Hello — up to and including version 18.0, files added in the chatter of a project task were shown in the Documents app, including a link back to the record (e.g., the task). Testing on runbot, I can’t find this behavior anymore from 18.2 through 19.0. Can someone clarify whether this is a new feature/change, a configuration issue on my side, or if the intended process has changed?
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Project Task attachments are now added to the Documents App on demand.
After uploading, click the thumbnail to access Add to Documents
Click Add in Project to accept the default location (a folder under Projects matching the name of your Project) or specify another location:
So with two clicks you can replicate the prior behavior, but also have the ability to file your attachments if you need to.
Hi — thanks. In my case (18.4) I only see the option “Add to My Drive”; there’s no way to put the document into a specific folder. Each click just creates another copy in my folder, which doesn’t feel like an improvement. Why should this be manual? We’re on a specific record; Odoo knows the record and the project folder in the Documents app. Why was this changed? In Odoo 19 you’re hyping AI, yet here I have to take two steps back.
Having all Task attachments in a single folder is great until you have too many and need to organize them, tag them, filter them. The ability to choose the location is not available in Odoo 18.4. - you will see the option when you upgrade.
Any change is disruptive and work at the start - I bet someone as experienced as you will find a way to push those two clicks into muscle memory in no time.
You can alway ask AI to organize your Documents for you based on your own personalized filing algorithm, and eliminate the manual work entirely.
Ok, got it — it’s your software ;-) So I’ll have to wait until the productive upgrade to 19 is possible (which it isn’t yet). Do you know when that will be?
Testing of the upgrade began this week. So soon.
To ensure that files from the Chatter are properly linked to the Documents app:
- Navigate to Documents Configuration:
- Go to Documents → Configuration → Settings.
- Go to Documents → Configuration → Settings.
- Enable File Centralization:
- In the settings, look for the option labeled "Centralize Files for [app]", where [app] could be Project, Tasks, or any other relevant module.
- Enable this option to ensure that files added through the Chatter are automatically organized into the Documents app.
- In the settings, look for the option labeled "Centralize Files for [app]", where [app] could be Project, Tasks, or any other relevant module.
- Assign Workspaces and Tags:
- Specify the desired workspace and tags for the files to be organized accordingly.
- This step helps in categorizing and easily retrieving files based on their associated tags or workspaces
- Specify the desired workspace and tags for the files to be organized accordingly.
Verifying the Integration
After enabling file centralization:
- Add a File via Chatter:
- In a record (e.g., a task), use the Chatter to add a file.
- In a record (e.g., a task), use the Chatter to add a file.
- Check the Documents App:
- Navigate to the Documents app and verify that the file appears in the designated workspace and folder.
- Ensure that the file is linked to the correct record, providing context and traceability.
- Navigate to the Documents app and verify that the file appears in the designated workspace and folder.
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