Business rules that speak up on every form
Smart Alerts lets any admin configure no-code contextual banners on any Odoo document — complete with a guided condition builder, live preview, analytics, and one-click rollback.
Employees miss critical process steps — a customer on credit hold, a discontinued product, an order over its approval threshold — because the rule lives outside the form's field logic. Every change to a business rule means another developer ticket and another release cycle.
Smart Alerts lets any process owner define a rule once through a guided, no-code builder and see it enforced instantly as a contextual banner on the exact form where the decision is made — no code, no waiting on IT.
Everything a rule owner needs
Every capability below is implemented in the module.
Guided condition builder
Combine multiple field conditions with ALL/ANY logic through plain pickers — no domain syntax, no code.
Severity-styled banners
Every alert renders as a danger, warning, info, or success banner, so users triage what needs attention first at a glance.
Live data in every message
Alert text can reference the record's own field values — customer name, amount, threshold — so messages read as specific, not generic.
Group-based visibility
Restrict any alert to the roles that need it — credit control sees credit-hold warnings, other teams see none of the noise.
Preview before publishing
Test an alert against a real matching record and see exactly how it will render before it ever reaches an end user.
Trigger & dismissal analytics
Every fire and dismissal is logged per alert, so rule owners know which alerts are working and which have gone stale.
Versioning & rollback
Every configuration change is captured as a version snapshot. Revert to any prior version in a single click.
Guided starter templates
Ready-to-adapt templates for credit holds, discontinued products, and approval thresholds get a new admin to a working alert in minutes.
Priority stacking & bulk actions
Set a priority per alert and a stack limit per record, and manage dozens of rules at once with bulk enable, disable, and publish actions.
How it works
Define the rule
Pick a document type and build conditions with the guided ALL/ANY builder — no code required.
Preview it
Run the Preview wizard against a real record to see exactly how the alert will look before anyone else does.
Publish & scope
Set severity, priority, and the groups who should see it, then publish — alone or in bulk with the others.
Monitor & refine
Track trigger and dismissal counts, then version or roll back the rule as your process evolves.
See it in action
Eleven views covering every capability, from rule configuration to the live banner on a real form.
The Alert Rules list shows every configured alert with its severity, status, priority, and live trigger/dismissal counts, so admins manage the whole rule set from one screen.
The guided condition builder lets a non-technical admin combine multiple field conditions with ALL/ANY logic — no domain syntax required.
The Analytics tab on every alert shows how often it fired and was dismissed, with a dismissal rate, so rule owners can spot stale or ignored alerts.
Every edit is captured as a version snapshot. One click on Rollback restores a prior configuration instantly.
Before publishing, the Preview wizard shows exactly how the alert will render against a real matching record — no more surprises on a live form.
Guided starter templates for common scenarios — credit holds, discontinued products, approval thresholds — get a new admin to a working alert in minutes.
A dedicated Analytics dashboard lists every trigger and dismissal event across all alerts, giving a full audit trail of how rules are actually used.
A single setting controls the maximum number of alerts stacked on a form at once, keeping busy records readable.
On the live form, matching alerts stack in priority order — here a Missing Tax ID warning and a Missing Email notice both surface for a company with incomplete data.
Live record data flows directly into the alert text — this VIP Customer notice and Verified Company banner reference the actual partner's own values.
Bulk server actions let admins enable, disable, or publish many alert rules at once — essential once a company has dozens of active rules.
Frequently asked
Do I need to write code or domain expressions to create an alert?
No. Every condition is built through the guided ALL/ANY builder using plain field pickers and operators — no Odoo domain syntax or Python required.
Can I test an alert before it goes live?
Yes. The Preview wizard renders the alert exactly as it will appear on a real matching record before you publish, so you can catch mistakes before end users ever see them.
What happens when a record matches more than one alert?
Each alert has a priority, and a configurable stack limit in Settings caps how many banners appear at once, so the most important messages surface first instead of a wall of notices.
Which Odoo versions and document types are supported?
Smart Alerts installs on Odoo 17, 18, and 19 and can be configured on any document type in your database — sales orders, invoices, contacts, and more.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Smart Alerts brings no-code contextual banners, a guided condition builder, preview, analytics, and versioning to every document in your Odoo database.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
Discuss (mail)
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| Lines of code | 1141 |
| Technical Name |
cerevantix_smart_alerts |
| License | OPL-1 |
| Website | https://cerevantix.com |
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