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Dusin Huber

I would like to be able to hide any products NOT related to the field service tech on the field service tickets.  

Currently, every deliverable product shows up on the "Products to Pick Up" smart button.  I don't want my tech to have to sort through all of that to find what he should be doing.  IE. my gutter installer shouldn't have to sort through 2x4's to see how many feet of gutter he should be installing.

I currently have multiple different delivery tickets - lumber, hardware, and specialized goods.  So, can it be set based on those tickets?

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Jainesh Shah(Aktiv Software)
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Hello Dusin Huber,

In Field Service, the Products to Pick Up smart button (method action_fsm_pick_up) shows all deliverable products from the related pickings.

If a job has multiple delivery tickets (lumber, hardware, gutter materials, etc.), technicians end up seeing everything - even items not related to their task.

Below is a functional + technical approach to filter the products based on the technician.

Functional Idea:

You can allow each field technician to see only the product categories they are responsible for.

Example:

  • Gutter installer → Gutter Materials
  • Lumber worker → Lumber / Wood
  • Hardware tech → Hardware & Fasteners 

To support this, add a Many2many field on Users:

Allowed Product Categories

(User → Allowed Product Categories → choose the categories they work with)

When a task has assigned technicians (user_ids), we can filter pick-up products by these allowed categories.

Technical Implementation:

We override action_fsm_pick_up so that only products matching the user's allowed categories appear in the list.

Add field on res.users

// Code In Comment

Filter the smart button’s product list

// Code In Comment


I Hope this information proves helpful to you.

Thanks and Regards,

Email: odoo@aktivsoftware.com

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