Checklist

by
Odoo
v 14.0 Third Party 1229
Download for v 14.0 Deploy on Odoo.sh
Lines of code 595
Technical Name smile_checklist
LicenseAGPL-3
Websitehttp://www.smile.fr
Also available in version v 10.0 v 11.0 v 8.0 v 6.0 v 12.0
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Smile Checklist

License: AGPL-3 Smile-SA/odoo_addons

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:

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

Table of contents

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:
create a new checklist

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

create an action server

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

Fill expression

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

Complete if domain

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

Add visibility in menus and views

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

contact form

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

Checklist fields

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

receiving email

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

contact list

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.

GDPR / EU Privacy

This addons does not collect any data and does not set any browser cookies.

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.

Smile SA

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

You are welcome to contribute.

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