Odoo
Implementation
Dynamic Customizable Filter & Group By | Dynamic Filter & Group By | Real-Time Date Filters | Smart Filters & Group By | Global Search
by Creyox Technologies http://www.creyox.com
Odoo
$ 125.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 570 |
| Technical Name |
cr_smart_filters |
| License | OPL-1 |
| Website | http://www.creyox.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Dynamic Customizable Filters | Smart Filters & Group By | Dynamic Filters | Real-Time Filters | Global Search
Overview
Our Odoo module empowers users to create dynamic and real-time filters and group by options effortlessly. It streamlines the data analysis process by providing flexible, intuitive tools for filtering and organizing data without the need for complex configurations. Ideal for users looking to enhance their Odoo experience with greater control over data views.
Features
- Dynamic Filters: Users can create real-time, custom filters for any model dynamically.
- Custom Grouping: Group records based on any field dynamically.
- User-Friendly Interface: Intuitive UI for setting up filters and group by conditions without needing technical knowledge.
- Save & Reuse Filters: Ability to save commonly used filters for quick access and reuse.
- Compatibility with All Models: Works seamlessly across all Odoo models, enhancing versatility.
- Dynamic Date Filters: User can create dynamic filters for the date fields (ex. to filter the "Last 15 Days", "Last Month" data).
- Performance Optimized: Efficiently handles large datasets without slowing down the system.
Create Smart Filter
- User can create smart filters under the Technical >> Smart Filters menu.
- Let's create smart filter for Sale Order model.
- If user creating a date filter then user can also get a few suggested filter references.
- Filter Suggestion: If user wants to use filter from the filter suggestion then user can select that block.
- Type: Under the type field user can select either they want to create a filter or group by.
- Is Date Filter: User can select this checkbox if they are creating a filter for date fields.
- Field: If user creating a date filter then they have to select a field on which they want to apply it.
- User: User can also create a filter for specific users only.
- Apply Default: User can select this checkbox if they want to apply filter by default.
- Suppose, user wants to create a filter to show the last month order date records then user have to configure the filter as below.
- If user wants to create a separate filter then suggestion then user can also create it as below. Suppose, user wants to see the orders which are created between last 15 days.
- Filter Type: Users can easily customize their filter period through the 'Filter Type' field. To apply a filter for a specific day, simply select the 'Specific Day' option. For filtering data from a custom date up to today, choose the 'Date Range' option for more flexibility.
- Filter Period: For filtering past dates, users can choose the 'Before' option. To apply a filter for future dates, the 'After' option provides the perfect solution.
- At the end, a helpful message guides users by summarizing the filter configuration, clearly explaining the type of filter they are about to create.
- Let's create a filter with specific day. Suppose, user wants to create a filter to show the orders whose delivery date is after 3 days.
- User can also create a filter for other fields.
- Suppose, user wants to see only orders those are under the 'Quotation Sent' state then user can set up domain below. User can easily set up a domain by selecting a field and value.
Create Smart Group By
- User can create smart group by selecting the Group By option under the type field.
- Suppose, user wants to create group by for order date field then user can configure it as below.
- Group By Period: In this field user can select period to apply group by.
- Suppose, user wants to create group by for state field, so user can configure it as below.
- After creating all filters and group by user has to validate the record of smart filter and user can see it under the Sale Order model.
Our Services
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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