Skip to Content
Menu
This question has been flagged

Hello,

I’m building an app using Odoo Studio (Odoo Online version).

At a certain step in my process, I need to ask the client to send me some documents (e.g., invoice, ID, etc.).

I already created a binary field in my custom model to store the document, and I can manually upload it if the client sends it by email.

Now I would like to go further and:

Send the client an email with a link, so they can upload the document themselves into the record — without having a portal account or logging in.

Here are the constraints:

  • I’m using Odoo Online, so I don’t have access to backend code (Python or controllers).
  • I only use Odoo Studio, automated actions, and possibly the Website or Email Marketing modules if they can help.
  • My goal is to give the client access to a simple upload form (linked to their record) just by clicking a link.

Is this possible without custom code? Or do I need to move to Odoo.sh or On-Premise to build a custom controller for this?

Thank you in advance for any suggestions or workarounds.

Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
0
apr 22
2203
1
dec 22
4363
0
jún 21
3315
4
júl 23
5289
1
dec 21
2526