| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 625 |
| Technical Name |
smile_checklist |
| License | AGPL-3 |
| Website | http://www.smile.fr |
| Versions | 8.0 10.0 11.0 12.0 14.0 16.0 18.0 |
Smile Checklist
This module allows adding checklists to forms to track their filling progress and add actions to be triggered once their checklist is fully completed.
A checklist applies to a single object and is composed of:
- Tasks
- List of fields to fill or boolean expressions to respect
- Server Action executed if the task is completed
- Views on which the checklist is visible
- Server Action executed if the checklist is completed
- all action types: email, sms, object creation/update, etc
Table of contents
Usage
In our example, we will create a checklist to check if the contact's address is completed. Once completed, a server action will send an email automatically to the manager.
- Go to the new menu **Settings > Technical > Checklists** and create a new checklist:
- Select the action that will execute when the checklist is completed:
- To create a task, write the field name of the object:
- Write the domain to check when the task is completed:
- Choose the views and menus where the checklist appears:
- See the checklist in the specified form view:
- Click on the smart button to see a wizard containing the checklist fields:
- Once the checklist is completed, the server sends the email:
- See the checklist in the list view added in visibility options:
Known issues
Need to restart the server to display the checklist on model's views after creation.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback here.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
- Smile SA Development Team
- Corentin Pouhet-Brunerie
Maintainer
This module is maintained by Smile SA.
Since 1991 Smile has been a pioneer of technology and also the European expert in open source solutions.
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