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Hello!
We are currently using Odoo 11 Entreprise and we are having an issue inside Project module. Inside any project we defined stages through columns and manually set an order for them, but sometimes it misalign and we have to manually align them again.
i.e.
We placed these stages in this order:
To Do | Analysis | Doing | Testing | Done
Sometimes when we get back to the project we find stages like this for example:
Analysis | To Do | Testing | Done | Doing
Thanks for any help beforehand.
Check manually the field 'Sequence' of each stage (the icon 'gears' on the top right of the column). The number should be different: the lesser the closer to the left. Remember the number.
If you faces the issue again, check the sequence. If it was changed, the most obvious reason is manual interaction. Sometimes users suddenly drag a whole column.
Besides, make sure you do not have stages with the same name for different projects. For example, you have 2 'analysis' stages while they have different sequence: one is bigger, another is lesser than 'to-do'.
UPDATE
A. To change the sequence:
1. Turn on the debug mode (the developer assets in the settings > dashboard > the bottom right corner)
2. Go to any project
3. Hover you mouse of the top right corner of any column. You would see the settings icon ('gears')
4. Click 'Edit stage'
5. In the right column bottom you would see the field 'sequence'.
B. You can forbid a user to change columns order by forbidding changing project stages (project.type). By default internal and project users have a right only to read those stages. Project administrators have full rights.
If your stages should be created only once (no frequent changes are update) you can leave that right only for the super user. To that end in the debug mode go to the Settings > Technical > Security Access Rights and search for 'project.task.type manager'. Change its group to 'Administration > Settings', for example
C. You can have the stage with the same name. It doesn't contradict their ordering. However, if you have 'Analysis' sequence 1 (project 1), 'To-do' sequence 2 (project 1, project 2), 'Analysis' (project 2) sequence 3, then for the project 1 n it would be ANALYSIS > TO-DO and for the project 2 it would be TO-DO > ANALYSIS. You need just to make sure that both stages ANALYSIS have a lower sequence than To-DO
Thanks for your answer, I don´t know how to manually check it (if its Odoo 11 Enterprise). I can assume what you are telling for the sequence is true, but I don´t see what you are telling me.
My second question is about what you said, that manual interaction could change the sequence, to avoid users moving them withouth loosing more acess rights, I should modify a group changing an "access right" to read or adding a new rule? (im just a begginer in Odoo atm :( )
And last but not least, what you are saying about avoiding to have an stage with the same name in two or more different projects, is that a "must" to avoid sequence problems?, like we want to structure all projects same way and same sequence, is there a solution like to define calling the same stage when using the same name and automatically assinging the same sequence as before?
have a look at the updated answer
Thank you very much, I already got to sequence configuration, the thing is that my Odoo partner did made some changes in the implementation so some things aren't easy to find; also thanks for a very good introduction in how to change and adpat access rights to my needs, I have searched and studied to administrate Odoo the best I can, but almost 80% of the time I get solutions to coding and not to UI use.
Cheers
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