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Advanced Form Warnings | Dynamic Alert Rules | Smart Record Alerts

by
Odoo

$ 22.73

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 285
Technical Name dynamic_warnings
LicenseOPL-1
Websitehttps://www.techultrasolutions.com/
Versions 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 285
Technical Name dynamic_warnings
LicenseOPL-1
Websitehttps://www.techultrasolutions.com/
Versions 16.0 17.0 18.0 19.0

Advanced Form Warnings | Dynamic Alert Rules | Smart Record Alerts

Dynamic Warnings allows you to create custom alerts that appear on any form view in Odoo such as Contacts, Sales Orders, Products, or Invoices. Alerts are triggered based on configurable domain conditions and can be styled as Info, Warning, or Danger messages. You can restrict alerts by user groups, validity dates, or company to control exactly when and to whom the warning is shown.

Display dynamic conditional alerts on any Odoo form view based on rules, domains, user groups, and other criteria.

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  • Show alerts on any Odoo model form view
  • Domain-based conditions to control when warnings appear
  • Multiple alert styles: Info, Warning, and Danger
  • User group restrictions for targeted visibility
  • Validity date range to enable or disable rules automatically
  • Support for multi-company environments

1. Configure Dynamic Warning Access for Users

After installing the module, navigate to Settings > Users & Companies > Users and open the user you want to configure. For example, select Mitchell Admin.

In the user form, locate the Dynamic Warning access field and assign the appropriate role. Setting the user as Manager grants full access to create, modify, and manage Dynamic Warning rules within the system. This allows the user to configure alert conditions, messages, and other rule settings as needed.

2. Access Dynamic Warning Rules

Once the module is installed and user access is configured, you will notice a new menu Dynamic Warning added under Settings. Inside this menu, a submenu called Warning Rules is available.

3. Create a Warning Rule

Click New to create a warning rule. In the form view, enter details such as Rule Name, Target Model (e.g., Contacts), Alert Style, and the Warning Message to display. You can also set User Group restrictions, Sequence, Active status, Company, and validity dates.

In the Domain field, define the condition for triggering the alert. For example, if both Phone and Email are empty, the warning will appear to the user. Once configured, simply save the rule.

4. How the Warning Rule Works

Now log in with the Demo User who has been assigned the Dynamic Warning – User group. When opening the Contacts form, if a record (for example, Test User) does not have a Phone Number or Email, the system automatically displays the configured warning message in the top bar of the form view.

The alert appears with the message "Phone and Email are missing, please complete them", as we configured in rule form. This demonstrates how the rule triggers when the defined domain condition is met.

5. Example: Product Quantity Warning Rule

You can also create a rule for the Product model. For example, configure a rule with Target Model: Product Template and define a domain condition such as product quantity less than 10.

When this condition is met, the system will automatically display a warning message on the product form view, notifying the user that the product quantity is low.

6. Product Quantity Warning Example

As shown in the attached image, the warning appears because the product currently has 2 units On Hand. Since the rule was configured to trigger when the quantity is less than 10, the system automatically displays the warning on the product form view.

7. Group-Based Warning Visibility

In this rule (Low Stock Alert), we configured a group restriction so that only users who belong to the Dynamic Warning / Manager group can see the alert.
As shown in the attached image, even though the product quantity is less than 10, the warning is not displayed because the current user does not belong to the Dynamic Warning / Manager group.

8. Date-Based Rule Validation

In this example, a rule is configured for Contacts with validity dates set from 10th March to 12th March. The warning will only appear when the current date falls within this specified range.
As shown in the attached image, today's date is 13th March, which is outside the configured date range. Therefore, the warning is not displayed. This demonstrates how date validity controls when a rule becomes active.

9. User Access with Dynamic Warning – User Group

In this step, the Demo User is assigned to the Dynamic Warning / User group. Users in this group have read-only access to the warning rules.
As shown in the attached image, the user can view the rules but cannot create, edit, or delete them. This ensures that only authorized users (such as those in the Dynamic Warning / Manager group) can manage or modify warning rules.

  • We provide 90 days bug-free support related to our module.
  • We provide 5 hours of free configuration support. Additional configuration or customization is billable.
  • The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
  • To create a ticket, send an email to support@techultra.in.

What is the purpose of the Dynamic Warnings module?

This module allows users to create custom alerts that appear on form views based on configurable conditions.

How are warning messages triggered?

Warnings are triggered when the record matches the configured domain condition in the rule.

Can warning rules be restricted to specific users?

Yes, rules can be limited to specific user groups so that only selected users see the alerts.

What alert styles are available?

You can display alerts as Info, Warning, or Danger depending on the importance of the message.

On which models can warning rules be applied?

Warning rules can be applied to any model such as Contacts, Products, Sales Orders, Invoices, and more.



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