Stage Step Backward/Forward Confirmation Advance
by WebRulers Infotech https://www.webrulersinfotech.com$ 44.81
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 342 |
| Technical Name |
wr_stage_step_confirmation_adv |
| License | LGPL-3 |
| Website | https://www.webrulersinfotech.com |
| Versions | 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 342 |
| Technical Name |
wr_stage_step_confirmation_adv |
| License | LGPL-3 |
| Website | https://www.webrulersinfotech.com |
| Versions | 16.0 17.0 |
Advanced Kanban and Form View Stage Progression with Reason Capture for Odoo
Now you can control capturing reasons for backward, forward, or both directions when transitioning stages.
Introduction / Features
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This module is used to track stages and prompt for reasons when moving to the next or previous stage. Now, users can configure the module for various models such as CRM, Tasks, etc., and add dynamic validation to both kanban and form views.
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The major benefit of this module is having complete control over the direction of stage transitions. Users can choose to request reasons for backward, forward, or both movements, tailored to specific models.
How to use
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To enable this feature, You can click on Stage Step Configuration menu.When creating a new configuration record, it will prompt for the name, model, and action that need to be configured.
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Once the configuration is complete, reload the page and navigate to the chosen models, open the kanban/form view, and attempt to revert any record to a previous or next stage. The system will prompt you to provide a reason before allowing the record to be moved back.
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You can review stored reasons by opening the record and checking the chatter history.
Note
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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.
Similar / Other Applications
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
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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:
- 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.
- 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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