Can I show context sensitive help ONLY when in edit mode and ONLY on the Customer Form View?

I'd like to display some help at the top of the Customer form view, to help users understand how to fill out the form.

I don't want this shown when the form is just being VIEWED.

I don't want this shown when users are viewing VENDOR records (just CUSTOMER records)

1 Answer

Best Answer

In your own view, add this XML and place it before the IMAGE field:

<div class="alert oe_edit_only alert-success text-center o_form_header" 
     attrs="{'invisible': [('customer','=',False)]}">
    <div name="avatar2" class="text-left">
        <b>Please follow these intructions when creating a New Customer:</b><br></br><br></br>             
        ▪ Remember to do this thing, but not this other thing<br></br>
        ▪ Don't forget to do this thing, and this other thing<br></br>             
        ▪ If you are still confused, please open a ticket with the Helpdesk.
    </div>
</div>

(the oe_edit_only attribute in the class tag and the invisible property in the attrs tag determine when to show and hide this text)

It will look like this when the Form is in EDIT MODE (Customer = TRUE):

It will look like this when the FORM is in VIEW MODE (Customer = TRUE; Customer = FALSE):

It will look like this when creating a Vendor (Customer = FALSE)