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  1. APPS
  2. Technical Customization
  3. Dynamic Checklist Validation for Odoo (Pre-Confirm Popup) v 18.0
  4. Sales Conditions FAQ

Dynamic Checklist Validation for Odoo (Pre-Confirm Popup)

by Reliution https://www.reliution.com/
Odoo

$ 59.00

v 18.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 562
Technical Name rcs_preconfirm_checklist
LicenseLGPL-3
Websitehttps://www.reliution.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 562
Technical Name rcs_preconfirm_checklist
LicenseLGPL-3
Websitehttps://www.reliution.com/

Dynamic Checklist Validation for Odoo (Pre-Confirm Popup)

Transform your quality control and compliance strategy with the Pre-Confirm Checklist module, a powerful Odoo backend customization designed to redefine how validations are handled across your business. By natively introducing a dynamic and inescapable validation layer, this app ensures that users physically acknowledge critical checklist items before executing impactful database actions. Say goodbye to scattered sticky notes and informal training and embrace a strictly automated compliance workflow that keeps quality control in sight at all times.

This module is a cornerstone for operational integrity. It is specifically engineered for users who handle sensitive approvals in Finance, High-Volume Sales, or Custom Manufacturing and need to manage risk faster in Odoo. By forcing momentary reflection and providing live field data natively within the intercept wizard, this module significantly reduces human error, creating a massive Odoo compliance improvement across your entire ecosystem.

Experience an Odoo validation engine that feels native and intuitive. With a simple, non-technical configuration menu, administrators can instantly bind mandatory checklists to confirm button on any form view. It's about more than just a pop-up window; it's about creating an unbreakable system of responsibility that scales securely with your business needs.

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configuration_icon Features
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configuration_icon Workflow

Hot Features


Live Value Display:

The checklist wizard dynamically retrieves and presents the current, real-time values of the fields you are asking the user to validate.

UI-Driven Configuration:

Easily configure validation rules by picking buttons and fields directly visually extracted from your form view, no code required.

Global Compatibility:

Works seamlessly across all standard and custom Odoo modules including Sales, CRM, Accounting, Inventory, and Purchasing.

Detailed Features

Advanced Dynamic Form Parser & Navigation This Odoo compliance improvement feature revolutionizes the way administrators configure rules. By typing in a target model like "Sale Order", the backend instantly parses the live XML of the target's Form View. This translates complex Python logic into a highly readable,filtered dropdown of valid Form Fields and specific Action Buttons, saving hours of developer consultation time.
Odoo Workflow Optimization & Security The module serves as a primary Odoo productivity tool by facilitating multitasking in Odoo. Users can review a list of leads or stock moves and edit them one by one in the adjacent panel. This streamlined approach is perfect for faster record editing in Odoo during high-pressure tasks like end-of-month reporting or inventory audits.

Set Up

Install the Dynamic Action Validation Checklist Popup app from the Odoo App Store

Work Flow

A User heads to Checklists >> Configuration >> Checklist Templates and creates a new interception rule. They select their Target Model (e.g., Sales Order). Step 3: The system instantly scans the Sales Order interface. The User clicks the "Method to Intercept" dropdown and smoothly selects Confirm Button.

The User adds checklist criteria lines, intuitively restricted to the actual fields present on the Sales Order form (like Customer or Margin)

Go to the model and Create the order and When confirming the order Validation Checklist Appears , If any Checklist is not complete then validation is appeared upon confirm and proceed button

Go to the model and Create the order and When confirming the order, Validation checklist pop-up appears , If any Checklist is not complete then validation is appeared upon confirm and proceed button, If all checklist is completed then upon clicking the confirm and proceed button your order confirms.

Industry-Specific Use Cases

Accounting & Finance:
Perfect for Controllers. Enforce a "Review Tax Configurations" and "Verify Account Ledgers" checklist before any Accountant is physically permitted to Post a high-value Journal Entry.
Sales Representatives:
Require sales teams to visually validate Customer Credit Limits and Delivery Addresses inside the wizard before generating a locked Invoice.

Frequently Asked Questions (FAQs)

Does the user have to guess what they are validating?

No. The system automatically reads the exact record the user is working on and presents the actual, live data directly alongside the checklist (e.g. Current Value: Not Set(Empty) or Current Value: 50.00).

What happens if a user exits the wizard without checking the boxes?

The action is simply canceled. The underlying document is safely preserved in its current state entirely as intended, exactly as it was before they clicked the confirmation button.

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