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How do I view the database and XML id's of Account Tags?

By
Ray Carnes
on 10/5/16, 7:44 PM 477 views

I'd like to be able to see all Account Tags in Odoo - to create them, rename them, delete them and look at the ID and XML ID for them.

2

Ray Carnes

--Ray Carnes--
16773
| 9 7 9
Atlanta, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0.

Completed Odoo Functional and Technical Training.

Major Skills:

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 10/5/16, 7:54 PM

1. Activate Developer Mode:



2. Settings --> Technical --> Database Structure --> Models


3. Search for account.account.tag:



4. Open it, scroll to the bottom and click CREATE A MENU.


5. Name the menu and give it a parent:



6. Refresh your browser (F5).


7. Accounting --> Configuration --> Account Tag - to list, create and delete tags (select and chose DELETE from the ACTION menu if they are no longer associated with an account).



8. To customize this view to show ID, from the bottom of the screen select View and Edit Tree View:



9. Revisit the menu, and you will now see:


10.  To see the XML ID of each tag, click a line to open the tag in Form View.  From here you can EDIT and rename the Tag.



11. From the View menu at the bottom, select View Metadata to see the XML ID of the Tag.  Note that Tags entered via the User Interface won't have XML ID's until they have been exported.



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Asked: 10/5/16, 7:44 PM
Seen: 477 times
Last updated: 10/5/16, 7:54 PM