| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 236 |
| Technical Name |
eg_custom_fields_in_partner |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 236 |
| Technical Name |
eg_custom_fields_in_partner |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Dynamic Fields for Partner
Custom Fields in Partner empowers users to personalize partner records in Odoo by creating and configuring custom fields directly from the partner view. This module allows businesses to tailor partner forms to their specific needs, adding field types like Char, Integer, Float, Boolean, Selection, Many2one, Many2many, and more.
Video Tutorial
Features
Screenshots
Support
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Features
Create Different Types of Fields
Users can add a variety of custom fields directly from the partner view, including Char, Integer, Float, Boolean, Selection, Many2one, Many2many, and more. This flexibility allows businesses to capture specific information relevant to their operations, ensuring partner records are fully customized to meet unique business needs.
Set Attributes with Fields
Each custom field can be configured with key attributes such as Read-only, Store, Indexed, Help, and Required. These attributes control how data is captured, stored, and displayed, providing both structure and guidance for users while maintaining data integrity across the system.
Set Widgets with Fields
Custom fields can be enhanced with a range of widgets, including Monetary, Many2many_tags, Binary, Radio, Priority, and others. Widgets improve data entry and presentation, making forms more intuitive, interactive, and visually aligned with business processes.
Set Specific Location of Fields
Fields can be positioned precisely within the partner form, ensuring that critical information appears exactly where itâs needed.
Screenshot
1.) Assign Access Rights
Users must assign the "Partner Custom Field" group to enable custom field creation in partner records. This ensures only authorized users can create and manage fields, maintaining data security and governance.
Navigation : Settings → Users & Companies → User
2.) Create Field Button
The Create Field button opens a popup form where users can enter details for the new custom field. This simplifies the field creation process and provides a guided workflow.
Navigation : Contacts → Contact
3.) Fill Field Details
Users enter all necessary information for the custom field, including Field Name, Field Label, Field Type, Position, Widget, and Extra Properties. This step ensures each field is fully configured to meet business needs.
4.) Field Placement Confirmation
Once created, the custom field appears in the assigned location within the partner form, such as after the Tags field.
5.) Field Types Overview
Displays the various types of custom fields available, such as Char, Integer, Float, Boolean, Selection, Many2one, and Many2many, providing flexibility to capture different types of partner information.
Navigation : Contacts → Contact → Partner Custom Fields
6.) Assign Relation Model
For relational fields like Many2many, users assign a relation model to define how the field connects to other records. This ensures data relationships are correctly established.
7.) Set Widget
Users can enhance fields by applying widgets, such as Many2many_tags, to improve data entry and visualization. Widgets make forms more interactive and intuitive.
8.) Final Field Creation
The Many2many field with the selected widget is successfully added to the partner form, ready for data entry. This completes the customization process, making partner forms tailored and functional.
Navigation : Contacts → Contact
User Guide
Teams
team@inkerp.com
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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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