Is there a way to customize the name of the files I download from Odoo automatically, in order to, for example, add the name of the client?
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- Enable developer mode from settings
- Enter Studio and open the report you want to edit
Note: If you don’t have Studio you can look for the report inside the reports model:
3. Click on “More” (Only visible with developer mode enabled)
4. Change “Printed Report Name”
Example: ‘Sale number ‘ + (object.name) + ‘ for ‘ + (object.partner_id.name)
Explanation of the structure:
- Use quotes (‘’) in case you want to add specific text
- Use “+” to concatenate different elements
- Use object.field between parenthesis to specify a field to use. Make sure to use the technical name of the field
Or
- Put all the text between quotes (‘’),
- Inside this same text, specify the fields using “%s”,
- Add “%” out of the quotes
- Add all the technical names of the fields between parenthesis (adding “object”, and separated by commas as shown below)
Example: 'Sale number %s for %s' % (object.name, object.partner_id.name)
Note that you can retrieve fields from inside other records like the name of the client in a sale order (object.partner_id.name), just make sure which fields are available in the corresponding model
You can even use new fields added with studio!
Tip: Enable developer mode from settings to see the technical name of the fields when positioning the mouse over the “?” symbol
Example of client field:
Result of the example showed above:
Additional note: If not done correctly, it will cause an error when trying to download the file
Side note: From V18 the invoice file name is the same as the XML file name in mexican localization
If you are paying Studio:
- Open Studio in the model where is located the file:
2. Select the report
3. In developer mode, click on "more":
4. In this case, I am going to add the name of the client/provider:
(object.state in ('posted', 'sent') and 'Invoice_' + (object.name) + '-' + (object.partner_id.name))
Without Studio:
- Go to Settings/Technical/Actions/Reports
- Select the report:
This one is for invoices.
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