| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 701 |
| Technical Name |
gb_record_templates_quick_create |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 701 |
| Technical Name |
gb_record_templates_quick_create |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
Record Templates & Quick
Save any record as a template and one-click clone it with field overrides
Re-keying near-identical records — the same service order, the same project skeleton, the same product setup — wastes hours every week and invites copy-paste mistakes. Odoo's native duplicate copies one record with no saved defaults, no governance and no cross-model reuse. This app lets any team snapshot ANY record as a named, override-aware template and spin up new records (or whole bundles) in one click. Sales, project managers and operations stop retyping and start cloning, with usage tracking proving how much repetitive entry it removes — all with zero custom code.
Key Features
Save any record as a template
The Save Record as Template wizard (gb.save.template.wizard) snapshots a live record into a gb.record.template via capture_from_record. It walks the model's _fields, keeping only stored, copyable types (char, m2o, date, selection) and reading their values into a JSON snapshot you can reuse forever.
One-click create and open
Each template's action_create_one button instantiates a single record and opens its form immediately. The instantiate() method rebuilds create vals from the captured JSON, validates field names against the live model, and bumps use_count and last_used so you can trust the audit trail.
Quick-create wizard with runtime overrides
action_quick_create opens gb.quick.create.wizard, which seeds one override line per captured field. Tick Override on the fields you want to change, type a new value, set how many copies, and action_create makes them all — typed_value() casts your text to the correct integer, float, boolean or many2one.
Per-template default overrides
override_ids hold structured gb.record.template.override lines applied automatically on every instantiation — always blank a reference, force a default stage. _build_create_vals layers captured values, template defaults, then runtime overrides so the right value always wins.
Field blacklist keeps clones clean
A GLOBAL_BLACKLIST drops id, create/write metadata, messages and activities, and the blacklist_fields char lets you add per-template skips. Volatile fields never get copied, so cloned records start in a clean, consistent state.
Template bundles for multi-record setups
gb.record.template.bundle groups several templates with per-line multipliers (count, capped at 200). action_run instantiates every line in sequence order — a project plus its standard tasks, a customer plus default contacts — and opens the first model's results in one go.
Usage tracking and favourites
Templates record use_count, last_used and an is_favorite flag (action_toggle_favorite), while bundles track run_count and last_run. The list is ordered favourites-first so your handiest patterns sit at the top, and field_count shows how rich each snapshot is.
Works on any model, no code
model_id points at ir.model and model_name carries the technical name, so a dynamic selector lets templates target sale orders, products, partners, projects or tasks alike. _copyable_fields introspects each model at runtime, so there is no per-model coding to maintain.
Use Cases
Screenshots
Bundles
Record Templates
Save As Template
Why Choose This Module
Snapshot ANY Odoo record — a sale order, a project, a product, a partner, a task — as a named template, then spin up new records from it in one click, optionally overriding a few fields at creation time. Native Odoo has duplicate, but no governed, reusable, override-aware template library that works across every model. This adds exactly that.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: LGPL-3
- Languages: 35+
- Author: Baris Genc
- Dependencies: base
- Support: odoo@gencbaris.com
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, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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