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How to dynamically personalize the name of a file downloaded from Odoo?

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Abraham Ismael Torales Salazar (aits)

Is there a way to customize the name of the files I download from Odoo automatically, in order to, for example, add the name of the client?

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Abraham Ismael Torales Salazar (aits)
Autor Best Answer
  1. Enable developer mode from settings
  2. Enter Studio and open the report you want to edit. Click on "More".


Note: If you don’t have Studio you can look for the report inside the "Reports" model. Use CNTRL + K + "/" to look for this model.


3. Change “Printed Report Name” field

Example: 'Sale number ' + (object.name) + ' for ' + (object.partner_id.name)

Here you can use python expressions


Explanation of the structure:

  • Use quotes ('') in case you want to add specific text
  • Use “+” to concatenate different elements
  • Use object.field between parenthesis to specify a field to use. Make sure to use the technical name of the field

Or  

  • Put all the text between quotes (''), 
  • Inside this same text, specify the fields using “%s”, 
  • Add “%” out of the quotes 
  • Add all the technical names of the fields between parenthesis (adding “object”, and separated by commas as shown below)


Example: 'Sale number %s for %s' % (object.name, object.partner_id.name)


Note that you can retrieve fields from inside other related records like the name of the client in a sale order (object.partner_id.name), just make sure which fields are available in the corresponding model and use the technical name. You can even use new fields added with studio!


Tip: Enable developer mode from settings to see the technical name of the fields when positioning the mouse over the “?” symbol


Result of the example showed above: 


⚠️

Warning: If not done correctly, it will cause an error when trying to download the file


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Vicente Gramuntell Bayarri (vigb)
Best Answer
If you are paying Studio:
  1. Open Studio in the model where is located the file:


2. Select the report

3. In developer mode, click on "more":

4. In this case, I am going to add the name of the client/provider:

(object.state in ('posted', 'sent') and 'Invoice_'  + (object.name)  +  '-'  + (object.partner_id.name))


Without Studio:


  1. Go to Settings/Technical/Actions/Reports
  2. Select the report:

This one is for invoices.


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