activity on a to-do, click the clock button on the app dashboard, then the + Schedule an activity button. Activities can be scheduled on any database page that contains a chatter thread, Kanban view, list view, or activities view of an application. customer_kanban. I printed the value of the config parameter (oee. Prioritize your day and work the way you work then track them through views like list, kanban, calendar, pivot, graph and dashboards. If available, a (clock) icon is visible in the top-right corner of the main menu bar, amongst the other view option icons. Add gallery as one of the view type in the orders action. This can be done with the js_class attribute. No matter what or how i tried i couldn't get the old field working. This app is an extension of the scheduled activity of odoo standard which allows showing all scheduled activities to the activity manager, my team schedule activities to the supervisor, and my scheduled activities to employees or users. 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. The activity view is one of the useful views that support Odoo and allows the user to manage all business operations. From the activity view of Odoo we get information on all activities that are linked to our records. In this activity the link to the survey for both Manager & Employee is accessible, meaning an employee can fill out the managers for and set Create the gallery_view. Odoo Experience on YouTube. js. de. Add a brief Summary if needed. We don't want to put these in CRM because we would then have to report something as won or lost but that's not relevant, and also 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. Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce In the CRM app, reporting on Activities is straightforward. I believe it wasn't like this in odoo 15. I am able to create my activity with automated actions using "newActivity = env["mail. Add a js_class="awesome_tshirt. To open the activity view, click the (clock) icon. Activities are follow-up tasks tied to a record in an Odoo database. Users can conveniently view and manage their login statuses and total login times through the updated system interface. You can make this available to all users by simply creating a new menu where it is appropriate for you. activity"]. In the "Mass Activities Dynamic Action" form view, define the action name and select applies to & group for that action and click "Add Action" to add that action in the selected model. In this tutorial you will learn how to create an activity view. it returns a list view with no other modes. Do anyone have a better solution by adding a new field inside the schedule activity screen and so the rest work as like the default functioning of odoo. I would be happy with a module that allows the user to show or hide the chatter pane. You then create a ir. The return of the method can only depend on the requested view types, access rights (views or other records), view access rules, options, context lang and TYPE_view_ref (other context values cannot be used). How to create activity view in Odoo 15. It is showing a null value, even though the value has been set in the UI. Activity management is used to administer the activities assigned to employees in an organization. To create the activity: Select an Activity Type. responsible_user) using the logger. Form views accept the following children semantic components: field, label, button, Chatter widget, and Attachments preview widget. view_id – id of the view or None. Views are defined in XML files with actions and menus. The activity view is used to show an overview of all activities on a model. 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. 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). User views schedule activities by list view, kanban view, calendar view etc. Create a customized form view extending the web form view and register it as awesome_tshirt. In default view type will be form. access Activities NOT YET COMPLETED from here. Aug 21, 2024 · Central Activity View by manaTec GmbH https://www. Choose who the activity should be Assigned to. Is there a module that moves it to the bottom of the form? I tried OCAs web_responsive, but the Chatter Position select field seems to have no effect in enterprise. I see the two meetings in calendar, but in 'view activity' just one. Apr 18, 2021 · Activity view is a type of view in Odoo, that helps the user to manage every business operation. like the view in product categories and if we define the parent-child relations, it shows the child as I'm trying to restrict the view for employees of Activities scheduled for their manager. js and gallery_controller. They are instances of the ir. like the view in product categories and if we define the parent-child relations, it shows the child as Enterprise backend places chatter to the right of the sheet. Activity view. I created another meeting from 'view activity' on june 3, i can see that in calendar too; the problem is with the first meeting. js, import the controller, create a view object, and register it in the view registry under the name gallery. 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. 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. User can easily view, edit and delete activity from dashboard. so if you give the modes tree,form, kanban then the view will show these three modes of view defined in odoo of the corresponding model. Hii, Go to Accounting > Customers > Invoices > View activity > open any activity ( click invoice number link). Hi, we are using the CRM Activities report in Enterprise v15 to monitor activities that staff have completed; however, we also record activities at the Contact level, such as relationship meetings with established resellers where there's no particular opportunity. how i can *inherit and modify this tiny modal view - the popup -* (ref screenshot) it opened when click on a date in Red box, open it and on bug button it is showing in menu 'Edit View: Actity' and i don't know what Model or what View is using here. path. When you click on a customer on the left sidebar, the kanban view on the right is filtered to only display leads linked to that customer. What does the number next to the Activities button in the top right of the navigation bar mean? Now, activity/task manager can track all the activities on different Odoo applications on a dashboard and even could manage it from the dashboard itself. 