Advanced Form Warnings | Dynamic Alert Rules | Smart Record Alerts
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 22.91
Advanced Form Warnings | Dynamic Alert Rules | Smart Record Alerts
Advanced Form Warnings | Dynamic Alert Rules | Smart Record Alerts enables organizations to
create and
manage custom warning messages across any Odoo form view, including Contacts, Sales Orders,
Products, Invoices, and other business records. The module helps users stay informed by
displaying contextual alerts based on configurable business rules and conditions.
Administrators can define dynamic warning rules using domain-based criteria, ensuring alerts
are displayed only when specific conditions are met. Messages can be presented in different
styles such as Information, Warning, or Danger to effectively communicate the level of
importance.
To provide greater control and flexibility, warnings can be restricted by user groups,
company, and validity periods. This ensures that relevant alerts are shown only to the
appropriate users and during the intended timeframe. By delivering real-time, context-aware
notifications, the module improves data accuracy, compliance, and operational efficiency
across Odoo workflows.
Advanced Form Warnings | Dynamic Alert Rules | Smart Record Alerts
Product Overview
▶ Watch Module Demo
See how Advanced Form Warnings | Dynamic Alert Rules | Smart Record Alerts works
Features
Create custom warning messages that are automatically displayed based on defined business conditions.
Configure warnings using flexible domain conditions to trigger messages only when specific criteria are met.
Display messages as Information, Warning, or Danger alerts to indicate different levels of importance.
Control alert visibility by assigning warnings to specific user groups.
Create company-based alert rules to support multi-company environments.
Define start and end dates for warning messages to automatically activate and expire alerts.
Configuration
Support
FAQs
Configure Dynamic Warning Access for Users
After installing the module, navigate to Settings > Users &
Companies
>
Users and open the user you want to configure. For example, select
Mitchell
Admin.
In the user form, locate the Dynamic Warning access field and assign
the
appropriate role. Setting the user as Manager grants full access to
create,
modify, and manage Dynamic Warning rules within the system. This
allows the
user to configure alert conditions, messages, and other rule
settings as
needed.
Access Dynamic Warning Rules
Once the module is installed and user access is configured, you will notice a new menu Dynamic Warning added under Settings. Inside this menu, a submenu called Warning Rules is available.
Create a Warning Rule
Click New to create a warning rule. In the form view, enter details
such as
Rule Name, Target Model (e.g., Contacts), Alert Style, and the
Warning
Message to display. You can also set User Group restrictions,
Sequence,
Active status, Company, and validity dates.
In the Domain field, define the condition for triggering the alert.
For
example, if both Phone and Email are empty, the warning will appear
to the
user. Once configured, simply save the rule.
How the Warning Rule Works
Now log in with the Demo User who has been assigned the Dynamic
Warning –
User group. When opening the Contacts form, if a record (for
example, Test
User) does not have a Phone Number or Email, the system
automatically
displays the configured warning message in the top bar of the form
view.
The alert appears with the message "Phone and Email are
missing, please
complete them", as we configured in rule form. This
demonstrates how
the rule triggers when the defined
domain condition is met.
Example: Product Quantity Warning Rule
You can also create a rule for the Product model. For example,
configure a
rule with Target Model: Product Template and define a domain
condition such
as product quantity less than 10.
When this condition is met, the system will automatically display a
warning
message on the product form view, notifying the user that the
product
quantity is low.
Product Quantity Warning Example
As shown in the attached image, the warning appears because the product currently has 9 units On Hand. Since the rule was configured to trigger when the quantity is less than 10, the system automatically displays the warning on the product form view.
Group-Based Warning Visibility
In this rule (Low Stock Alert), we configured a group restriction so
that
only users who belong to the Dynamic Warning / Manager group can see
the
alert.
As shown in the attached image, even though the product quantity is
less
than 10, the warning is not displayed because the current user does
not
belong to the Dynamic Warning / Manager group.
Date-Based Rule Validation
In this example, a rule is configured for Contacts with validity
dates set
from 9th March to 11th March. The warning will only appear when the
current
date falls within this specified range.
As shown in the attached image, today's date is 12th March,
which is
outside
the configured date range. Therefore, the warning is not displayed.
This
demonstrates how date validity controls when a rule becomes active.
User Access with Dynamic Warning – User Group
In this step, the Demo User is assigned to the Dynamic Warning /
User group.
Users in this group have read-only access to the warning rules.
As shown in the attached image, the user can view the rules but
cannot
create, edit, or delete them. This ensures that only authorized
users (such
as those in the Dynamic Warning / Manager group) can manage or
modify
warning rules.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
This module allows users to create custom alerts that appear on form views based on configurable conditions.
Warnings are triggered when the record matches the configured domain condition in the rule.
Yes, rules can be limited to specific user groups so that only selected users see the alerts.
You can display alerts as Info, Warning, or Danger depending on the importance of the message.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 279 |
| Technical Name |
dynamic_warnings |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
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