Stage Step Backward Confirmation

by
Odoo

29.87

v 17.0 Third Party 1
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 301
Technical Name wr_stage_step_backward_confirmation
LicenseLGPL-3
Websitehttps://www.webrulersinfotech.com
Versions 17.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 301
Technical Name wr_stage_step_backward_confirmation
LicenseLGPL-3
Websitehttps://www.webrulersinfotech.com
Versions 17.0 16.0

Stage Backward Step with Reason: Kanban & Form View

Interactive Stage Progression with Reason Capture: Seamlessly Revert Records to Previous Stage in Odoo

Introduction / Features

  • Discover our innovative module, designed to prompt users for reasons during backward stage movement of records. Configurable via General Settings, it seamlessly operates in both kanban and form views. Explore our video for enhanced clarity.

  • This feature enables users to request explanations when transitioning records to previous stages from both form and kanban views.

  • Incorporated within General Settings is a configuration option that allows you to specify models, enabling the customization of this feature for any kanban/form view containing stages.

How to use

  • To enable this feature, You can find the configuration inside Settings General Settings Stage Backward Step Reason.
    Once you open General Settings view search for "Backward Stage Reason" or you can scroll down at bottom and search for it.
  • Once the configuration is complete, navigate to the chosen models, open the kanban/form view, and attempt to revert any record to a previous stage. The system will prompt you to provide a reason before allowing the record to be moved back.
  • You can review stored reasons by opening the record and checking the chatter history.

Note

  • This module will only work with dynamic stages, such as in CRM and Task, and stage movements must be initiated from the kanban or form view.

Support

At WebRulers, we are dedicated to ensuring the success of our customers by offering FREE 90 days support for any questions, concerns, or bug fixing (excluding data recovery) related to this module, starting from the date of purchase.

Our Services

  • Odoo Customization
  • Odoo Implementation
  • Odoo Integration
  • Functional & Technical Support

Other Services

  • At WebRulers, we pride ourselves on offering a wide range of services to our clients. In addition to our core offerings, we are also experts in the following areas:
    1. Django, Flask and FastAPI Web/API Development: Our team is highly skilled in using these frameworks to create efficient and robust web applications that meet the unique needs of our clients.
    2. Android Mobile Application Development: We have extensive experience in developing high-performance mobile applications for the Android platform. Our apps are designed to provide a seamless user experience and meet the specific needs of our clients.
    We are always looking for new and exciting challenges, and we are confident that our expertise in these areas will allow us to deliver outstanding results for our clients. If you have any project or requirement related to any of these services, please feel free to contact us to discuss further.

Contact us for Support / Query / Customization Request

Website:
  • https://www.webrulersinfotech.com

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