Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Thanks to the DMS and the Shared Repositories (ftp) modules, I would like to create a global shared repository for each contact automatically including all his related documents (SO, invoices, etc).
Expected repository structure:
How can I set up that? WHat is the domain to apply in each child folder?
Inside the default partners repository, you can create the needed child repositories (SO, Invoices, etc). For each of them, select the "Folder per resource" type in order to automatically generate one new folder for each new record (SO, invoice, etc). In their domain definition, add this constraint: [('partner_id','in', [active_id])] So each repository will only contain documents related to the right contact. If you want to automatically add pdf documents every time a new record is created in your instance, add a file in the "Generated file" tab. Check the configuration of other default repositories to easily set up that.
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 5/10/13, 4:20 AM|
|Seen: 1669 times|
|Last updated: 3/16/15, 8:10 AM|