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How to remove default fields from the Odoo Appointment Form?

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Beda

I am a paying customer of Odoo but their support refuses to help as "it is self hosted", so while learning, my only way is this forum. 


I have the Appointment form working on the site, yet I would like to remove the "phone number" mandatory field. Unfortunately, there is no documentation on this specific feature, and I cannot find any way to edit:

- That specific form (other than adding custom questions OR editing the source HTML file which surely cannot be the best way to do this)

- Also the email template can nowhere be edited (the emails sent for reminders)

- I can by the life of mine not find a way to notify both user and myself upon an appointment _creation_ (only notifications are "N hours/days before the meeting" which is just not how an appointment flow should (and does) work in all other providers such as Calendly or whatever else).


Can anyone help me with these problems? Thank you kindly.

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OdooBot

I'm currently out of the office and will be back on 17 July.

I will get back to you upon my return.

Thank you!

 

 

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Oriol Miranda
Best Answer

Hi Beda,

I will suggest you that the information you need can be found in the Odoo Developer Documentation: https://www.odoo.com/documentation/16.0/developer.html.

As assistance, you would need to create a custom module that makes the following modifications:

  • Inherit the specific form view with its identifier and make the phone field not required. By inheriting this view, you can also add other fields or remove existing ones.

  • If you want to create a notification when an appointment is created, you can also do it from the code. Within the custom module, inherit the specific module for appointments and override the 'create' function that is executed when creating the record to add the notification.

  • Finally, email templates can be edited from: Settings -> Technical -> Email Templates.

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