Checklist

v 14.0 Third Party 1534

Availability	Odoo Online Odoo.sh On Premise
Lines of code	635
Technical Name	`smile_checklist`
License	AGPL-3
Website	http://www.smile.fr
Versions	8.0 10.0 11.0 12.0 14.0 16.0 18.0

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Smile Checklist

This module allows to Add checklist to forms to track their filling progress and add actions to be triggered once their checklist is fully completed.

A checklist applies to a single object and is composed of:

Tasks
- List of fields to fill or boolean expressions to respect
- Server Action executed if the task is completed
Views on which the checklist is visible
Server Action executed if the checklist is completed
- all action types: email, sms, object creation/update, etc

Table of contents

Usage
Known issues
Bug Tracker
GDPR / EU Privacy
Credits

Usage

In our example we will create a checklist to check if the contacts address is completed, once we complete it! A server action will send an email automatically to manager

Go to new menu Settings > Technical > Checklists and create a new checklist:

We select the action that will execute, when we complete the checklist:

To create a task, we should write field name of object :

We should write domain to check when the task is completed :

We choose the views and menus that the checklist appears in:

We can see the average checklist, in the form view that we specified:

By clicking on the smart button, we see a wizard contains our checklist fields:

Once we complete the checklist, the server sends the email:

We can see also the average in the list view that we added, in visibility options:

Known issues

Need to restart server to display checklist on model's views after creation.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

Smile SA

Contributors

Corentin Pouhet-Brunerie

Maintainers

This module is maintained by the Smile SA.

Since 1991 Smile has been a pioneer of technology and also the European expert in open source solutions.

This module is part of the odoo-addons project on GitHub.

You are welcome to contribute.

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