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Include product attachments in the email

by
Odoo

$ 150.00

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 101
Technical Name cds_email_template_product_attachment
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetcom0049-include-product-attachments-in-the-email-7104
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 101
Technical Name cds_email_template_product_attachment
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetcom0049-include-product-attachments-in-the-email-7104


ODOO'S FUNCTION

In Odoo, emails sent from documents such as Purchase Orders or Sales Orders do not automatically include product-related attachments. Users need to manually add any required attachments to the email before sending.

CLUEDOO'S FUNCTION

CLuedoo enhances the standard Odoo process by adding a checkbox “Include product attachments” on the email template. When this option is enabled, any email sent using that template will automatically attach the latest product attachment related to the corresponding record.

1. Go to Settings > Technical > Email > Email Templates

  • Choose an email template

e.g., Purchase: Request for Quotation

  • Enable checkbox Include Product Attachments
  • Set the Product Field Relation to tell Odoo which field it should use

e.g., record.order_line.product_id.product_tmpl_id because I want Odoo to use the attachment linked to the product template

  • Add an Attachment Domain for Odoo to filter attachments
e.g., [('name', 'ilike', 'signed')] > Odoo will use only attachments that have “signed” in their filename .

2. Go to Products and create/choose an existing one > Attach file(s) or image(s) to the product

3. Create an RFQ > add the product > Send by Email > The product attachment(s) will be included in the email


Notes:

  • If there is more than 1 attachment that matches the attachment domain > the latest one is chosen
  • The product attachments are not restricted by file type (pdf, jpg, jpeg, etc.,)

  • If no attachment matches the domain, no file will be selected and a warning message will be displayed
  • In case there are multiple POLs, Odoo picks one attachment per POL 



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,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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