Server Action Extra Info

This module restores Server Action functionality that was available in Odoo 16 but removed in Odoo 17. It brings back the ability to configure field-value mappings and security restrictions directly within server actions, enabling no-code automation workflows that were previously possible.

Key features include:

• Data to Write Tab: Configure field-value mappings for 'Create a new Record' and 'Update the Record' server actions
• Security Tab: Restrict server action execution to specific user groups
• Multiple Value Types: Support for direct values, record references, and Python expressions
• Seamless Integration: Works with existing server actions without migration

Use Cases

• Automate record creation with predefined field values
• Update records based on dynamic Python expressions
• Reference existing records in field assignments
• Control which user groups can execute specific server actions

Configuration

Setting up the module is straightforward:

1. Install the module
2. Navigate to Settings -> Technical -> Automation -> Server Actions
3. Create or edit a server action with type "Create a new Record" or "Update the Record"
4. Use the "Data to Write" tab to configure field mappings
5. Use the "Security" tab to restrict access to specific user groups

Value Types

• Value: Direct text value to be written to the field
• Reference: Select an existing record to link
• Python expression: Dynamic value using Python code with access to record, env, time, datetime, etc.

Benefits

• Restore Odoo 16 Functionality: Continue using familiar server action features in Odoo 17
• No-Code Automation: Create powerful automation rules without writing Python code
• Flexible Value Assignment: Choose between static values, record references, or dynamic expressions
• Access Control: Limit server action execution to authorized user groups
• Easy Migration: Seamlessly transition server actions from Odoo 16 to 17

Bug Tracker

Bugs are tracked on https://kitworks.systems/requests. In case of trouble, please check there if your issue has already been reported.

Maintainer

KitWorks Systems. Our web site: https://kitworks.systems

We can provide you further Odoo Support, Odoo implementation, Odoo customization, Odoo 3rd Party development and integration software, consulting services. Our main goal is to provide the best quality product for you.

For any questions contact us.