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v 16.0 Third Party 757
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Lines of code 3298
Technical Name onlyoffice_odoo_templates
LicenseLGPL-3
Websitehttps://github.com/ONLYOFFICE/onlyoffice_odoo
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 3298
Technical Name onlyoffice_odoo_templates
LicenseLGPL-3
Websitehttps://github.com/ONLYOFFICE/onlyoffice_odoo
Versions 16.0 17.0 18.0

Automate form creation with inserting fields from Odoo in templates

Work with fillable templates in Odoo using ONLYOFFICE. Create templates based on the data and fields available in Odoo, fill them out and print with several clicks.

Edit the existing templates

Please note: ONLYOFFICE demo templates will only be added to the Odoo modules that are already installed. That's why we strongly recommend installing ONLYOFFICE Templates after installing other Odoo modules such as CRM, Sales, Calendar, etc.

Launch the ONLYOFFICE Templates app to open the page with the existing form templates. Each template has a tag indicating which Odoo module the template was created for.

When you click the Edit button in the file context menu, a form template will open in the ONLYOFFICE editor. The left panel dynamically displays the fields from Odoo that can be linked to the ONLYOFFICE form fields. The Odoo field ID is written in the Key field of the editor in the right panel.

Create new templates

To create a new template, click the Create&Upload button. In the pop-up window, specify the template name and select the Odoo module to which the template belongs.

You can upload any existing form template from your local drive (using the Upload your file button), or save a new blank template (using the Create button in the upper right corner).

Work with ready templates

Several standard templates are available when installing the ONLYOFFICE Templates app, but certain Odoo modules must be installed first. Without these modules, the templates won't appear in the ONLYOFFICE Templates module. After installing the required modules, you can export templates by navigating to Settings -> ONLYOFFICE -> Manage Templates. Select the templates you want in the pop-up window and click Export to add them to the ONLYOFFICE Templates module.

Next, a window appears with a list of templates available for this section. Select the required template so that it is filled with the data taken from the linked Odoo page (deal, employee card, etc.).

You can also preview the form template a user wants to fill out by clicking the Preview button in the form templates list. This will display a preview of the template, but no data from Odoo will be included at this stage.

To print multiple records using a template, select the desired items in the list view, then click Action -> Print with ONLYOFFICE. In the pop-up window, click Print, and a ZIP file containing the filled PDFs will be downloaded to your device.

Access rights

There are two types of roles for this app:

  • User: can print templates and open them for viewing. Users cannot create new templates and cannot edit the current ones.
  • Administrator: can open, create, edit and print templates.

The role type is specified in the user profile. By default, all users are assigned the User role.

Prerequisites

To be able to work with office files within Odoo Enterprise, you will need an instance of ONLYOFFICE Docs.

Please note: You need to obtain a license for ONLYOFFICE Docs with the included Automation API option.

Please note: ONLYOFFICE demo templates will only be added to the Odoo modules that are already installed. That's why we strongly recommend installing ONLYOFFICE Templates after installing other Odoo modules such as CRM, Sales, Calendar, etc.

ONLYOFFICE app configuration

All the settings are configured from the main ONLYOFFICE app for Odoo.

To adjust the main app settings within your Odoo, go to Home menu -> Settings -> ONLYOFFICE.

In the Document Server Url, specify the URL of the installed ONLYOFFICE Docs or the address of ONLYOFFICE Docs Cloud.

Document Server JWT Secret: JWT is enabled by default and the secret key is generated automatically to restrict the access to ONLYOFFICE Docs. if you want to specify your own secret key in this field, also specify the same secret key in the ONLYOFFICE Docs config file to enable the validation.

Document Server JWT Header: Standard JWT header used in ONLYOFFICE is Authorization. In case this header is in conflict with your setup, you can change the header to the custom one.

In case your network configuration doesn't allow requests between the servers via public addresses, specify the ONLYOFFICE Docs address for internal requests from the Odoo server and vice versa.

If you would like the editors to open in the same tab instead of a new one, check the corresponding setting "Open file in the same tab".

settings.png

Contact us

If you have any questions or suggestions regarding the ONLYOFFICE app for Odoo, please let us know at forum.onlyoffice.com.

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[ISSUE] Create Method Model ('onlyoffice.odoo.templates')
by
James Nguyen
on 8/3/24, 12:16 AM

Can you update Create Method For Odoo 16 ? 

In Odoo16, create method with @api.model_create_multi, don't @api.model.