Entrivis Dynamic Customer Portal

by
Odoo

144.94

v 16.0 Third Party 4
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 403
Technical Name entrivis_dynamic_customer_portal
LicenseOPL-1
Websitehttp://www.entrivistech.com
Versions 16.0 14.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 403
Technical Name entrivis_dynamic_customer_portal
LicenseOPL-1
Websitehttp://www.entrivistech.com
Versions 16.0 14.0 15.0
entrivis-logo
Enterprise Community Odoo.sh

Dynamic Customer Portal

This module allows to create custom configurable menu in customer portal.

  • First install the module and go to dynamic customer portal, and create a new record.

  • Here, we have added a model whose records are to be displayed and then added the fields which have to be show.

  • You can also change label for fields and also when published is false, that field will not be displayed.

  • You can add domain to filter the records.

  • If the partner-related field is set only records of login user will be shown.

  • After creating this portal record, go to my portal you will see new menus as 'My Leaves' and 'Customer Invoice'.

  • While clicking on this new menu, you will be able to see all the leaves with all the fields that have been configured in 'My leaves' menu.

  • And all the customer invoice in 'Customer Invoice' menu.

  • When field label is changed from 'Allocation Mode' to 'Leave Mode' and Time off Type field is un-published.

  • When partner related field is set all the records under login user will be displayed.

  • There are also other configurations in the customer portal record under the configuration tab such as.

  • Search By Fields:This will help to search your fields through these selected search fields.
  • Sortable Fields:Which will sort all the given records with the selected sortable fields.
  • default Sort By:All the records will be sorted by default with the selected field.
  • Group By Fields:All the records will be grouped with the selected fields.
  • how Total:This will show total number of selected field.
  • Allowed Groups: Only the selected groups will be able to access this tab else if nothing is set in allowed groups all users will be able to access it.

  • With all the other configuration.

  • Showing total of selected field respectively.

  • When multi-companies access right is enabled, user will be able to see a new configuration Allowed Companies in dynamic portal under configuration tab.

  • If companies are set in the Allowed Companies, then only users configured in those companies will be able to access this portal menu.

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Odoo Proprietary License v1.0

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