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Mass Editing

Mass Editing

Technical Name:
server_action_mass_edit
License:
AGPL-3
Author:
Tecnativa, GRAP, Serpent Consulting Services Pvt. Ltd., Iván Todorovich
Maintainer:
https://odoo-community.org
Website:
https://github.com/OCA/server-ux
Repository:
https://github.com/OCA/server-ux/tree/17.0/server_action_mass_edit
https://odoo-community.org/web/image/product.template/11388/image_1920?unique=fe68f9f
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Mass Editing

Beta License: AGPL-3 OCA/server-ux Translate me on Weblate Try me on Runboat

This module allows to edit several records at the same time in any Odoo model.

Table of contents

Use Cases / Context

Context

Difference in comparison to the Odoo Feature

Since Odoo V13, a limited Mass Editing

In the list view, when selecting multiple records, you can edit a field. Then, the system will ask you if you want to apply those changes on all selected records. Odoo Mass Editing Odoo Mass Editing Confirmation Odoo Mass Editing Result

This module provides the following extra features :

  • Mass edit many fields in a single action
  • Add an access group to the Mass Edit Action to limit the usage of this action to specific users.
  • Filter the records the user can mass update
  • Mass edit any fields with any widget. (For example color fields, image fields, etc...)

Use Case

It can be useful to be able to edit the value of one or more fields on multiple records at the same time easily.

For example, if I want to identify some contacts as Customers, I need to change the value of the field customer_rank from 0 to 1. This field is not visible on the form view of a Contact so the only way to do it (without this module) would be to export the list and import the edited file.

Another example would be to give access to specific users, using access groups, to mass edit some fields on the invoices.

Configuration

As a user from the access group Administration / Settings, in debug mode, go to Settings / Technical / Actions / Server Actions and create a new Server Action. OCA Mass Editing Menu

In the field Type, choose the new option Mass Edit Records. OCA Mass Editing Type

Select the model on which you want to configure this action and give a name to your server action.

TIP!
Name your action “Mass Edit : Object Functional Name”
E.g. Mass Edit : Contact (or Partner) OCA Mass Editing Model

Add the fields you want to be able to edit.

You can search and filter all the fields available by clicking on Search more. OCA Mass Editing Field OCA Mass Editing Field Filters

Click on Create Contextual Action to add the mass editing in the Action menu. OCA Mass Editing Create Action

V11 to V13 Access

Access to the feature in V11 to V13

As a user from the access group Administration / Settings, go to Settings / Mass Operations / Mass Editing. OCA Mass Editing Access V11 to V13

Widget Option

This option allows you to choose the widget to be used in the Mass Editing Action Window. OCA Mass Editing Widget

Apply Domain

This option allows you to apply the default Domain related to the selected field. OCA Mass Editing Domain

Adding a Message

You can add a “Message” to guide the users when using this action. OCA Mass Editing Message

Adding security access group

Go to the field Allowed Groups and add the Access group(s) who can use this action. OCA Mass Editing Security OCA Mass Editing Security Groups OCA Mass Editing Security Results

Now, only users from those groups will be able to see and use this action.

Usage

  • Go for Mass Editing: select the records which you want to modify and click on Action to open mass editing popup.

Action

  • Select Set / Remove action and write down the value to set or remove the value for the given field.

Wizard Form

  • This way you can set / remove the values of the fields.

Wizard Result

Known issues / Roadmap

  • Auto add fields that are used in related domains if apply_domain=True

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Serpent Consulting Services Pvt. Ltd.
  • Tecnativa
  • GRAP
  • Iván Todorovich

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/server-ux project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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