Dashboard for Documents/Attachments

by
Odoo

107.97

v 10.0 v 11.0 v 12.0 Third Party
Live Preview
Technical Name odoo_document_attachment_dashboard
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 12.0 v 10.0 v 13.0
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Technical Name odoo_document_attachment_dashboard
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 12.0 v 10.0 v 13.0

Document/Attachment Dashboard for Users/Employees

Document/Attachment Dashboard - Odoo App

Document Dashboard

This app allow your users to view document dashboard and allow users/employees to access documents from one place dashboard.

Main Features:

  • Allow Admin to configure Documents Dashboard Items where Admin can create items for any Model(Object) in Odoo and set Allowed users who can see that item in Dashboard. So only selected Allowed users when logged in system will able to see that item in his/her dashboard.
  • Admin of System can see all Dashboard Items when logged in while users/employees from different departments like Sales, Purchase, Accounting etc etc will see Dashboard items based on Allowed users on setup and based on Access rights of Odoo. For example if Sales person A logged in then Sales Person A can only view documents where he/she is having access that means if Sales Person A does not have access of Sales Person B documents (As per Odoo Standard Security of Attachment) same time if Sales Manager logged and if he/she is having access to all the Documents then he/she can see all the documents.. So dashboard will respect Odoo standard security which has been applied by Odoo out of box.
  • Allow you to create Dashboard for different items i.e models like Sales Order, Purchase Order, Contacts, Stock Pickings, Project, Tasks, Production Order, Leave Requests etc etc based on applications you have installed in your Odoo DB.
  • Allow user/employee to quick add document directly from dashboard by select record of model directly.
  • Allow users/employees to see all documents and my documents directly from dashboard for given model/item.
  • Allow users/employees to search documents by name and index content.
  • Document Dashboard with Recent Documents for last 7 days.
  • For more details see video and below screenshots.

Menus Available:

  • Document
    • Dashboard
    • Configuration
      • Dashboard Items

Admin(Mitchell John) Login

Document Dashboard

Recent Documents View

On click of "Recent Documents" on Dashboard user can show the recent documnets("Last 7 Days").

Attachments Form View

Attach Document Wizard

On click of "Attach Document" on Dashboard user can attach document.

Attached Document View

Attachments Form View

All Documents View

On click of "All Documents" on Dashboard user can show the All documnets.

Attachments Form View

Search by Name Wizard

On click of "Search by Name" on Dashboard user can show the Search Name Wizard.

Search by Name View

My Documents View

On click of "My Documents" on Dashboard user can show the It's on documnets.

Attachments Form View

Search by Index Wizard

On click of "Search by Index" on Dashboard user can show the Search Index Wizard.

Search by Index View

Sales Manager/User(Marc Demo) Login

Sales Manager/User Document Dashboard

Sales Manager/User can show its own dashboard.

Invoice Manager/User(Mark Richard) Login

Invoice Manager/User Document Dashboard

Invoice Manager/User can show its own Dashboard.

Purchase Manager/User(Alisha Addict) Login

Purchase Manager/User Document Dashboard

Purchase Manager/User can show its own Dashboard.

Manager/Admin(Mitchell John) Login

Dashboard Items Menu with List View

Dashboard Items Configuration Sales Order

Dashboard Items Configuration Purchase Order

Dashboard Items Configuration Contact

Dashboard Items Configuration Journal Entries

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

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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