Simple forms in mail activities | The Odoo Community Organisation

Talks

Event OCA Days 2021 - Online starts on October 28, 2021 at 8:30:00 AM +0200

Simple forms in mail activities

Location: Track 2 - 10/28/21, 12:05 PM - 10/28/21, 12:35 PM (+0200) (30 minutes)

Holger Brunn mail@hunki-enterprises.com /

Long time OCA member and open source enthusiast.
For details see https://github.com/hbrunn

Mail activities allow us to create workflows on some object without touching the database layout in a very user friendly manner.

A client has a workflow where employees have to fill in a plethora of values for documentation in multiple forms at different stages of the process, so this talk shows an extension of mail activities that allows to define editable areas and expressions in a mail activity type, such that users can only fill in those editable areas in their activity's note field.

The result are entirely uniform and parseable mail messages that contain the data filled in. Expressions enable some simple calculations within an activity, thus allowing to use this functionality also for ie precalculations of a sale order.

Code is at https://github.com/OCA/social/pull/784.