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Hi!

We are using Odoo 15 and we have a lot of documents attached to each CRM record (PDFs and zip archives). I can't find a way to send one or more documents via email (Send message) without first having to download them to my computer and then adding them again in the message window as attachments. Surely there must be a way or a plugin to be able to attach files already in the CRM record to a message. It is really an issue for us since many times it is up to 10 attachments that are needed to be sent out. It is such a hassle downloading them just to upload them again in the message.

Does anyone know of a plugin (for v15) or a way do this in the system?

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Here is another that might work for you. I have not used either of these though, that is why I am not posting them as an answer, just a suggestion to try.

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

Best Answer

In Odoo 15, there is a built-in feature that allows you to attach documents from the CRM record to an email message without having to download them to your computer first. Here are the steps to do this:

Go to the CRM record that contains the documents you want to attach to an email message.

Click on the "Messages" tab to open the message thread.

Click on the "Send a message" button to open the message window.

In the message window, click on the "Add an attachment" button.

In the "Add attachment" dialog, click on the "Record" tab.

Select the CRM record that contains the documents you want to attach.

In the "Documents" tab, select the documents you want to attach to the message.

Click on the "Attach" button to add the selected documents to the message.

Compose your email message as usual and click on the "Send" button to send the message with the attached documents.

By following these steps, you should be able to attach documents from the CRM record to an email message without having to download them to your computer first. This should save you time and effort, especially when dealing with multiple attachments.

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Author Best Answer

Hi Waymark,

Thanks for your reply. 

Nope, on my computer using either Chrome or Safari it doesn't look like you described it. Clicking either the tiny paperclip symbol or the button "Attach a file" when in full composer view mode displays no such thing as a Record tab. It only displays a normal file selector dialog. I am on a Mac, could this be a macOS thing?

Any ideas?

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Best Answer

Hello there; I'm facing the same situation. What it worked for me is to create an e-mail  then save it as a template with the attached files; then, any new e-mail used with such template will contain the attached files.

p.s. I'm working on Odoo online v. 17

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Best Answer

Hello Stefan Rundgren,

You’re not able to attach already available documents in email(Send message) cause the widget ‘many2many_binary’ is applied on field “Attachments”.

To achieve your goal you can change or remove the widget ‘many2many_binary’ from field Attachment.

And also you can inherit Email composition wizard as shown in below example to add Attachments field after/below the button ‘Attachments’ and you can select the documents attached to CRM lead/opportunity from that.

Please find code in comment. 

hope this can help you.

Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari

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Please find Code here :-

PY:
class MailComposer(models.TransientModel):
_inherit = 'mail.compose.message'

attachment_ids = fields.Many2many(
domain="[('res_model', '=', model), ('res_id', '=', res_id)]"
)

XML:
<record model="ir.ui.view" id="email_compose_attachment">
<field name="name">mail.compose.message.attachment</field>
<field name="model">mail.compose.message</field>
<field name="inherit_id" ref="mail.email_compose_message_wizard_form" />
<field name="arch" type="xml">
<xpath expr="//field[@name='attachment_ids']" position="after">
<field name="attachment_ids" widget="many2many_tags" colspan="2" />
</xpath>
</field>
</record>

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