Skip to Content
Menu
This question has been flagged
4 Replies
10815 Views

From what I can see, attachments are designed to just have a small number per document.

They show like this:


After uploading, users need to hover over each attachment to see the Title and with the number we plan to use this will be too cumbersome.

Are there other users managing larger number of attachments for documents?

Avatar
Discard

Nice question, great Inputs and good answers, but why Odoo is limited to provide "Files Centralization" only for some apps? CRM among other important apps should have the possibility to have their files centralized by default!

Best Answer

You can create a Smart Button on the Opportunity if you need to manage more Attachments than would reasonably work in the Chatter.


Activate Developer Mode:

1. Create a Custom View to show attachments in a list and allow them to be created from the list:


<tree string="Attachments" editable="top" >
<field name="datas" widget="download_link" filename="name" string="File"/>
<field name="name" invisible="1"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="create_uid"/>
<field name="create_date"/>
</tree>



2. Create a Window Action to open attachments:


Note the Domain Value and Context Value field are both specific to the Document Model you want to find attachments for, in this case crm.lead.

[('res_id','=',active_id) ,  ('res_model','=','crm.lead')]
{'default_res_id': active_id, 'default_res_model': 'crm.lead'}


At the bottom of this Window Action, link it to the View you created in the first step:



Take note of the ID of this Window Action (found in the URL) as you will need it in the next step:




3. Create the Smart Button in your own Custom View on top of Opportunity.


Note that the Name of the button will the the ID of the Window Action you created.

<xpath expr="//button[@name='action_schedule_meeting']" position="after">
<button class="oe_stat_button" icon="fa-file-o" type="action" name="475" string="Attached"/>
</xpath>



Your Opportunity Form View will now look like this:



When users click, they will see:



When they click CREATE they will be able to upload a new Attachment inline:



Avatar
Discard

Hi Ray, I would like to do something similar, a button to download all edi files from selected invoice in view list, any suugestion ?

Thanks

I would suggest posting a new question - this technique only allows you to see all attachments in a list - you still have to download each one individually - I think what your ask is customization that needs code (ie: a module).

Best Answer

you can buy my module https://apps.odoo.com/apps/modules/13.0/attachments_manager
:)

Avatar
Discard

Awesome module 👍

Best Answer

Hello, do you know how to display attachment size on website next to a name?

Avatar
Discard
Best Answer

Hi

In case you want to edit the attachments names quickly and efficiently from the chatter attachment widget. 

Here's an app for V14+ :

https://apps.odoo.com/apps/modules/15.0/edit_attachment_chatter_name/

Avatar
Discard
Related Posts Replies Views Activity
0
Dec 24
1376
5
Dec 23
18689
1
Mar 23
6592
2
Apr 22
4045
0
Oct 21
2600