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For V17.4

In version 17.4 it is possible to configure the dynamic fields in Odoo in order to select freely which field we want to use for the PDF Quote Builder


Document Type 

It means if we will use a Header/Footer type PDF or a PDF inside the product (See the smart button inside the product).


The Header/Footer type documents will include the fields related to the sale.order model. 

The Product Document type document will be linked to the fields inside the sale.order.line model (the order lines inside the sale order).


Form Field 

It means the name of the text box inside the PDF (free text).


Path 

The technical name of the field inside Odoo. 

Here, we can even use fields created with Studio or fields inside relational fields (like the client or the salesperson)


Examples of a new field created with studio, the name of the company and the email of the sales person in the Header PDF:



Tip: Enable developer mode to see the technical names of the fields and their model.


For V18

From V18, Odoo should automatically detect the names of the "Form Fields" (the fields inside the PDF) when the file is uploaded. Only the path should be added to the corresponding form field inside Odoo.


The button to configure the dynamic fields is now inside the document settings. There, we just have to add the PATH.


For Product type documents, add them from the smart button "Documents" inside the product form, add the paths and make the document visible for Quote PDF.


Make sure you select the documents in the sale order, inside the "Quote Builder" tab.


💡

Feature: If you don't add any PATH to the dynamic fields, when selecting the PDF in the sale order, Odoo will display a text box to fill the information

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Thanks for this interesting post. I am trying to create a product specification sheet. i have several field and image that I added on my product. I try to link these fields to dynamic field in Odooin in the document section. how can I map field that I have added to the product.template ? is it possible to link these field to the sales.order.line so they are usable in my product document ?

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