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I need to customize the Customer form view to add the NAICS code, but not everyone in our team knows what this code represents, or where to find it.

How do you recommend I document this?

Ideally, I would like information on the form view itself, but I don't want to crowd the screen - so it would be great if this information could display only when needed.

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Ray Carnes (ray)
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One method that works quite well is to use the Bootstrap collapse visibility toggle.


The Form View when not being edited:



The Form View when being edited:



The Form View when being edited and a User clicks the help icon:



Once you have added the custom field, you can make an inherited View like this:



XML:

<xpath expr="//notebook" position="before">
  <group>
  
    <group>
      <label for="x_distributor"/>
      <div class="o_row">
        <field name="x_distributor"/>
         <span data-toggle="collapse" href="#x_distributor" role="button" 
               aria-expanded="false" aria-controls="x_distributor" 
               class="oe_edit_only fa fa-question-circle"/>
      </div>
    </group>
  
    <group>
    </group>
  
    <div class="collapse oe_edit_only" style="color: blue;" colspan="4" id="x_distributor">
      <b>HELP: The North American Industry Classification System Code can be found 
      <a target="new" href="https://www.naics.com/company-lookup-tool/">
      <u>here</u></a>. Please search by Phone or DUNS Number where possible.</b>
    </div>
  
  </group>  
</xpath>



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