Attach Documents from Hot Folder

by
Odoo

1593.74

v 15.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Documents (documents)
Discuss (mail)
Lines of code 921
Technical Name bt_attach_documents_from_hot_folder
LicenseOPL-1
Websitehttps://braintec.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Documents (documents)
Discuss (mail)
Lines of code 921
Technical Name bt_attach_documents_from_hot_folder
LicenseOPL-1
Websitehttps://braintec.com

Attach Documents from Hot Folder

License: OPL-1 brain-tec/bt-store

This module allows to attach the documents which arrive to a configured hot folder to the correspondent odoo record, being the record found from the file name and some configured rules. The configuration can be found under Documents/Configuration.

Table of contents

Usage

Create a configuration where you define the paths to the input and error folders. Then, create some rules in order to find the odoo record from the filename. Next images guide you through the process.

Configuration List View Configuration Form View

Inside the main configuration object and as well inside the rule configuration, there is a tab where how to create the proper rules is explained.

Configuration Rule

At last, you can test that the odoo record is found out of your filenames with the TEST button.

Test Filename (success) Test Filename (error)

Automate Processing

In order to automate the processing of the hot folder, you can go to Scheduled Actions and configure the cron Process hot folders documents. Errors in the processing of the files will be stored in the Error(s) tab of the configuration, where you can decide what to do with them.

Processing errors

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

  • brain-tec AG

Contributors

Maintainers

This module is maintained by braintec.

braintec

As Odoo Gold Partner and Best Partner Europe 2016, 2020, 2021, we develop business software solutions that are high-value and efficient.

Our 70 highly qualified employees are represented at nine locations in Switzerland, Germany, Austria and Spain. With our experience, methodology and the most certified Odoo experts worldwide, we have successfully supported over 300 companies in their digital transformation since 2000.

This module is part of the brain-tec/bt-store project on GitHub.

You are welcome to contribute.

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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.