Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
for example, When I clicked the send mail button in sale order, there is opened the wizard.
there, loaded default sale order report as an attachment.
My goal is to change the default report and add my custom report there.
What are the steps I followed to achieve the goal?
It depends a little bit which route you want to take to create the report. It can be created through the Odoo GUI or through a custom module with XML (more advanced).
To create via the GUI, you must enable Developer Settings, then navigate to Settings > Reports. It may be easiest to copy the existing Sales Order report and make the modifications as needed.
To create via XML, you can find details on the \Odoo Reports Documentation.
I check the xml file that is noupdate="1".So we can't direct change the code.
I think programmatically create pdf attachment for this.
do you have any idea about this?
just delete that xml data form UI, after you custom one will get updated instead of original
Thanks Hilar
To add custom report in E-Mail you can try below solution :
-> Create Custom Module in which you need to override specific "mail template"
and set your custom report template in "report_template".
-> If you will not get result, then manually delete this report template and update your new custom module again.(sometimes in odoo records are not updated)
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