Dynamic Checklist Validation for Odoo (Pre-Confirm Popup)
by Reliution https://www.reliution.com/$ 59.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 562 |
| Technical Name |
rcs_preconfirm_checklist |
| License | LGPL-3 |
| Website | https://www.reliution.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 562 |
| Technical Name |
rcs_preconfirm_checklist |
| License | LGPL-3 |
| Website | https://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.
GET INSTANT PERSONALIZED DEMO
Copy Link : https://www.reliution.com/contact-us-odoo-development/
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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
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
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.
Require sales teams to visually validate Customer Credit Limits and Delivery Addresses inside the wizard before generating a locked Invoice.
Frequently Asked Questions (FAQs)
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).
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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