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How can I add the pdf reports of quotation and sales order to a field created with studio?

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Salvador Macías Escobar

I have created a date type field on the sales order screen, I need this new field to be able to add it to the standard pdf report


Odoo version is 16 enterprise

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Bhavin Patel
Bedste svar

To add the PDF reports of quotation and sales order to a field created with studio, you will need to customize the report template and add the new field to the template.

Here are the steps to add a custom field to the standard PDF report in Odoo:

  1. Go to the "Settings" module in Odoo, and click on the "Technical" tab.

  2. Click on "Reports" and search for the report you want to customize. In this case, you will need to search for the "Quotation/Order" report.

  3. Once you find the report, click on it to open the report form view.

  4. Click on the "Edit" button to open the report editor.

  5. In the report editor, find the section where you want to add the new field. In this case, you can add the field to the header or footer section of the report.

  6. To add the new field, drag and drop the "Field" element from the sidebar onto the report editor.

  7. Click on the new field to open the properties panel.

  8. In the properties panel, select the data source for the new field. In this case, you will need to select the sales order object.

  9. Select the field you created in Studio from the list of available fields.

  10. Save the changes to the report template.

Once you have added the new field to the report template, you can print the report to see the new field in the PDF output. The field should now be visible in the standard PDF report for quotations and sales orders.

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Kassér
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Cybrosys Techno Solutions Pvt.Ltd
Bedste svar

Hi Salvador,

If you wish to incorporate a new field into a report created with Odoo Studio, navigate to the Studio module and locate the relevant report from the report menu. Within the left sidebar of the Studio interface, you can simply drag and drop fields as either a new block or inline element. For more detailed instructions, you can refer to the following link:

 How to Create Custom Reports with the Odoo Studio Module


Hope it helps



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Sylvain Caron
Bedste svar

Hi :)

The way to do what you want : 

  • enable debug mode
  • go to views -> find the view you want
    • quotation report is "report_saleorder_document"
  • create a new inherited view or use the studio view if have already add something on the report (as you wish)
    • View inherit -> Add new line
  • in your new view, create an xpath at the location where you want to see the new field

If you don't want to do it from the interface, you have to create a module and do the same inheritance system, on the view


If you wnat to use studio for add the field you can :

  • Go on quotation
  • Open studio (top right)
  • go on "report"
    • Choose your report
  • On left side, find your field and drag and drop it

Example if you want to add it inside div class="row mt-4 mb-4" id="informations"


*path expr="div[@id='informations']" position="after"*
​*t t-field="FIELD_NAME"/*
*/xpath*
REPLACE * by <> (i cant post code idk why)
FIELD_NAME = your studio field -> example: x_studio_name

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