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'. The Activity view is used to display the activities linked to the records. xml files in static/src. In this view, we get information about the activities that are related to our records so that users can easily identify the scheduled activities. ui. js, gallery_controller. Now the binary field shows the image even after saving, database holds some value in the respective column, it's not null like before and more importantly i didn't declare store=True. Thank you. We can view them for example in calendar or in Odoo13 in scheduler view. actions. And when it does it will also Requirement. It will still be available even when disabling the developer mode. Users can also view scheduled activities by filters like activity history, late activities, today activities etc. The data are displayed in a chart with the records forming the rows and the activity types the columns. Select a Due date. order_form_view" attribute to the arch of the form view so that Odoo will load it. This blog is about the activity views and will describe how to create a new activity view. I'm trying to make an activity and then mark it done right away after its creation. Reason: The reason for this is mainly based around appraisals. Odoo's unique value proposition is to be at the same time very easy to use and fully integrated. You are redirected to a list view of all the activities corresponding to that color. When the activity is marked DONE, the Activity record is deleted and a new Message record is created in Settings --> Technical --> Discuss --> Messages. order_form_view. It is not. 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. The operator answers within a few minutes. One of the useful views that support Odoo is the activity view which helps the user to manage every business operation. manatec. Or should i do it inheriting a view? That way, i know how to add fields, but not remove them. Upon clicking the "User Activity" button, Admin could see the changes made by a particular user to the specific record. Schedule Activity Management Extension App Schedule Activity Management by Users and Managers Odoo App. Once an appraisal is sent out two activities are scheduled, one for the employee one for the manager. Tip. - Same is the case if you schedule activity for user A on customer invoice, when user A open Activities > Kanban View > it opens in Vendor Bill Form View - In a dashboard > Customer Invoice List View 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. Activities due today or in the past will show normally. 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. Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce The activity view is one of the useful views that support Odoo and allows the user to manage all business operations. unlink()" But that wasn't it. Use the live chat to ask your questions. Get notified when there's activity on this post Bafien had the greatest idea ever: a mix of a kanban view and a list view would be perfect for your needs! In a nutshell, he wants a list of customers on the left of the CRM kanban view. You can add a more elaborate description in the Log a Users can see schedule activity in reports like bar chart, line chart, pie chart etc. 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. view User Login Activity Tracker This app will provide enhanced monitoring of user login/logout statuses and total login times, ensuring improved reliability and efficiency in tracking user activities. Implement a simple hello world component in gallery_controller. The first cell of each row displays a (customizable, see templates , quite similarly to Kanban ) card representing the corresponding record. view Set tags on an activity Ideal for managing many activities. Dec 28, 2022 · Users can create teams, customers, leads, activities, sales teams, tags, stages, and more. It is only shown inside chatter below particular record as a note and that’s The activity view is used to show an overview of all activities on a model. act_window action pointing to the Activities view. The best Odoo Dashboard for Activity Management. The first cell of each row displays a (customizable, see templates, quite similarly to Kanban) card representing the corresponding record. I want to be able to mark the newActivity as done so it shows up in the old activities in the chatter As you know when activity is done then Odoo delete that activity from database so it won't appear but our app keep history of that deleted/done activity in new history table. Hi, I have to assign schedule activity to multiple users. Activity view. Development Book V17: Activity view. Show all activities in one place. But a sales rep can schedule and log activities on other objects, too; contacts and quotes, for example. Upon redirecting on record, Admin can view the log details containing: name of the user, record name, last seen of the user visiting this record, and user activity. create({ *activity info* })" Then I figured out how to delete it. How to create module in Odoo 15. For some weird reason i created another binary field and it worked fine. view_type – type of the view to return if view_id is None (‘form’, ‘tree’, …) When you schedule an Activity, a record is created in Settings --> Technical --> Discuss --> Activities. Let’s view how to manage activities and Activity Types in Odoo 16. This opens in *Vendor Bill Form* instead it should open in Customer Invoice Form. In CRM Module i scheduled a meeting with on june 2 a customer that is not showed in 'view activity' option. To schedule an activity through a chatter thread, click the Activities button, located Hello Sroeurn Suon, For the active_ids, You can create wizard models and form view and also creates the act_window for that wizard, From that you can used the active_ids which is selected records from tree. oqadwzrnczvkezzxepjjafyiibwuwlxzlcnjqkzwlkfou
